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 |
GE Aerospace
GE
|
$2.12B |
| 2 |
Amazon
AMZN
|
$2.08B |
| 3 |
Charles Schwab
SCHW
|
$1.94B |
| 4 |
Apple
AAPL
|
$1.63B |
| 5 |
EPAM Systems
EPAM
|
$1.42B |
Top Sells
| 1 |
Gilead Sciences
GILD
|
$3.04B |
| 2 |
Netflix
NFLX
|
$2.69B |
| 3 |
Microsoft
MSFT
|
$1.99B |
| 4 |
Home Depot
HD
|
$1.46B |
| 5 |
CSX Corp
CSX
|
$1.17B |
Sector Composition
| 1 | Technology | 21.43% |
| 2 | Healthcare | 14.23% |
| 3 | Consumer Discretionary | 12.89% |
| 4 | Industrials | 10.06% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Cenovus Energy
CVE
$29.9B
| $2.02B | 0.5% | 121,416,869 -66,651,959 | -35% | -$1.11B |
|
|
52
Charles Schwab
SCHW
$174B
| $2.01B | 0.5% | 23,832,375 +22,953,375 | +2,611% | +$1.94B |
|
53
American International
AIG
$45.1B
| $1.97B | 0.49% | 31,327,753 +527,154 | +2% | +$33.1M |
|
|
54
EPAM Systems
EPAM
$9.82B
| $1.94B | 0.48% | 6,534,789 +4,798,503 | +276% | +$1.42B |
|
55
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.87B | 0.46% | 5,295,754 +3,964,679 | +298% | +$1.4B |
|
56
CME Group
CME
$96B
| $1.87B | 0.46% | 7,840,938 -1,259,520 | -14% | -$300M |
|
57
Insulet
PODD
$23.9B
| $1.85B | 0.46% | 6,929,632 -881,880 | -11% | -$235M |
|
58
Royal Caribbean
RCL
$98.7B
| $1.82B | 0.45% | 21,746,149 -1,993,931 | -8% | -$167M |
|
59
Public Service Enterprise Group
PEG
$41.1B
| $1.82B | 0.45% | 26,008,799 +3,144,006 | +14% | +$220M |
|
60
Humana
HUM
$36.5B
| $1.81B | 0.45% | 4,164,456 +292,456 | +8% | +$127M |
|
61
General Mills
GIS
$26.4B
| $1.78B | 0.44% | 26,246,580 -174,146 | -0.7% | -$11.8M |
|
62
Old Dominion Freight Line
ODFL
$31.7B
| $1.77B | 0.44% | 5,910,471 -600,774 | -9% | -$179M |
|
63
Dominion Energy
D
$51.1B
| $1.67B | 0.41% | 19,624,587 +1,563,929 | +9% | +$133M |
|
64
BCE
BCE
$23.3B
| $1.66B | 0.41% | 30,007,520 -55,714 | -0.2% | -$3.09M |
|
65
Snowflake
SNOW
$79.6B
| $1.63B | 0.4% | 7,122,568 +306,258 | +4% | +$70.2M |
|
66
Caesars Entertainment
CZR
$5.57B
| $1.62B | 0.4% | 20,877,113 +3,548,997 | +20% | +$275M |
|
67
Wolfspeed
WOLF
$194M
| $1.58B | 0.39% | 13,850,277 -386,690 | -3% | -$44M |
|
68
Nice
NICE
$8.73B
| $1.56B | 0.38% | 7,118,823 -102,552 | -1% | -$22.5M |
|
69
Keurig Dr Pepper
KDP
$39.5B
| $1.54B | 0.38% | 40,639,111 -9,172,789 | -18% | -$348M |
|
70
Lockheed Martin
LMT
$106B
| $1.54B | 0.38% | 3,482,769 +194,371 | +6% | +$85.8M |
|
71
Rivian
RIVN
$16.5B
| $1.52B | 0.38% | 31,074,412 +5,318,672 | +21% | +$260M |
|
72
Kimberly-Clark
KMB
$42.8B
| $1.51B | 0.37% | 12,228,266 +1,056,127 | +9% | +$130M |
|
73
Deutsche Bank
DB
$67.7B
| $1.49B | 0.37% | 117,021,869 -2,846,107 | -2% | -$36.3M |
|
74
Affirm
AFRM
$28.5B
| $1.43B | 0.35% | 30,867,478 +11,502,492 | +59% | +$532M |
|
75
DexCom
DXCM
$29.5B
| $1.35B | 0.33% | 2,642,510 +267,965 | +11% | +$137M |
|