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 |
CSX Corp
CSX
|
$2.93B |
| 2 |
Shopify
SHOP
|
$1.7B |
| 3 |
PepsiCo
PEP
|
$975M |
| 4 |
Futu Holdings
FUTU
|
$654M |
| 5 |
Ferrari
RACE
|
$604M |
Top Sells
| 1 |
Broadcom
AVGO
|
$1.38B |
| 2 |
Microsoft
MSFT
|
$1.28B |
| 3 |
Constellation Brands
STZ
|
$1.03B |
| 4 |
EOG Resources
EOG
|
$913M |
| 5 |
Amgen
AMGN
|
$806M |
Sector Composition
| 1 | Technology | 19.95% |
| 2 | Healthcare | 14.72% |
| 3 | Communication Services | 14.69% |
| 4 | Consumer Discretionary | 13.44% |
| 5 | Financials | 9.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Royal Bank of Canada
RY
$205B
| – | – | -2,031,372 | Closed | -$187M |
|
452
Sempra
SRE
$53.9B
| – | – | -331,483 | Closed | -$43.9M |
|
453
TJX Companies
TJX
$152B
| – | – | -3,845,386 | Closed | -$254M |
|
454
Workday
WDAY
$61.6B
| – | – | -402,789 | Closed | -$100M |
|
455
Williams Companies
WMB
$70.7B
| – | – | -1,310,911 | Closed | -$31.1M |
|
|
AIFU
456
AIFU Inc. Class A Ordinary Share
AIFU
$67.5M
| – | – | -623,758 | Closed | -$8.69M |
|
|
LHDX
457
DELISTED
Lucira Health, Inc. Common Stock
LHDX
| – | – | -1,115,416 | Closed | -$13.5M |
|
|
HOME
458
DELISTED
At Home Group Inc.
HOME
| – | – | -978,981 | Closed | -$28.1M |
|
|
GWPH
459
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
| – | – | -41,719 | Closed | -$9.05M |
|
|
IPHI
460
DELISTED
INPHI CORPORATION
IPHI
| – | – | -1,927,533 | Closed | -$344M |
|
|
ATVI
461
DELISTED
Activision Blizzard Inc.
ATVI
| – | – | -113,165 | Closed | -$10.5M |
|