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
|
$1.17B |
| 2 |
Vale
VALE
|
$925M |
| 3 |
Microsoft
MSFT
|
$891M |
| 4 |
Comcast
CMCSA
|
$851M |
| 5 |
Micron Technology
MU
|
$788M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$3.19B |
| 2 |
AbbVie
ABBV
|
$1.92B |
| 3 |
Broadcom
AVGO
|
$1.22B |
| 4 |
UnitedHealth
UNH
|
$1.08B |
| 5 |
United Parcel Service
UPS
|
$985M |
Sector Composition
| 1 | Technology | 18.99% |
| 2 | Healthcare | 15.55% |
| 3 | Communication Services | 13.77% |
| 4 | Consumer Discretionary | 13.26% |
| 5 | Financials | 10.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
NUAN
326
DELISTED
Nuance Communications, Inc.
NUAN
| $87.9M | 0.02% | 2,014,400 -388,000 | -16% | -$16.9M |
|
327
Chubb
CB
$110B
| $87.8M | 0.02% | 555,918 -94 | -0% | -$14.8K |
|
328
Skechers
SKX
$9.48B
| $87.6M | 0.02% | 2,100,000 +200,000 | +11% | +$8.34M |
|
329
MSCI
MSCI
$43.9B
| $86.6M | 0.02% | +206,539 | New | +$86.6M |
|
330
Visa
V
$683B
| $83M | 0.02% | 392,021 +2,285 | +0.6% | +$484K |
|
|
ARCE
331
DELISTED
Arco Platform Limited Class A Common Shares
ARCE
| $82.9M | 0.02% | 3,272,939 +30,000 | +0.9% | +$760K |
|
332
Roblox
RBLX
$86.4B
| $81.7M | 0.02% | +1,259,723 | New | +$81.7M |
|
333
Pegasystems
PEGA
$9.27B
| $81.4M | 0.02% | 711,616 | – | – |
|
|
BTRS
334
DELISTED
BTRS Holdings Inc. Class 1 Common Stock
BTRS
| $79.3M | 0.02% | +5,480,000 | New | +$79.3M |
|
335
Skillz
SKLZ
$135M
| $77.5M | 0.02% | 4,498,958 | – | – |
|
336
Jack Henry & Associates
JKHY
$11.9B
| $75.9M | 0.02% | 500,450 | – | – |
|
337
Grifois
GRFS
$6.78B
| $75.8M | 0.02% | 4,386,691 +7,714 | +0.2% | +$133K |
|
338
Vroom, Inc. Common Stock
VRM
$148M
| $74.9M | 0.02% | 1,921,700 +607,700 | +46% | +$23.7M |
|
339
Asana
ASAN
$3.44B
| $71.5M | 0.02% | 2,500,643 +109,951 | +5% | +$3.14M |
|
340
Cemex
CX
$13.2B
| $70.9M | 0.02% | +10,170,675 | New | +$70.9M |
|
341
TELUS International
TIXT
$1.08B
| $70.8M | 0.02% | +2,531,076 | New | +$70.8M |
|
342
C3.ai
AI
$2.33B
| $70.8M | 0.02% | 1,073,452 -426,548 | -28% | -$28.1M |
|
343
AT&T
T
$209B
| $70.6M | 0.02% | 2,331,590 -5,638,194 | -71% | -$171M |
|
344
Levi Strauss
LEVI
$8.85B
| $70.5M | 0.02% | 2,950,000 | – | – |
|
345
Leslie's
LESL
$61.7M
| $64.6M | 0.02% | 2,637,675 -1,362,325 | -34% | -$33.4M |
|
346
Fiserv
FI
$75.1B
| $63.9M | 0.02% | 536,700 -3 | -0% | -$357 |
|
347
Silicon Laboratories
SLAB
$4.41B
| $62.1M | 0.02% | 439,900 | – | – |
|
348
Emerson Electric
EMR
$74.3B
| $61.7M | 0.02% | 684,004 +234 | +0% | +$21.1K |
|
349
Bandwidth Inc
BAND
$452M
| $61.7M | 0.02% | 486,900 -31,500 | -6% | -$3.99M |
|
350
CAE Inc
CAE
$8.64B
| $60.6M | 0.01% | 2,125,000 | – | – |
|