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 | |
|---|---|---|---|---|---|---|
451
Valero Energy
VLO
$47.2B
| – | – | -639,475 | Closed | -$64.9M |
|
452
ZimVie
ZIMV
$532M
| – | – | -156,278 | Closed | -$3.57M |
|
|
NBIS
453
Nebius Group N.V. Class A Ordinary Shares
NBIS
$16.3B
| $0 | ﹤0.01% | 17,025,521 | – | – |
|
|
CZOO
454
DELISTED
Cazoo Group Ltd
CZOO
| – | – | -2,235,270 | Closed | -$6.17M |
|
|
PLAN
455
DELISTED
Anaplan, Inc.
PLAN
| – | – | -195,000 | Closed | -$12.7M |
|
|
DCUE
456
DELISTED
Dominion Energy, Inc. 2019 Series A Corporate Units
DCUE
| – | – | -618,744 | Closed | -$62.8M |
|
|
GNOG
457
DELISTED
Golden Nugget Online Gaming, Inc. Class A Common Stock
GNOG
| – | – | -1,427,000 | Closed | -$10.1M |
|
|
MGP
458
DELISTED
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
| – | – | -11,363,182 | Closed | -$440M |
|
|
AZPN
459
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| – | – | -504,050 | Closed | -$83.4M |
|