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 |
Uber
UBER
|
+$3.72B |
| 2 |
Boeing
BA
|
+$2.02B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.76B |
| 4 |
Eli Lilly
LLY
|
+$1.24B |
| 5 |
Wells Fargo
WFC
|
+$970M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
United Rentals
URI
|
+$2.64B |
| 2 |
Texas Instruments
TXN
|
+$2.62B |
| 3 |
GE Aerospace
GE
|
+$1.9B |
| 4 |
Carrier Global
CARR
|
+$1.49B |
| 5 |
Blackrock
BLK
|
+$1.47B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.35% |
| 2 | Healthcare | 14.54% |
| 3 | Consumer Discretionary | 13.77% |
| 4 | Industrials | 11.27% |
| 5 | Communication Services | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Champion Homes
SKY
$5.16B
| $99M | 0.02% |
+1,123,479
| New | +$109M |
|
|
AL
302
DELISTED
Air Lease Corp
AL
| $98.8M | 0.02% |
2,050,000
+690,000
| +51% | +$32.6M |
|
303
Sterling Infrastructure
STRL
$16.8B
| $96.9M | 0.02% |
574,976
+252,934
| +79% | +$43.7M |
|
304
BridgeBio Pharma
BBIO
$16B
| $96.8M | 0.02% |
3,526,747
+912,439
| +35% | +$23.6M |
|
305
US Bancorp
USB
$101B
| $96.4M | 0.02% |
2,014,717
+3,389
| +0.2% | +$167K |
|
306
Structure Therapeutics
GPCR
$3.84B
| $95.9M | 0.02% |
3,537,341
+6,891
| +0.2% | +$244K |
|
307
Applied Materials
AMAT
$441B
| $94.6M | 0.02% |
581,589
+460,708
| +381% | +$83.5M |
|
308
CVB Financial
CVBF
$4.07B
| $94.4M | 0.02% |
+4,408,313
| New | +$93.2M |
|
309
UL Solutions
ULS
$15.5B
| $94.3M | 0.02% |
1,890,769
-9,231
| -0.5% | -$479K |
|
310
Fabrinet
FN
$20.9B
| $91.7M | 0.02% |
417,020
+363,228
| +675% | +$87.6M |
|
311
Stellantis
STLA
$20.2B
| $90.6M | 0.02% |
6,905,990
+5,208,889
| +307% | +$69.1M |
|
312
State Street
STT
$52B
| $89.7M | 0.02% |
914,141
+20,825
| +2% | +$1.97M |
|
313
Novartis
NVS
$289B
| $88.3M | 0.02% |
907,138
+1,703
| +0.2% | +$182K |
|
314
Establishment Labs
ESTA
$2.3B
| $88.1M | 0.02% |
1,911,525
+433,484
| +29% | +$18.9M |
|
|
BWIN
315
Baldwin Insurance Group
BWIN
$2.93B
| $87.6M | 0.02% |
+2,259,342
| New | +$105M |
|
316
Sempra
SRE
$56.6B
| $87.5M | 0.02% |
997,194
+26,656
| +3% | +$2.33M |
|
317
Welltower
WELL
$169B
| $85.6M | 0.02% |
678,940
+14,994
| +2% | +$1.97M |
|
318
Emerson Electric
EMR
$89.6B
| $85.1M | 0.02% |
687,069
+1,426
| +0.2% | +$173K |
|
319
Western Union
WU
$2.27B
| $81.3M | 0.02% |
7,667,247
+4,366
| +0.1% | +$48.4K |
|
320
SS&C Technologies
SSNC
$18.9B
| $80.4M | 0.02% |
1,060,329
+1,608
| +0.2% | +$120K |
|
321
CubeSmart
CUBE
$9.42B
| $79.3M | 0.02% |
1,851,247
-361,932
| -16% | -$17.4M |
|
322
Steven Madden
SHOO
$3.47B
| $78.9M | 0.02% |
1,856,001
| – | – |
|
323
New York Times
NYT
$10.3B
| $78.3M | 0.02% |
1,505,000
| – | – |
|
324
Tyson Foods
TSN
$19.8B
| $77.2M | 0.02% |
1,344,804
-92,780
| -6% | -$5.6M |
|
325
Praxis Precision Medicines
PRAX
$10.6B
| $76.5M | 0.02% |
993,569
-3,525
| -0.4% | -$255K |
|
Similar funds
Capital Research Global Investors's Q4 2024 Portfolio in Review
As of Q4 2024, Capital Research Global Investors held 466 positions worth $486B, up 1.1% from $481B the previous quarter. Its ten largest holdings account for 33% of the portfolio.
Capital Research Global Investors's Q4 2024 filing shows 50 new, 190 increased, 159 reduced and 28 closed positions. Its largest new stake was Ansys: 2,060,671 shares worth $695M. The largest sale was United Rentals, an estimated $2.64B.
By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Healthcare and Consumer Discretionary.
- Capital Research Global Investors's largest Q4 2024 buy was Ansys: 2,060,671 shares worth $695M.
- Capital Research Global Investors added most to Uber in Q4 2024, an estimated $3.72B increase.
- Capital Research Global Investors's biggest Q4 2024 reduction was United Rentals, cutting an estimated $2.64B.
- Capital Research Global Investors fully exited Intel in Q4 2024, selling an estimated $706M.
- Capital Research Global Investors's ten largest holdings make up 33% of its $486B portfolio in Q4 2024.
- Capital Research Global Investors opened 50 new positions and closed 28 in Q4 2024.
- Capital Research Global Investors's portfolio value rose 1.1% quarter-over-quarter to $486B.
Based on Capital Research Global Investors's 13F filing for Q4 2024, filed 13 Feb 2025.