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 |
Rivian
RIVN
|
+$2.56B |
| 2 |
Amazon
AMZN
|
+$1.88B |
| 3 |
Apple
AAPL
|
+$1.45B |
| 4 |
GE Aerospace
GE
|
+$1.44B |
| 5 |
Mercado Libre
MELI
|
+$1.06B |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
+$3.51B |
| 2 |
Broadcom
AVGO
|
+$2.07B |
| 3 |
Netflix
NFLX
|
+$1.92B |
| 4 |
Citigroup
C
|
+$1.75B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.49B |
Sector Composition
| 1 | Technology | 22.93% |
| 2 | Healthcare | 14.65% |
| 3 | Consumer Discretionary | 14.23% |
| 4 | Communication Services | 12.66% |
| 5 | Industrials | 8.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
SouthState Bank Corporation
SSB
$10.2B
| $248M | 0.05% |
3,095,366
-56,256
| -2% | -$4.51M |
|
227
GSK
GSK
$82.2B
| $246M | 0.05% |
4,455,010
-603
| -0% | -$33.2K |
|
|
OSH
228
DELISTED
Oak Street Health, Inc.
OSH
| $244M | 0.05% |
7,360,139
+4,072,919
| +124% | +$135M |
|
229
ZTO Express
ZTO
$15.2B
| $244M | 0.05% |
8,630,100
+657
| +0% | +$18.5K |
|
230
RELX
RELX
$84.9B
| $243M | 0.05% |
7,449,934
-33
| -0% | -$1.08K |
|
231
Vontier
VNT
$6.29B
| $240M | 0.05% |
7,812,341
-6,713,867
| -46% | -$206M |
|
232
Nasdaq
NDAQ
$53.9B
| $239M | 0.05% |
3,414,720
-1,688,910
| -33% | -$118M |
|
233
Peloton Interactive
PTON
$3.09B
| $238M | 0.05% |
6,665,016
-2,103,507
| -24% | -$75.2M |
|
234
Nutrien
NTR
$27.7B
| $236M | 0.05% |
3,131,868
-462
| -0% | -$34.7K |
|
235
Air Products & Chemicals
APD
$65.2B
| $234M | 0.05% |
767,945
+219
| +0% | +$66.6K |
|
236
Xcel Energy
XEL
$43.4B
| $229M | 0.05% |
3,375,576
-469
| -0% | -$31.8K |
|
237
Agilon Health
AGL
$443M
| $225M | 0.05% |
8,331,369
+2,610,640
| +46% | +$70.5M |
|
238
Americold
COLD
$3.93B
| $219M | 0.05% |
6,690,330
+2,147,431
| +47% | +$70.4M |
|
239
Cullen/Frost Bankers
CFR
$8.2B
| $218M | 0.05% |
1,732,189
-78,260
| -4% | -$9.87M |
|
240
Zoom
ZM
$25.1B
| $216M | 0.05% |
1,174,101
+340
| +0% | +$62.5K |
|
241
Darden Restaurants
DRI
$24.8B
| $215M | 0.05% |
1,426,520
+416,048
| +41% | +$62.7M |
|
|
GTM
242
ZoomInfo Technologies
GTM
$3.72B
| $213M | 0.05% |
3,317,349
+59,445
| +2% | +$3.82M |
|
243
Live Oak Bancshares
LOB
$1.67B
| $213M | 0.05% |
2,435,243
| – | – |
|
244
Warby Parker
WRBY
$3.26B
| $212M | 0.05% |
4,563,269
+2,795,782
| +158% | +$130M |
|
245
AvidXchange
AVDX
$2.06B
| $210M | 0.05% |
+14,693,518
| New | +$210M |
|
246
Progressive
PGR
$146B
| $206M | 0.05% |
2,006,119
-649
| -0% | -$66.6K |
|
247
SentinelOne
S
$6.13B
| $204M | 0.05% |
4,046,225
+2,046,225
| +102% | +$103M |
|
248
Centene
CNC
$16.3B
| $200M | 0.04% |
2,425,101
+1,249
| +0.1% | +$103K |
|
249
Grocery Outlet
GO
$1.74B
| $194M | 0.04% |
6,876,031
+5,406
| +0.1% | +$153K |
|
250
Bilibili
BILI
$10.5B
| $193M | 0.04% |
4,164,860
-599,998
| -13% | -$27.8M |
|