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
| Rank | Stock | Value |
|---|---|---|
| 1 |
Eli Lilly
LLY
|
+$4.15B |
| 2 |
NVIDIA
NVDA
|
+$4.1B |
| 3 |
Starbucks
SBUX
|
+$3.07B |
| 4 |
Vertex Pharmaceuticals
VRTX
|
+$1.91B |
| 5 |
UnitedHealth
UNH
|
+$1.46B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$5.5B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$3.28B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.66B |
| 4 |
GE Aerospace
GE
|
+$1.57B |
| 5 |
PNC Financial Services
PNC
|
+$1.44B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.59% |
| 2 | Healthcare | 17.77% |
| 3 | Consumer Discretionary | 12.89% |
| 4 | Industrials | 11.65% |
| 5 | Financials | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
PAR Technology
PAR
$749M
| $195M | 0.04% |
3,172,410
+89,345
| +3% | +$5.99M |
|
227
Suncor Energy
SU
$75.1B
| $189M | 0.04% |
4,888,967
+13,308
| +0.3% | +$508K |
|
228
Danaher
DHR
$143B
| $179M | 0.04% |
871,905
-4,940,823
| -85% | -$1.08B |
|
229
SLM Corp
SLM
$5.28B
| $175M | 0.04% |
5,952,386
+727,537
| +14% | +$21.3M |
|
230
Blackstone
BX
$111B
| $173M | 0.04% |
1,237,799
-153,204
| -11% | -$24.9M |
|
231
APi Group
APG
$18.6B
| $170M | 0.04% |
7,132,470
-9,288,456
| -57% | -$233M |
|
232
DraftKings
DKNG
$12.7B
| $170M | 0.04% |
5,106,522
-554,259
| -10% | -$22.8M |
|
233
Yum! Brands
YUM
$41.5B
| $169M | 0.04% |
1,075,437
-195,006
| -15% | -$28.1M |
|
234
MACOM Technology Solutions
MTSI
$23.9B
| $168M | 0.04% |
1,676,041
+393,083
| +31% | +$47.8M |
|
235
Thor Industries
THO
$4.1B
| $168M | 0.04% |
2,210,265
-22,859
| -1% | -$2.15M |
|
236
TFI International
TFII
$12.1B
| $167M | 0.04% |
2,154,253
-6,192,068
| -74% | -$685M |
|
237
HDFC Bank
HDB
$119B
| $167M | 0.04% |
5,019,242
-424
| -0% | -$12.9K |
|
238
Walmart Inc
WMT
$921B
| $165M | 0.04% |
1,882,716
+3,882
| +0.2% | +$364K |
|
239
Intel
INTC
$532B
| $165M | 0.04% |
+7,276,828
| New | +$159M |
|
240
Integer Holdings
ITGR
$4.26B
| $164M | 0.04% |
1,392,563
-18,240
| -1% | -$2.39M |
|
241
Lazard
LAZ
$4.28B
| $164M | 0.04% |
3,788,297
-641,479
| -14% | -$31.9M |
|
242
Qorvo
QRVO
$8.67B
| $163M | 0.04% |
+2,254,705
| New | +$172M |
|
243
BridgeBio Pharma
BBIO
$16.4B
| $161M | 0.04% |
4,667,402
+1,140,655
| +32% | +$38.5M |
|
244
Knife River
KNF
$3.78B
| $161M | 0.04% |
1,785,265
-151,267
| -8% | -$14.7M |
|
|
JHG
245
DELISTED
Janus Henderson
JHG
| $159M | 0.03% |
4,408,507
-411,497
| -9% | -$17M |
|
246
American Electric Power
AEP
$68.4B
| $159M | 0.03% |
1,452,562
+5,579
| +0.4% | +$565K |
|
247
Champion Homes
SKY
$5.15B
| $158M | 0.03% |
1,666,697
+543,218
| +48% | +$52.1M |
|
248
SouthState Bank Corp
SSB
$10.8B
| $158M | 0.03% |
1,697,617
+1,091,356
| +180% | +$107M |
|
|
LGF.B
249
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
| $157M | 0.03% |
19,760,621
+2,465,048
| +14% | +$19.7M |
|
250
Nike
NKE
$60.3B
| $154M | 0.03% |
2,432,544
+2,836
| +0.1% | +$209K |
|
Similar funds
Capital Research Global Investors's Q1 2025 Portfolio in Review
As of Q1 2025, Capital Research Global Investors held 477 positions worth $460B, down 5.4% from $486B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Capital Research Global Investors's Q1 2025 filing shows 39 new, 191 increased, 187 reduced and 21 closed positions. Its largest new stake was Charter Communications: 1,626,990 shares worth $600M. The largest sale was Apple, an estimated $5.5B.
By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Healthcare and Consumer Discretionary.
- Capital Research Global Investors's largest Q1 2025 buy was Charter Communications: 1,626,990 shares worth $600M.
- Capital Research Global Investors added most to Eli Lilly in Q1 2025, an estimated $4.15B increase.
- Capital Research Global Investors's biggest Q1 2025 reduction was Apple, cutting an estimated $5.5B.
- Capital Research Global Investors fully exited East-West Bancorp in Q1 2025, selling an estimated $410M.
- Capital Research Global Investors's ten largest holdings make up 31% of its $460B portfolio in Q1 2025.
- Capital Research Global Investors opened 39 new positions and closed 21 in Q1 2025.
- Capital Research Global Investors's portfolio value fell 5.4% quarter-over-quarter to $460B.
Based on Capital Research Global Investors's 13F filing for Q1 2025, filed 12 May 2025.