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 |
Eli Lilly
LLY
|
+$4.12B |
| 2 |
NVIDIA
NVDA
|
+$3.51B |
| 3 |
Starbucks
SBUX
|
+$2.92B |
| 4 |
Vertex Pharmaceuticals
VRTX
|
+$1.99B |
| 5 |
UnitedHealth
UNH
|
+$1.5B |
Top Sells
| 1 |
Apple
AAPL
|
+$5.28B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$2.8B |
| 3 |
GE Aerospace
GE
|
+$1.6B |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.49B |
| 5 |
PNC Financial Services
PNC
|
+$1.34B |
Sector Composition
| 1 | Technology | 23.87% |
| 2 | Healthcare | 17.77% |
| 3 | Consumer Discretionary | 12.84% |
| 4 | Industrials | 11.65% |
| 5 | Financials | 9.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Addus HomeCare
ADUS
$2.01B
| $52.8M | 0.01% |
534,391
+126,343
| +31% | +$12.5M |
|
|
CSW
352
CSW Industrials, Inc.
CSW
$4.19B
| $52.6M | 0.01% |
180,461
| – | – |
|
353
Regeneron Pharmaceuticals
REGN
$60.7B
| $52.1M | 0.01% |
+82,113
| New | +$52.1M |
|
354
Kenvue
KVUE
$35B
| $51.6M | 0.01% |
2,150,990
+9,390
| +0.4% | +$225K |
|
355
Elevance Health
ELV
$69.1B
| $51.2M | 0.01% |
+117,706
| New | +$51.2M |
|
356
Steven Madden
SHOO
$2.28B
| $51.2M | 0.01% |
1,920,521
+64,520
| +3% | +$1.72M |
|
357
Grocery Outlet
GO
$1.64B
| $49.8M | 0.01% |
3,559,597
| – | – |
|
358
Boot Barn
BOOT
$5.55B
| $49.7M | 0.01% |
462,618
-679,203
| -59% | -$73M |
|
359
Root
ROOT
$1.55B
| $49.2M | 0.01% |
+368,914
| New | +$49.2M |
|
360
Camping World
CWH
$1.07B
| $47.2M | 0.01% |
2,919,258
-503,452
| -15% | -$8.14M |
|
361
Viper Energy
VNOM
$6.33B
| $45.9M | 0.01% |
1,016,927
| – | – |
|
362
IDEAYA Biosciences
IDYA
$2.15B
| $44.8M | 0.01% |
2,734,923
+169,026
| +7% | +$2.77M |
|
|
SARO
363
StandardAero, Inc.
SARO
$9.04B
| $42.3M | 0.01% |
1,589,110
| – | – |
|
364
Trex
TREX
$6.42B
| $41M | 0.01% |
705,297
| – | – |
|
365
LyondellBasell Industries
LYB
$16.9B
| $40.8M | 0.01% |
579,974
| – | – |
|
366
Sterling Infrastructure
STRL
$9.82B
| $40.7M | 0.01% |
359,089
-215,887
| -38% | -$24.4M |
|
|
CHX
367
DELISTED
ChampionX
CHX
| $40.1M | 0.01% |
1,344,115
| – | – |
|
368
Cabot Corp
CBT
$4.2B
| $38.5M | 0.01% |
462,691
| – | – |
|
369
Pfizer
PFE
$136B
| $38.4M | 0.01% |
1,513,926
+3,464
| +0.2% | +$87.8K |
|
370
StepStone Group
STEP
$4.78B
| $38.1M | 0.01% |
728,532
| – | – |
|
371
Five Below
FIVE
$8.1B
| $37.9M | 0.01% |
505,303
| – | – |
|
372
Structure Therapeutics
GPCR
$1.16B
| $37.5M | 0.01% |
2,164,145
-1,373,196
| -39% | -$23.8M |
|
373
St. Joe Company
JOE
$3.02B
| $36.6M | 0.01% |
+778,534
| New | +$36.6M |
|
374
Moog
MOG.A
$6.24B
| $35.4M | 0.01% |
+204,349
| New | +$35.4M |
|
375
RH
RH
$4.17B
| $35.2M | 0.01% |
150,000
| – | – |
|