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 |
TC Energy
TRP
|
$1.49B |
| 2 |
Constellation Brands
STZ
|
$1.48B |
| 3 |
Broadcom
AVGO
|
$1.35B |
| 4 |
Alcon
ALC
|
$1.28B |
| 5 |
UnitedHealth
UNH
|
$1.03B |
Top Sells
| 1 |
AbbVie
ABBV
|
$2.65B |
| 2 |
Verizon
VZ
|
$1.88B |
| 3 |
Booking.com
BKNG
|
$1.54B |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$1.35B |
| 5 |
Alphabet (Google) Class C
GOOG
|
$1.35B |
Sector Composition
| 1 | Healthcare | 19.37% |
| 2 | Technology | 16.98% |
| 3 | Consumer Discretionary | 12.52% |
| 4 | Communication Services | 11.95% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Western Union
WU
$2.8B
| $726M | 0.23% | 36,490,751 +2,082,426 | +6% | +$41.4M |
|
102
Suncor Energy
SU
$50.1B
| $714M | 0.23% | 22,887,084 -1,707,045 | -7% | -$53.2M |
|
103
Willis Towers Watson
WTW
$31.9B
| $702M | 0.22% | 3,667,266 +378,885 | +12% | +$72.6M |
|
104
Toronto Dominion Bank
TD
$128B
| $694M | 0.22% | 11,875,576 +694,700 | +6% | +$40.6M |
|
105
Middleby
MIDD
$6.94B
| $684M | 0.22% | 5,037,855 +1,682,446 | +50% | +$228M |
|
106
Qorvo
QRVO
$8.4B
| $675M | 0.21% | 10,130,372 -887,037 | -8% | -$59.1M |
|
107
Hilton Worldwide
HLT
$64.9B
| $673M | 0.21% | 6,886,822 +1,866,822 | +37% | +$182M |
|
108
BCE
BCE
$23.3B
| $670M | 0.21% | 14,729,480 +236,375 | +2% | +$10.8M |
|
|
FRC
109
DELISTED
First Republic Bank
FRC
| $663M | 0.21% | 6,791,469 +3,841 | +0.1% | +$375K |
|
110
TE Connectivity
TEL
$61B
| $640M | 0.2% | 6,678,549 -282,229 | -4% | -$27M |
|
111
Salesforce
CRM
$245B
| $634M | 0.2% | 4,176,672 -258,593 | -6% | -$39.2M |
|
|
LLL
112
DELISTED
L3 Technologies, Inc.
LLL
| $632M | 0.2% | 2,578,248 -129,409 | -5% | -$31.7M |
|
113
United Parcel Service
UPS
$74.1B
| $631M | 0.2% | 6,108,743 +1,908,375 | +45% | +$197M |
|
114
Insulet
PODD
$23.9B
| $628M | 0.2% | 5,260,031 -8,411 | -0.2% | -$1M |
|
|
GWPH
115
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
| $622M | 0.2% | 3,607,812 +641 | +0% | +$111K |
|
|
116
Berkshire Hathaway Class B
BRK.B
$1.09T
| $613M | 0.19% | 2,873,600 -6,344,929 | -69% | -$1.35B |
|
117
Northrop Grumman
NOC
$84.5B
| $611M | 0.19% | 1,891,313 +244,283 | +15% | +$78.9M |
|
118
Lamb Weston
LW
$8.02B
| $605M | 0.19% | 9,550,822 +5,146 | +0.1% | +$326K |
|
119
Merck
MRK
$210B
| $603M | 0.19% | 7,191,489 +3,754 | +0.1% | +$315K |
|
120
Wells Fargo
WFC
$263B
| $592M | 0.19% | 12,501,245 +8,958 | +0.1% | +$424K |
|
121
Hormel Foods
HRL
$14B
| $590M | 0.19% | 14,551,308 +3,296,615 | +29% | +$134M |
|
122
Sempra
SRE
$53.9B
| $574M | 0.18% | 4,176,587 -118,602 | -3% | -$16.3M |
|
123
Target
TGT
$43.6B
| $564M | 0.18% | 6,512,957 +5,399 | +0.1% | +$468K |
|
124
Williams-Sonoma
WSM
$23.1B
| $563M | 0.18% | 8,655,081 +281,099 | +3% | +$18.3M |
|
125
AT&T
T
$209B
| $552M | 0.18% | 16,466,995 -1,990,557 | -11% | -$66.7M |
|