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 |
JPMorgan Chase
JPM
|
+$1.79B |
| 2 |
PNC Financial Services
PNC
|
+$1.5B |
| 3 |
Vale
VALE
|
+$1.41B |
| 4 |
Chevron
CVX
|
+$1.32B |
| 5 |
Citigroup
C
|
+$1.25B |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
+$1.66B |
| 2 |
Corpay
CPAY
|
+$1.64B |
| 3 |
Exxon Mobil
XOM
|
+$1.14B |
| 4 |
Constellation Brands
STZ
|
+$1.08B |
| 5 |
Dominion Energy
D
|
+$841M |
Sector Composition
| 1 | Technology | 19.84% |
| 2 | Healthcare | 16.81% |
| 3 | Communication Services | 14.24% |
| 4 | Consumer Discretionary | 13.11% |
| 5 | Financials | 8.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
OCFT
226
OneConnect Financial Technology
OCFT
$281M
| $234M | 0.06% |
1,184,754
+39,486
| +3% | +$7.78M |
|
227
Tesla
TSLA
$1.28T
| $231M | 0.06% |
981,462
+180
| +0% | +$42.3K |
|
228
AT&T
T
$211B
| $229M | 0.06% |
10,551,994
+6,995
| +0.1% | +$152K |
|
229
Copart
CPRT
$46.8B
| $226M | 0.06% |
7,111,488
+221,148
| +3% | +$7.04M |
|
230
Johnson & Johnson
JNJ
$429B
| $225M | 0.06% |
1,430,957
-725,177
| -34% | -$114M |
|
231
Xcel Energy
XEL
$43.4B
| $225M | 0.06% |
3,374,097
+2,493
| +0.1% | +$166K |
|
232
Novartis
NVS
$240B
| $223M | 0.06% |
2,363,280
+455,234
| +24% | +$43M |
|
233
DoorDash
DASH
$110B
| $221M | 0.06% |
+1,550,136
| New | +$221M |
|
234
United Rentals
URI
$60.4B
| $219M | 0.06% |
945,782
+302
| +0% | +$70K |
|
235
RELX
RELX
$84.9B
| $214M | 0.06% |
8,673,085
+1,599
| +0% | +$39.4K |
|
236
Match Group
MTCH
$9.08B
| $213M | 0.06% |
1,408,017
+631
| +0% | +$95.4K |
|
237
New York Times
NYT
$9.59B
| $212M | 0.06% |
4,093,212
+868
| +0% | +$44.9K |
|
238
Freshpet
FRPT
$2.67B
| $211M | 0.05% |
1,488,032
-60,500
| -4% | -$8.59M |
|
239
GSK
GSK
$82.2B
| $210M | 0.05% |
4,571,906
+576,903
| +14% | +$26.5M |
|
240
Madrigal Pharmaceuticals
MDGL
$9.63B
| $210M | 0.05% |
1,890,787
+5,460
| +0.3% | +$607K |
|
241
ManpowerGroup
MAN
$1.78B
| $209M | 0.05% |
2,322,793
-902,597
| -28% | -$81.4M |
|
242
C3.ai
AI
$2.26B
| $208M | 0.05% |
+1,500,000
| New | +$208M |
|
243
Kimco Realty
KIM
$15.2B
| $207M | 0.05% |
13,801,820
+537,194
| +4% | +$8.06M |
|
244
West Pharmaceutical
WST
$18.2B
| $207M | 0.05% |
731,139
-149,910
| -17% | -$42.5M |
|
|
GTM
245
ZoomInfo Technologies
GTM
$3.72B
| $205M | 0.05% |
4,255,490
+2,029,535
| +91% | +$97.9M |
|
246
Progressive
PGR
$146B
| $198M | 0.05% |
2,005,404
+1,549
| +0.1% | +$153K |
|
247
Franklin Resources
BEN
$12.8B
| $198M | 0.05% |
+7,932,721
| New | +$198M |
|
248
Centene
CNC
$16.3B
| $196M | 0.05% |
3,267,985
-1,552,079
| -32% | -$93.2M |
|
|
AVLR
249
DELISTED
Avalara, Inc.
AVLR
| $194M | 0.05% |
1,176,375
+362
| +0% | +$59.7K |
|
250
BWX Technologies
BWXT
$15.4B
| $187M | 0.05% |
3,102,844
-1,203,924
| -28% | -$72.6M |
|