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 |
Eli Lilly
LLY
|
$4.12B |
| 2 |
NVIDIA
NVDA
|
$3.51B |
| 3 |
Starbucks
SBUX
|
$2.92B |
| 4 |
Vertex Pharmaceuticals
VRTX
|
$1.99B |
| 5 |
UnitedHealth
UNH
|
$1.5B |
Top Sells
| 1 |
Apple
AAPL
|
$5.28B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$2.8B |
| 3 |
GE Aerospace
GE
|
$1.6B |
| 4 |
Meta Platforms (Facebook)
META
|
$1.49B |
| 5 |
PNC Financial Services
PNC
|
$1.34B |
Sector Composition
| 1 | Technology | 23.87% |
| 2 | Healthcare | 17.77% |
| 3 | Consumer Discretionary | 12.84% |
| 4 | Industrials | 11.65% |
| 5 | Financials | 9.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Amgen
AMGN
$155B
| $1.41B | 0.31% | 4,518,470 -371,622 | -8% | -$116M |
|
77
Comcast
CMCSA
$125B
| $1.4B | 0.3% | 37,947,729 +2,411,069 | +7% | +$89M |
|
78
Honeywell
HON
$139B
| $1.36B | 0.3% | 6,406,120 -234,897 | -4% | -$49.7M |
|
79
Ingersoll Rand
IR
$31.6B
| $1.34B | 0.29% | 16,749,653 -2,149,517 | -11% | -$172M |
|
80
Seagate
STX
$35.6B
| $1.32B | 0.29% | 15,551,293 -69,869 | -0.4% | -$5.94M |
|
81
Dominion Energy
D
$51.1B
| $1.29B | 0.28% | 23,077,541 -535,621 | -2% | -$30M |
|
82
CVS Health
CVS
$92.8B
| $1.27B | 0.28% | 18,726,297 +16,220,891 | +647% | +$1.1B |
|
83
Caterpillar
CAT
$196B
| $1.23B | 0.27% | 3,736,163 +812,109 | +28% | +$268M |
|
84
Stellantis
STLA
$27.8B
| $1.22B | 0.27% | 109,270,978 +102,364,988 | +1,482% | +$1.15B |
|
85
Pinnacle West Capital
PNW
$10.7B
| $1.19B | 0.26% | 12,465,215 +773,867 | +7% | +$73.7M |
|
86
Capital One
COF
$145B
| $1.18B | 0.26% | 6,578,585 -5,179,622 | -44% | -$929M |
|
87
Baker Hughes
BKR
$44.8B
| $1.18B | 0.26% | 26,814,501 -873,089 | -3% | -$38.4M |
|
88
Sherwin-Williams
SHW
$91.2B
| $1.18B | 0.26% | 3,369,654 +371,007 | +12% | +$130M |
|
89
First Citizens BancShares
FCNCA
$25.6B
| $1.17B | 0.25% | 631,896 +7,083 | +1% | +$13.1M |
|
90
Viking Holdings
VIK
$28.2B
| $1.12B | 0.24% | 28,167,867 +16,081,822 | +133% | +$639M |
|
91
D.R. Horton
DHI
$50.5B
| $1.11B | 0.24% | 8,700,457 -2,196,429 | -20% | -$279M |
|
92
Coca-Cola
KO
$297B
| $1.09B | 0.24% | 15,215,460 +5,757,212 | +61% | +$412M |
|
93
Sysco
SYY
$38.5B
| $1.06B | 0.23% | 14,120,543 +5,129,067 | +57% | +$385M |
|
94
Las Vegas Sands
LVS
$39.6B
| $1.05B | 0.23% | 27,232,242 -31,592,047 | -54% | -$1.22B |
|
95
Illinois Tool Works
ITW
$77.1B
| $1.05B | 0.23% | 4,237,687 +105,194 | +3% | +$26.1M |
|
|
EXE
96
Expand Energy Corporation Common Stock
EXE
$23B
| $1.05B | 0.23% | 9,391,834 -983,458 | -9% | -$109M |
|
97
Affirm
AFRM
$28.8B
| $1.05B | 0.23% | 23,124,260 -1,140,136 | -5% | -$51.5M |
|
98
Apollo Global Management
APO
$77.9B
| $974M | 0.21% | 7,114,846 -337,870 | -5% | -$46.3M |
|
99
American Express
AXP
$231B
| $967M | 0.21% | 3,595,183 +608,473 | +20% | +$164M |
|
|
SW
100
Smurfit Westrock plc
SW
$24.7B
| $966M | 0.21% | 21,432,311 +2,992,459 | +16% | +$135M |
|