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 |
Amazon
AMZN
|
$10.1B |
| 2 |
AbbVie
ABBV
|
$1.41B |
| 3 |
Shopify
SHOP
|
$1.09B |
| 4 |
Eli Lilly
LLY
|
$945M |
| 5 |
Exxon Mobil
XOM
|
$890M |
Top Sells
| 1 |
JPMorgan Chase
JPM
|
$1.81B |
| 2 |
Deutsche Bank
DB
|
$1.49B |
| 3 |
Amgen
AMGN
|
$1.06B |
| 4 |
Charles Schwab
SCHW
|
$1.02B |
| 5 |
Broadcom
AVGO
|
$965M |
Sector Composition
| 1 | Technology | 19.65% |
| 2 | Healthcare | 16.3% |
| 3 | Consumer Discretionary | 11.31% |
| 4 | Industrials | 10.89% |
| 5 | Financials | 8.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
BHP
BHP
$142B
| – | – | -2,865 | Closed | -$224K |
|
427
Boston Properties
BXP
$11.5B
| – | – | -658,377 | Closed | -$84.8M |
|
428
Centene
CNC
$14.3B
| – | – | -2,427,382 | Closed | -$204M |
|
429
Coinbase
COIN
$78.2B
| – | – | -987,540 | Closed | -$187M |
|
|
430
Deutsche Bank
DB
$67.7B
| – | – | -117,021,869 | Closed | -$1.49B |
|
431
Equifax
EFX
$30.3B
| – | – | -504,697 | Closed | -$120M |
|
432
Freshworks
FRSH
$3.93B
| – | – | -3,276,608 | Closed | -$58.7M |
|
433
Frontdoor
FTDR
$4.43B
| – | – | -3,244,073 | Closed | -$96.8M |
|
434
GlobalFoundries
GFS
$18.5B
| – | – | -1,316,303 | Closed | -$82.2M |
|
435
Goosehead Insurance
GSHD
$2.15B
| – | – | -306,471 | Closed | -$24.1M |
|
436
Herbalife
HLF
$1.01B
| – | – | -4,802,262 | Closed | -$146M |
|
437
Illumina
ILMN
$15.8B
| – | – | -262,534 | Closed | -$91.7M |
|
438
Live Oak Bancshares
LOB
$1.77B
| – | – | -925,872 | Closed | -$47.1M |
|
439
Lowe's Companies
LOW
$145B
| – | – | -887,814 | Closed | -$180M |
|
440
Norfolk Southern
NSC
$62.8B
| – | – | -150,000 | Closed | -$42.8M |
|
|
OCFT
441
OneConnect Financial Technology
OCFT
$281M
| – | – | -6,439,815 | Closed | -$9.08M |
|
442
OneSpaWorld
OSW
$2.32B
| – | – | -2,210,048 | Closed | -$22.5M |
|
443
Petrobras Class A
PBR.A
$73.9B
| – | – | -22,078,822 | Closed | -$309M |
|
444
Roblox
RBLX
$86.4B
| – | – | -1,258,252 | Closed | -$58.2M |
|
445
Red Rock Resorts
RRR
$3.68B
| – | – | -490,000 | Closed | -$23.8M |
|
446
Shoals Technologies Group
SHLS
$1.09B
| – | – | -3,466,612 | Closed | -$59.1M |
|
447
Simply Good Foods
SMPL
$2.88B
| – | – | -1,700,000 | Closed | -$64.5M |
|
448
Target
TGT
$43.6B
| – | – | -345,150 | Closed | -$73.2M |
|
449
Twilio
TWLO
$16.2B
| – | – | -96,723 | Closed | -$15.9M |
|
450
Viavi Solutions
VIAV
$2.52B
| – | – | -495,009 | Closed | -$7.96M |
|