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 |
UnitedHealth
UNH
|
$2.13B |
| 2 |
Boeing
BA
|
$879M |
| 3 |
Netflix
NFLX
|
$878M |
| 4 |
EOG Resources
EOG
|
$870M |
| 5 |
Wells Fargo
WFC
|
$741M |
Top Sells
| 1 |
Fidelity National Information Services
FIS
|
$1.35B |
| 2 |
Nike
NKE
|
$1.26B |
| 3 |
AbbVie
ABBV
|
$1.24B |
| 4 |
McDonald's
MCD
|
$1.15B |
| 5 |
Texas Instruments
TXN
|
$1.03B |
Sector Composition
| 1 | Healthcare | 21.27% |
| 2 | Technology | 16.8% |
| 3 | Communication Services | 12.6% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Financials | 7.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Principal Financial Group
PFG
$17.9B
| $785M | 0.24% | 14,274,750 +658,772 | +5% | +$36.2M |
|
102
Chevron
CVX
$324B
| $778M | 0.23% | 6,459,545 +2,071 | +0% | +$250K |
|
103
Western Union
WU
$2.8B
| $776M | 0.23% | 28,969,528 -4,535,933 | -14% | -$121M |
|
104
Centene
CNC
$14.3B
| $765M | 0.23% | 12,171,718 +3,361,967 | +38% | +$211M |
|
105
Atlassian
TEAM
$46.6B
| $756M | 0.23% | 6,284,686 -3,220,449 | -34% | -$388M |
|
106
Micron Technology
MU
$133B
| $750M | 0.22% | 13,944,765 -4,839,470 | -26% | -$260M |
|
107
BCE
BCE
$23.3B
| $734M | 0.22% | 15,850,591 +419,801 | +3% | +$19.4M |
|
108
NextEra Energy, Inc.
NEE
$148B
| $733M | 0.22% | 3,025,813 +863 | +0% | +$209K |
|
109
Dow Inc
DOW
$17.5B
| $721M | 0.22% | 13,175,297 +2,925,826 | +29% | +$160M |
|
110
Medtronic
MDT
$119B
| $690M | 0.21% | 6,081,241 +743,510 | +14% | +$84.4M |
|
|
FRC
111
DELISTED
First Republic Bank
FRC
| $660M | 0.2% | 5,623,485 -1,044,592 | -16% | -$123M |
|
112
Hormel Foods
HRL
$14B
| $640M | 0.19% | 14,176,610 +159,369 | +1% | +$7.19M |
|
113
Digital Realty Trust
DLR
$57.2B
| $625M | 0.19% | 5,221,976 +2,820,814 | +117% | +$338M |
|
114
StoneCo
STNE
$4.41B
| $624M | 0.19% | 15,638,139 +3,041,932 | +24% | +$121M |
|
115
PayPal
PYPL
$67.1B
| $620M | 0.19% | 5,729,914 +3,257 | +0.1% | +$352K |
|
|
BLUE
116
DELISTED
bluebird bio
BLUE
| $595M | 0.18% | 6,779,133 +6,050 | +0.1% | +$531K |
|
117
Itaú Unibanco
ITUB
$77B
| $589M | 0.18% | 64,421,151 +14,950,721 | +30% | +$137M |
|
118
Williams-Sonoma
WSM
$23.1B
| $587M | 0.18% | 7,998,898 -656,366 | -8% | -$48.2M |
|
119
Berkshire Hathaway Class B
BRK.B
$1.09T
| $572M | 0.17% | 2,524,499 +1,694 | +0.1% | +$384K |
|
120
Merck
MRK
$210B
| $563M | 0.17% | 6,190,799 +1,111 | +0% | +$101K |
|
121
SBA Communications
SBAC
$22B
| $547M | 0.16% | 2,268,343 +489 | +0% | +$118K |
|
122
General Motors
GM
$55.8B
| $544M | 0.16% | 14,866,576 -7,197,953 | -33% | -$263M |
|
123
Kellanova
K
$27.6B
| $542M | 0.16% | 7,839,434 +687,254 | +10% | +$47.5M |
|
124
Cenovus Energy
CVE
$29.9B
| $542M | 0.16% | 53,287,003 +13,479 | +0% | +$137K |
|
125
Comcast
CMCSA
$125B
| $541M | 0.16% | 12,032,285 +254,779 | +2% | +$11.5M |
|