Capital Research Global Investors Portfolio holdings
Capital Research Global Investors (CRGI), a division of Capital Group established in 1931 and headquartered in Los Angeles, California, is a powerhouse in active investment management, overseeing hundreds of billions in assets with a focus on global equity portfolios. Known for its long-term, research-intensive approach, CRGI employs a unique multiple-portfolio-manager system to diversify risk and enhance returns, serving institutional clients, financial advisors, and individual investors through vehicles like the American Funds mutual fund family. The firm’s investment philosophy emphasizes fundamental analysis and a deep understanding of companies worldwide, aiming to identify growth opportunities over extended horizons. As part of Capital Group’s broader mission, CRGI has built a reputation for delivering consistent, value-driven results in the global investment landscape.
Top Buys
| 1 |
NVIDIA
NVDA
|
$7.3B |
| 2 |
Eli Lilly
LLY
|
$3.9B |
| 3 |
Starbucks
SBUX
|
$3.78B |
| 4 |
Arista Networks
ANET
|
$1.4B |
| 5 |
Dominion Energy
D
|
$1.23B |
Top Sells
| 1 |
UnitedHealth
UNH
|
$4.7B |
| 2 |
Gilead Sciences
GILD
|
$2.61B |
| 3 |
Salesforce
CRM
|
$2.56B |
| 4 |
GE HealthCare
GEHC
|
$2.31B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$1.77B |
Sector Composition
| 1 | Technology | 29.16% |
| 2 | Consumer Discretionary | 13.59% |
| 3 | Healthcare | 12.72% |
| 4 | Industrials | 11.43% |
| 5 | Financials | 9.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Dayforce
DAY
$11B
| $190M | 0.04% | 3,433,666 -6,072,133 | -64% | -$336M |
|
|
NEE.PRT
227
NextEra Energy, Inc. 7.234% Corporate Units
NEE.PRT
$1.36B
| $189M | 0.04% | +4,261,472 | New | +$189M |
|
228
Semtech
SMTC
$5.04B
| $186M | 0.04% | 4,120,304 +1,521,288 | +59% | +$68.7M |
|
229
Suncor Energy
SU
$50.1B
| $185M | 0.04% | 4,927,212 +38,245 | +0.8% | +$1.43M |
|
230
Alcon
ALC
$39.5B
| $184M | 0.04% | 2,083,839 +723,765 | +53% | +$64M |
|
231
Walmart
WMT
$774B
| $184M | 0.04% | 1,885,070 +2,354 | +0.1% | +$230K |
|
232
Monster Beverage
MNST
$60.9B
| $184M | 0.04% | 2,936,491 +767,424 | +35% | +$48.1M |
|
233
Silicon Laboratories
SLAB
$4.41B
| $178M | 0.04% | 1,206,937 -608,787 | -34% | -$89.7M |
|
234
HDFC Bank
HDB
$182B
| $177M | 0.04% | 2,307,215 -202,406 | -8% | -$15.5M |
|
235
BridgeBio Pharma
BBIO
$9.89B
| $172M | 0.03% | 3,988,298 -679,104 | -15% | -$29.3M |
|
236
Restaurant Brands International
QSR
$20.8B
| $172M | 0.03% | 2,591,542 -3,009,488 | -54% | -$199M |
|
237
KLA
KLAC
$115B
| $171M | 0.03% | 190,971 -141,515 | -43% | -$127M |
|
238
First Solar
FSLR
$20.9B
| $170M | 0.03% | 1,026,335 +474,912 | +86% | +$78.6M |
|
239
Casella Waste Systems
CWST
$6.26B
| $167M | 0.03% | 1,443,931 +357,610 | +33% | +$41.3M |
|
240
S&P Global
SPGI
$167B
| $166M | 0.03% | 315,742 -928,634 | -75% | -$490M |
|
241
General Mills
GIS
$26.4B
| $161M | 0.03% | 3,100,837 -2,401,297 | -44% | -$124M |
|
242
Goldman Sachs
GS
$226B
| $160M | 0.03% | 226,162 +174,241 | +336% | +$123M |
|
243
BBB Foods
TBBB
$3.09B
| $159M | 0.03% | 5,731,047 +373,961 | +7% | +$10.4M |
|
244
Lumentum
LITE
$9.28B
| $159M | 0.03% | 1,669,379 +678,069 | +68% | +$64.5M |
|
245
Q2 Holdings
QTWO
$4.92B
| $158M | 0.03% | 1,686,968 | – | – |
|
246
Lockheed Martin
LMT
$106B
| $157M | 0.03% | 339,205 -134,795 | -28% | -$62.4M |
|
247
Home BancShares
HOMB
$5.87B
| $157M | 0.03% | 5,513,147 +187,982 | +4% | +$5.35M |
|
248
SouthState
SSB
$10.3B
| $156M | 0.03% | 1,699,424 +1,807 | +0.1% | +$166K |
|
249
Knife River
KNF
$4.59B
| $155M | 0.03% | 1,902,744 +117,479 | +7% | +$9.59M |
|
250
Vaxcyte
PCVX
$4B
| $155M | 0.03% | 4,771,786 -1,338,322 | -22% | -$43.5M |
|