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 | |
|---|---|---|---|---|---|---|
51
Public Service Enterprise Group
PEG
$41.1B
| $1.82B | 0.57% | 28,833,479 +2,824,680 | +11% | +$179M |
|
52
Humana
HUM
$36.5B
| $1.82B | 0.57% | 3,890,140 -274,316 | -7% | -$128M |
|
53
Dominion Energy
D
$51.1B
| $1.74B | 0.54% | 21,850,969 +2,226,382 | +11% | +$178M |
|
54
VICI Properties
VICI
$36B
| $1.72B | 0.53% | 57,585,145 +16,323,836 | +40% | +$486M |
|
55
CSX Corp
CSX
$60.6B
| $1.64B | 0.51% | 56,289,775 -23,710,889 | -30% | -$689M |
|
56
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.62B | 0.51% | 5,942,909 +647,155 | +12% | +$177M |
|
57
American International
AIG
$45.1B
| $1.61B | 0.5% | 31,528,804 +201,051 | +0.6% | +$10.3M |
|
58
Lockheed Martin
LMT
$106B
| $1.58B | 0.49% | 3,677,032 +194,263 | +6% | +$83.5M |
|
59
Hilton Worldwide
HLT
$64.9B
| $1.54B | 0.48% | 13,851,057 +357,006 | +3% | +$39.8M |
|
60
Starbucks
SBUX
$100B
| $1.5B | 0.47% | 19,578,856 +8,630,239 | +79% | +$659M |
|
61
Airbnb
ABNB
$79.9B
| $1.49B | 0.46% | 16,671,723 +2,834,231 | +20% | +$252M |
|
62
Kimberly-Clark
KMB
$42.8B
| $1.47B | 0.46% | 10,905,808 -1,322,458 | -11% | -$179M |
|
63
Keurig Dr Pepper
KDP
$39.5B
| $1.47B | 0.46% | 41,579,621 +940,510 | +2% | +$33.3M |
|
64
Insulet
PODD
$23.9B
| $1.47B | 0.46% | 6,743,034 -186,598 | -3% | -$40.7M |
|
65
NextEra Energy, Inc.
NEE
$148B
| $1.47B | 0.46% | 18,919,552 +5,658,518 | +43% | +$438M |
|
66
Nice
NICE
$8.73B
| $1.37B | 0.43% | 7,133,504 +14,681 | +0.2% | +$2.83M |
|
67
CME Group
CME
$96B
| $1.35B | 0.42% | 6,597,061 -1,243,877 | -16% | -$255M |
|
68
Verizon
VZ
$186B
| $1.34B | 0.42% | 26,395,963 +13,005,978 | +97% | +$660M |
|
|
69
Shopify
SHOP
$184B
| $1.18B | 0.37% | 37,811,970 +34,799,963 | +1,155% | +$1.09B |
|
70
McDonald's
MCD
$224B
| $1.16B | 0.36% | 4,704,778 -340,233 | -7% | -$84M |
|
71
Rivian
RIVN
$16.5B
| $1.16B | 0.36% | 44,923,702 +13,849,290 | +45% | +$356M |
|
72
Tesla
TSLA
$1.08T
| $1.13B | 0.35% | 1,684,069 +914,972 | +119% | +$616M |
|
73
Edison International
EIX
$21.6B
| $1.07B | 0.33% | 16,928,346 +109,162 | +0.6% | +$6.9M |
|
74
ConocoPhillips
COP
$124B
| $1.04B | 0.32% | 11,543,504 -791,549 | -6% | -$71.1M |
|
|
75
Exxon Mobil
XOM
$487B
| $1.02B | 0.32% | 11,928,110 +10,388,472 | +675% | +$890M |
|