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 | |
|---|---|---|---|---|---|---|
276
SiriusPoint
SPNT
$2.19B
| $116M | 0.02% | 5,700,000 -1,200,000 | -17% | -$24.5M |
|
277
REV Group
REVG
$2.6B
| $114M | 0.02% | 2,403,972 +211,574 | +10% | +$10.1M |
|
278
Lazard
LAZ
$5.39B
| $114M | 0.02% | 2,366,311 -1,421,986 | -38% | -$68.2M |
|
279
Danaher
DHR
$147B
| $113M | 0.02% | 570,549 -301,356 | -35% | -$59.5M |
|
|
TLN
280
Talen Energy Corporation Common Stock
TLN
$17.3B
| $111M | 0.02% | 381,416 -132,894 | -26% | -$38.6M |
|
281
Champion Homes, Inc.
SKY
$4.26B
| $109M | 0.02% | 1,742,594 +75,897 | +5% | +$4.75M |
|
282
Insight Enterprises
NSIT
$4.1B
| $109M | 0.02% | 787,963 +24,443 | +3% | +$3.38M |
|
283
Floor & Decor
FND
$8.82B
| $104M | 0.02% | 1,375,193 -10,031,121 | -88% | -$762M |
|
284
Franco-Nevada
FNV
$36.3B
| $104M | 0.02% | +633,035 | New | +$104M |
|
285
ConocoPhillips
COP
$124B
| $102M | 0.02% | 1,138,196 +5,609 | +0.5% | +$503K |
|
286
Grab
GRAB
$20.3B
| $100M | 0.02% | 19,961,337 -1,693,518 | -8% | -$8.52M |
|
287
Acushnet Holdings
GOLF
$4.5B
| $98.3M | 0.02% | 1,350,000 +338,258 | +33% | +$24.6M |
|
288
Constellation Brands
STZ
$28.5B
| $97.3M | 0.02% | 597,996 -1,249,485 | -68% | -$203M |
|
289
KT
KT
$9.76B
| $96.2M | 0.02% | +4,627,297 | New | +$96.2M |
|
290
CNX Resources
CNX
$4.13B
| $96M | 0.02% | 2,850,000 +575,000 | +25% | +$19.4M |
|
291
New York Times
NYT
$9.74B
| $94.5M | 0.02% | 1,688,064 +182,064 | +12% | +$10.2M |
|
292
Comfort Systems
FIX
$24.8B
| $94.2M | 0.02% | 175,660 | – | – |
|
293
Ollie's Bargain Outlet
OLLI
$7.78B
| $92.8M | 0.02% | 704,110 -1,131,022 | -62% | -$149M |
|
294
Emerson Electric
EMR
$74.3B
| $92.5M | 0.02% | 693,637 +4,935 | +0.7% | +$658K |
|
295
Black Hills Corp
BKH
$4.36B
| $92.1M | 0.02% | 1,641,122 -222,071 | -12% | -$12.5M |
|
|
UMH
296
UMH Properties
UMH
$1.33B
| $91.9M | 0.02% | 5,471,303 +434,695 | +9% | +$7.3M |
|
297
Klaviyo
KVYO
$9.73B
| $91.3M | 0.02% | 2,718,867 | – | – |
|
298
Apollo Global Management Series A
APO.PRA
$2.06B
| $89.2M | 0.02% | 1,192,174 | – | – |
|
299
CONMED
CNMD
$1.68B
| $87.3M | 0.02% | 1,676,164 +2,760 | +0.2% | +$144K |
|
300
Grand Canyon Education
LOPE
$5.66B
| $85.6M | 0.02% | 452,848 -47,640 | -10% | -$9M |
|