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 |
Eli Lilly
LLY
|
+$4.15B |
| 2 |
NVIDIA
NVDA
|
+$4.1B |
| 3 |
Starbucks
SBUX
|
+$3.07B |
| 4 |
Vertex Pharmaceuticals
VRTX
|
+$1.91B |
| 5 |
UnitedHealth
UNH
|
+$1.46B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$5.5B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$3.28B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.66B |
| 4 |
GE Aerospace
GE
|
+$1.57B |
| 5 |
PNC Financial Services
PNC
|
+$1.44B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.59% |
| 2 | Healthcare | 17.77% |
| 3 | Consumer Discretionary | 12.89% |
| 4 | Industrials | 11.65% |
| 5 | Financials | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
Hershey
HSY
$37B
| $308K | ﹤0.01% |
+1,800
| New | +$295K |
|
452
Performance Food Group
PFGC
$16.9B
| $275K | ﹤0.01% |
3,500
| – | – |
|
453
Vanguard Total International Stock ETF
VXUS
$164B
| $244K | ﹤0.01% |
3,907
-19,295
| -83% | -$1.19M |
|
454
iShares Russell 1000 Growth ETF
IWF
$128B
| $231K | ﹤0.01% |
2,564
-5,972
| -70% | -$589K |
|
455
Assurant
AIZ
$13.9B
| $218K | ﹤0.01% |
1,041
| – | – |
|
456
Airbnb
ABNB
$108B
| – | – |
-1,291,892
| Closed | -$170M |
|
457
Arhaus
ARHS
$1.37B
| – | – |
-1,653,287
| Closed | -$15.5M |
|
458
Bentley Systems
BSY
$10.8B
| – | – |
-681,446
| Closed | -$31.8M |
|
459
Coherent
COHR
$69.6B
| – | – |
-381,977
| Closed | -$36.2M |
|
460
East-West Bancorp
EWBC
$18.5B
| – | – |
-4,282,136
| Closed | -$410M |
|
461
Globant
GLOB
$1.67B
| – | – |
-228,179
| Closed | -$48.9M |
|
462
Globalstar
GSAT
$10.8B
| – | – |
-1,191,533
| Closed | -$37M |
|
463
Mattel
MAT
$4.19B
| – | – |
-2,000,000
| Closed | -$35.5M |
|
464
Moelis & Co
MC
$4.91B
| – | – |
-280,460
| Closed | -$20.7M |
|
465
Noble Corp
NE
$7.04B
| – | – |
-1,881,100
| Closed | -$59.1M |
|
466
Novartis
NVS
$290B
| – | – |
-907,138
| Closed | -$88.3M |
|
467
Nexstar Media Group
NXST
$5.7B
| – | – |
-382,640
| Closed | -$60.4M |
|
468
Saia
SAIA
$9.73B
| – | – |
-509,876
| Closed | -$232M |
|
469
TriNet
TNET
$3.07B
| – | – |
-2,822,839
| Closed | -$256M |
|
470
Tapestry
TPR
$31.1B
| – | – |
-2,577,861
| Closed | -$168M |
|
471
Telus
TU
$15B
| – | – |
-13,729,180
| Closed | -$186M |
|
472
Vanguard FTSE Developed Markets ETF
VEA
$238B
| – | – |
-8,885
| Closed | -$425K |
|
473
Cactus
WHD
$5.8B
| – | – |
-428,466
| Closed | -$25M |
|
474
Zegna
ZGN
$3.76B
| – | – |
-7,252,513
| Closed | -$59.9M |
|
|
SOBO
475
South Bow Corp
SOBO
$7.64B
| – | – |
-387,875
| Closed | -$9.15M |
|
Similar funds
Capital Research Global Investors's Q1 2025 Portfolio in Review
As of Q1 2025, Capital Research Global Investors held 477 positions worth $460B, down 5.4% from $486B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Capital Research Global Investors's Q1 2025 filing shows 39 new, 191 increased, 187 reduced and 21 closed positions. Its largest new stake was Charter Communications: 1,626,990 shares worth $600M. The largest sale was Apple, an estimated $5.5B.
By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Healthcare and Consumer Discretionary.
- Capital Research Global Investors's largest Q1 2025 buy was Charter Communications: 1,626,990 shares worth $600M.
- Capital Research Global Investors added most to Eli Lilly in Q1 2025, an estimated $4.15B increase.
- Capital Research Global Investors's biggest Q1 2025 reduction was Apple, cutting an estimated $5.5B.
- Capital Research Global Investors fully exited East-West Bancorp in Q1 2025, selling an estimated $410M.
- Capital Research Global Investors's ten largest holdings make up 31% of its $460B portfolio in Q1 2025.
- Capital Research Global Investors opened 39 new positions and closed 21 in Q1 2025.
- Capital Research Global Investors's portfolio value fell 5.4% quarter-over-quarter to $460B.
Based on Capital Research Global Investors's 13F filing for Q1 2025, filed 12 May 2025.