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
|
$8.31B |
| 2 |
Apple
AAPL
|
$7.86B |
| 3 |
Salesforce
CRM
|
$2.52B |
| 4 |
UnitedHealth
UNH
|
$2.25B |
| 5 |
Meta Platforms (Facebook)
META
|
$2.2B |
Top Sells
| 1 |
Broadcom
AVGO
|
$10.3B |
| 2 |
Abbott
ABT
|
$2.78B |
| 3 |
GE Aerospace
GE
|
$2.39B |
| 4 |
Micron Technology
MU
|
$1.93B |
| 5 |
Norwegian Cruise Line
NCLH
|
$1.19B |
Sector Composition
| 1 | Technology | 27.28% |
| 2 | Healthcare | 15.12% |
| 3 | Industrials | 12.22% |
| 4 | Consumer Discretionary | 11.81% |
| 5 | Communication Services | 9.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
BridgeBio Pharma
BBIO
$9.89B
| $56M | 0.01% | 2,212,085 | – | – |
|
327
Bristol-Myers Squibb
BMY
$96B
| $55.7M | 0.01% | +1,341,776 | New | +$55.7M |
|
328
Shell
SHEL
$215B
| $55.4M | 0.01% | 767,922 -1,245,862 | -62% | -$89.9M |
|
|
AZPN
329
DELISTED
Aspen Technology Inc
AZPN
| $53.5M | 0.01% | 269,467 -24,311 | -8% | -$4.83M |
|
330
Trex
TREX
$6.61B
| $52.3M | 0.01% | 705,297 | – | – |
|
331
Vista Energy
VIST
$4.06B
| $52.1M | 0.01% | 1,145,694 -85,713 | -7% | -$3.9M |
|
332
MKS Inc. Common Stock
MKSI
$6.94B
| $50.6M | 0.01% | 387,153 | – | – |
|
333
Globant
GLOB
$2.96B
| $49.9M | 0.01% | 279,745 +133,181 | +91% | +$23.7M |
|
334
Delta Air Lines
DAL
$40.3B
| $49.4M | 0.01% | +1,042,213 | New | +$49.4M |
|
335
ManpowerGroup
MAN
$1.96B
| $47M | 0.01% | 673,630 -253,734 | -27% | -$17.7M |
|
336
Starbucks
SBUX
$100B
| $46.5M | 0.01% | 597,459 +708 | +0.1% | +$55.1K |
|
337
Establishment Labs
ESTA
$1.2B
| $45.5M | 0.01% | 1,000,744 +99,212 | +11% | +$4.51M |
|
338
Hilltop Holdings
HTH
$2.21B
| $45.4M | 0.01% | 1,450,000 -800,000 | -36% | -$25M |
|
339
AT&T
T
$209B
| $45.1M | 0.01% | 2,360,169 +24,882 | +1% | +$475K |
|
340
Qualcomm
QCOM
$173B
| $45M | 0.01% | +225,964 | New | +$45M |
|
341
Installed Building Products
IBP
$7.1B
| $44.9M | 0.01% | 218,259 | – | – |
|
|
CHX
342
DELISTED
ChampionX
CHX
| $44.6M | 0.01% | 1,344,115 -681,379 | -34% | -$22.6M |
|
343
Mattel
MAT
$5.9B
| $43.9M | 0.01% | 2,700,000 -3,400,000 | -56% | -$55.3M |
|
344
Camping World
CWH
$1.1B
| $43.7M | 0.01% | 2,447,542 +288,505 | +13% | +$5.15M |
|
345
Cabot Corp
CBT
$4.34B
| $42.5M | 0.01% | 462,691 -58,795 | -11% | -$5.4M |
|
346
AvidXchange
AVDX
$2.06B
| $42.5M | 0.01% | 3,523,875 +213,240 | +6% | +$2.57M |
|
347
Pfizer
PFE
$141B
| $42.2M | 0.01% | 1,507,603 | – | – |
|
348
Freshpet
FRPT
$2.72B
| $41.8M | 0.01% | 323,005 | – | – |
|
349
NXP Semiconductors
NXPI
$59.2B
| $41.1M | 0.01% | 152,632 -691,640 | -82% | -$186M |
|
350
Helmerich & Payne
HP
$2.08B
| $39.7M | 0.01% | 1,099,207 -146,061 | -12% | -$5.28M |
|