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
|
$1.79B |
| 2 |
PNC Financial Services
PNC
|
$1.5B |
| 3 |
Vale
VALE
|
$1.41B |
| 4 |
Chevron
CVX
|
$1.32B |
| 5 |
Citigroup
C
|
$1.25B |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$1.66B |
| 2 |
Corpay
CPAY
|
$1.64B |
| 3 |
Exxon Mobil
XOM
|
$1.14B |
| 4 |
Constellation Brands
STZ
|
$1.08B |
| 5 |
Dominion Energy
D
|
$841M |
Sector Composition
| 1 | Technology | 19.84% |
| 2 | Healthcare | 16.81% |
| 3 | Communication Services | 14.24% |
| 4 | Consumer Discretionary | 13.11% |
| 5 | Financials | 8.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Outset Medical
OM
$247M
| – | – | -128,102 | Closed | -$6.41M |
|
427
Ferrari
RACE
$85B
| – | – | -110,000 | Closed | -$20.1M |
|
428
Robert Half
RHI
$3.8B
| – | – | -917,800 | Closed | -$48.6M |
|
429
Sphere Entertainment
SPHR
$1.63B
| – | – | -336,770 | Closed | -$23.1M |
|
430
Teck Resources
TECK
$16.7B
| – | – | -15,320,606 | Closed | -$213M |
|
431
TE Connectivity
TEL
$61B
| – | – | -391,000 | Closed | -$38.2M |
|
432
Vertex
VERX
$4.12B
| – | – | -35,472 | Closed | -$816K |
|
433
Vertex Pharmaceuticals
VRTX
$100B
| – | – | -1,250,658 | Closed | -$340M |
|
434
Wells Fargo
WFC
$263B
| – | – | -2,598,259 | Closed | -$61.1M |
|
|
SUMO
435
DELISTED
Sumo Logic, Inc. Common Stock
SUMO
| – | – | -1,000,000 | Closed | -$21.8M |
|
|
DHR.PRA
436
DELISTED
Danaher Corporation 4.75% Mandatory Convertible Preferred Stock, Series A
DHR.PRA
| – | – | -54,900 | Closed | -$81M |
|
|
NBL
437
DELISTED
Noble Energy, Inc.
NBL
| – | – | -8,300,000 | Closed | -$71M |
|