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 |
JPMorgan Chase
JPM
|
$1.17B |
| 2 |
Vale
VALE
|
$925M |
| 3 |
Microsoft
MSFT
|
$891M |
| 4 |
Comcast
CMCSA
|
$851M |
| 5 |
Micron Technology
MU
|
$788M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$3.19B |
| 2 |
AbbVie
ABBV
|
$1.92B |
| 3 |
Broadcom
AVGO
|
$1.22B |
| 4 |
UnitedHealth
UNH
|
$1.08B |
| 5 |
United Parcel Service
UPS
|
$985M |
Sector Composition
| 1 | Technology | 18.99% |
| 2 | Healthcare | 15.55% |
| 3 | Communication Services | 13.77% |
| 4 | Consumer Discretionary | 13.26% |
| 5 | Financials | 10.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
PepsiCo
PEP
$204B
| $1.34B | 0.33% | 9,439,732 +4,175,640 | +79% | +$591M |
|
77
Dominion Energy
D
$51.1B
| $1.3B | 0.32% | 17,159,776 -7,484,165 | -30% | -$568M |
|
78
ConocoPhillips
COP
$124B
| $1.28B | 0.31% | 24,257,158 +14,403,035 | +146% | +$763M |
|
79
Nice
NICE
$8.73B
| $1.28B | 0.31% | 5,893,180 +204,676 | +4% | +$44.6M |
|
80
Digital Realty Trust
DLR
$57.2B
| $1.28B | 0.31% | 9,078,011 -460,742 | -5% | -$64.9M |
|
81
Bilibili
BILI
$9.6B
| $1.26B | 0.31% | 11,788,297 +6,237,082 | +112% | +$668M |
|
82
Waste Management
WM
$91.2B
| $1.26B | 0.31% | 9,750,006 +3,133,086 | +47% | +$404M |
|
83
Williams-Sonoma
WSM
$23.1B
| $1.26B | 0.31% | 7,004,715 -642,666 | -8% | -$115M |
|
84
Peloton Interactive
PTON
$3.1B
| $1.25B | 0.31% | 11,151,972 -480,561 | -4% | -$54M |
|
85
Altria Group
MO
$113B
| $1.25B | 0.31% | 24,429,114 -7,703,100 | -24% | -$394M |
|
86
McDonald's
MCD
$224B
| $1.23B | 0.3% | 5,484,036 -350,279 | -6% | -$78.5M |
|
87
SBA Communications
SBAC
$22B
| $1.18B | 0.29% | 4,263,145 -368,842 | -8% | -$102M |
|
88
Deutsche Bank
DB
$67.7B
| $1.18B | 0.29% | 98,780,239 -43,184 | -0% | -$516K |
|
89
Equinix
EQIX
$76.9B
| $1.15B | 0.28% | 1,692,374 +56,879 | +3% | +$38.7M |
|
90
Humana
HUM
$36.5B
| $1.13B | 0.28% | 2,707,106 -23,651 | -0.9% | -$9.92M |
|
91
Union Pacific
UNP
$133B
| $1.1B | 0.27% | 4,976,995 -713,341 | -13% | -$157M |
|
92
Airbnb
ABNB
$79.9B
| $1.1B | 0.27% | 5,833,979 +978,526 | +20% | +$184M |
|
93
HDFC Bank
HDB
$182B
| $1.09B | 0.27% | 13,988,521 -418,747 | -3% | -$32.5M |
|
|
94
Micron Technology
MU
$133B
| $1.08B | 0.26% | 12,239,004 +8,936,847 | +271% | +$788M |
|
95
Caterpillar
CAT
$196B
| $1.06B | 0.26% | 4,587,295 -762,853 | -14% | -$177M |
|
96
Aptiv
APTV
$17.3B
| $1.06B | 0.26% | 7,658,025 +1,861,300 | +32% | +$257M |
|
97
NextEra Energy, Inc.
NEE
$148B
| $993M | 0.24% | 13,138,623 -329,927 | -2% | -$24.9M |
|
98
Entergy
ETR
$39.3B
| $988M | 0.24% | 9,934,237 +3,979,736 | +67% | +$396M |
|
99
Starbucks
SBUX
$100B
| $984M | 0.24% | 9,006,488 +1,906,896 | +27% | +$208M |
|
100
Amphenol
APH
$133B
| $979M | 0.24% | 14,833,282 +7,867,055 | +113% | +$519M |
|