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 |
Broadcom
AVGO
|
$5.61B |
| 2 |
UBS Group
UBS
|
$1.71B |
| 3 |
JPMorgan Chase
JPM
|
$1.51B |
| 4 |
Goldman Sachs
GS
|
$1.15B |
| 5 |
Wells Fargo
WFC
|
$1.01B |
Top Sells
| 1 |
Amgen
AMGN
|
$1.96B |
| 2 |
Digital Realty Trust
DLR
|
$1.33B |
| 3 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
$981M |
| 4 |
Texas Instruments
TXN
|
$833M |
| 5 |
AET
Aetna Inc
AET
|
$831M |
Sector Composition
| 1 | Healthcare | 16.85% |
| 2 | Technology | 13.63% |
| 3 | Financials | 11.28% |
| 4 | Communication Services | 10.33% |
| 5 | Energy | 10.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
UBS Group
UBS
$128B
| $1.71B | 0.55% | +109,253,117 | New | +$1.71B |
|
52
Chevron
CVX
$324B
| $1.67B | 0.54% | 14,203,265 -906,539 | -6% | -$107M |
|
53
IBM
IBM
$227B
| $1.63B | 0.53% | 9,811,886 -694,290 | -7% | -$115M |
|
54
BioMarin Pharmaceuticals
BMRN
$11.2B
| $1.63B | 0.53% | 19,643,043 -573,172 | -3% | -$47.5M |
|
55
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.61B | 0.52% | 9,903,133 +1,103,013 | +13% | +$180M |
|
56
Teva Pharmaceuticals
TEVA
$21.1B
| $1.61B | 0.52% | 44,396,747 +23,520,998 | +113% | +$853M |
|
57
Las Vegas Sands
LVS
$39.6B
| $1.59B | 0.52% | 29,838,253 +1,054,397 | +4% | +$56.3M |
|
58
Caterpillar
CAT
$196B
| $1.51B | 0.49% | 16,298,180 -1,103,080 | -6% | -$102M |
|
|
VIAB
59
DELISTED
Viacom Inc. Class B
VIAB
| $1.49B | 0.48% | 42,513,714 +1,735 | +0% | +$60.9K |
|
60
Costco
COST
$418B
| $1.48B | 0.48% | 9,240,171 -109,500 | -1% | -$17.5M |
|
61
Western Union
WU
$2.8B
| $1.42B | 0.46% | 65,346,913 -732,615 | -1% | -$15.9M |
|
62
Microsoft
MSFT
$3.77T
| $1.4B | 0.45% | 22,499,205 +1,514 | +0% | +$94.1K |
|
|
63
Wells Fargo
WFC
$263B
| $1.39B | 0.45% | 25,239,466 +18,266,087 | +262% | +$1.01B |
|
|
PXD
64
DELISTED
Pioneer Natural Resource Co.
PXD
| $1.37B | 0.44% | 7,582,003 +215,001 | +3% | +$38.7M |
|
65
McDonald's
MCD
$224B
| $1.35B | 0.44% | 11,100,003 +135,899 | +1% | +$16.5M |
|
66
Exelon
EXC
$44.1B
| $1.27B | 0.41% | 35,760,733 -19,394,205 | -35% | -$688M |
|
|
VALE.P
67
DELISTED
Vale S A
VALE.P
| $1.27B | 0.41% | 183,602,433 +27,198,000 | +17% | +$187M |
|
68
Prudential Financial
PRU
$38.6B
| $1.25B | 0.41% | 12,045,305 +6,834,373 | +131% | +$711M |
|
|
NLSN
69
DELISTED
Nielsen Holdings plc
NLSN
| $1.16B | 0.38% | 27,723,831 +749,241 | +3% | +$31.4M |
|
70
Mastercard
MA
$538B
| $1.12B | 0.36% | 10,865,251 +3,851,593 | +55% | +$398M |
|
71
Nike
NKE
$114B
| $1.11B | 0.36% | 21,857,127 +5,568,520 | +34% | +$283M |
|
72
Duke Energy
DUK
$95.3B
| $1.05B | 0.34% | 13,572,410 -3,273,208 | -19% | -$254M |
|
73
Citigroup
C
$178B
| $1.03B | 0.33% | 17,375,987 +3,405,283 | +24% | +$202M |
|
74
APA Corp
APA
$8.31B
| $1.03B | 0.33% | 16,259,528 +856,968 | +6% | +$54.4M |
|
75
ConocoPhillips
COP
$124B
| $1.03B | 0.33% | 20,466,746 -3,292,812 | -14% | -$165M |
|