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
| Rank | Stock | Value |
|---|---|---|
| 1 |
Uber
UBER
|
+$3.72B |
| 2 |
Boeing
BA
|
+$2.02B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.76B |
| 4 |
Eli Lilly
LLY
|
+$1.24B |
| 5 |
Wells Fargo
WFC
|
+$970M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
United Rentals
URI
|
+$2.64B |
| 2 |
Texas Instruments
TXN
|
+$2.62B |
| 3 |
GE Aerospace
GE
|
+$1.9B |
| 4 |
Carrier Global
CARR
|
+$1.49B |
| 5 |
Blackrock
BLK
|
+$1.47B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.35% |
| 2 | Healthcare | 14.54% |
| 3 | Consumer Discretionary | 13.77% |
| 4 | Industrials | 11.27% |
| 5 | Communication Services | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
State Street SPDR S&P 500 ETF Trust
SPY
$814B
| $3.19M | ﹤0.01% |
5,427
+1,877
| +53% | +$1.11M |
|
427
Banco Bilbao Vizcaya Argentaria
BBVA
$159B
| $2.56M | ﹤0.01% |
262,755
-386
| -0.1% | -$3.82K |
|
428
Rio Tinto
RIO
$162B
| $1.97M | ﹤0.01% |
+33,611
| New | +$2.15M |
|
|
AVDX
429
DELISTED
AvidXchange
AVDX
| $1.71M | ﹤0.01% |
164,986
-5,783,181
| -97% | -$56.5M |
|
430
Vanguard Total International Stock ETF
VXUS
$164B
| $1.37M | ﹤0.01% |
+23,202
| New | +$1.44M |
|
431
STMicroelectronics
STM
$49B
| $1.24M | ﹤0.01% |
+49,840
| New | +$1.32M |
|
432
NatWest
NWG
$77.1B
| $1.02M | ﹤0.01% |
+100,136
| New | +$991K |
|
433
iShares Russell 1000 Growth ETF
IWF
$129B
| $865K | ﹤0.01% |
+8,536
| New | +$840K |
|
434
Vanguard FTSE Developed Markets ETF
VEA
$239B
| $425K | ﹤0.01% |
8,885
+2,710
| +44% | +$136K |
|
435
Performance Food Group
PFGC
$16.9B
| $296K | ﹤0.01% |
3,500
| – | – |
|
436
Essent Group
ESNT
$6.14B
| $245K | ﹤0.01% |
+4,500
| New | +$261K |
|
437
Assurant
AIZ
$14B
| $222K | ﹤0.01% |
1,041
| – | – |
|
438
Arch Capital
ACGL
$33.4B
| – | – |
-2,530
| Closed | -$283K |
|
439
Ares Management
ARES
$32.5B
| – | – |
-45,670
| Closed | -$7.12M |
|
440
Arrow Electronics
ARW
$10.7B
| – | – |
-1,531
| Closed | -$203K |
|
441
Academy Sports + Outdoors
ASO
$3.06B
| – | – |
-338,933
| Closed | -$19.8M |
|
442
Builders FirstSource
BLDR
$7.85B
| – | – |
-937,283
| Closed | -$182M |
|
443
Celsius Holdings
CELH
$6.98B
| – | – |
-1,847,310
| Closed | -$57.9M |
|
444
Churchill Downs
CHDN
$6.13B
| – | – |
-1,310,459
| Closed | -$177M |
|
445
EPAM Systems
EPAM
$5.15B
| – | – |
-2,435,321
| Closed | -$485M |
|
|
B
446
Barrick Mining
B
$66.9B
| – | – |
-7,498,618
| Closed | -$149M |
|
447
Helmerich & Payne
HP
$4.26B
| – | – |
-100,000
| Closed | -$3.04M |
|
448
Hilltop Holdings
HTH
$2.27B
| – | – |
-1,450,000
| Closed | -$46.6M |
|
449
HubSpot
HUBS
$10.5B
| – | – |
-14,165
| Closed | -$7.53M |
|
450
Immunovant
IMVT
$8.72B
| – | – |
-976,237
| Closed | -$27.8M |
|
Similar funds
Capital Research Global Investors's Q4 2024 Portfolio in Review
As of Q4 2024, Capital Research Global Investors held 466 positions worth $486B, up 1.1% from $481B the previous quarter. Its ten largest holdings account for 33% of the portfolio.
Capital Research Global Investors's Q4 2024 filing shows 50 new, 190 increased, 159 reduced and 28 closed positions. Its largest new stake was Ansys: 2,060,671 shares worth $695M. The largest sale was United Rentals, an estimated $2.64B.
By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Healthcare and Consumer Discretionary.
- Capital Research Global Investors's largest Q4 2024 buy was Ansys: 2,060,671 shares worth $695M.
- Capital Research Global Investors added most to Uber in Q4 2024, an estimated $3.72B increase.
- Capital Research Global Investors's biggest Q4 2024 reduction was United Rentals, cutting an estimated $2.64B.
- Capital Research Global Investors fully exited Intel in Q4 2024, selling an estimated $706M.
- Capital Research Global Investors's ten largest holdings make up 33% of its $486B portfolio in Q4 2024.
- Capital Research Global Investors opened 50 new positions and closed 28 in Q4 2024.
- Capital Research Global Investors's portfolio value rose 1.1% quarter-over-quarter to $486B.
Based on Capital Research Global Investors's 13F filing for Q4 2024, filed 13 Feb 2025.