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 | |
|---|---|---|---|---|---|---|
101
Sea Limited
SE
$110B
| $962M | 0.24% | 4,310,290 +130,001 | +3% | +$29M |
|
102
Principal Financial Group
PFG
$17.9B
| $947M | 0.23% | 15,799,837 -134,282 | -0.8% | -$8.05M |
|
|
NBIS
103
Nebius Group N.V. Class A Ordinary Shares
NBIS
$16.3B
| $937M | 0.23% | 14,628,993 +3,073,879 | +27% | +$197M |
|
|
PXD
104
DELISTED
Pioneer Natural Resource Co.
PXD
| $920M | 0.23% | 5,795,698 +2,932,306 | +102% | +$466M |
|
105
Duke Energy
DUK
$95.3B
| $914M | 0.22% | 9,471,689 -2,375,984 | -20% | -$229M |
|
106
Dow Inc
DOW
$17.5B
| $906M | 0.22% | 14,172,775 -7,427,523 | -34% | -$475M |
|
107
Verizon
VZ
$186B
| $894M | 0.22% | 15,369,469 -4,368,624 | -22% | -$254M |
|
108
Telus
TU
$25.1B
| $859M | 0.21% | 43,104,744 +7,273,819 | +20% | +$145M |
|
109
American Electric Power
AEP
$59.4B
| $855M | 0.21% | 10,089,703 -673,967 | -6% | -$57.1M |
|
110
Thor Industries
THO
$5.79B
| $849M | 0.21% | 6,303,625 -478,303 | -7% | -$64.4M |
|
111
Woodward
WWD
$14.8B
| $848M | 0.21% | 7,027,691 +1,213 | +0% | +$146K |
|
112
Cummins
CMI
$54.9B
| $847M | 0.21% | 3,267,050 +324,537 | +11% | +$84.1M |
|
113
Ultragenyx Pharmaceutical
RARE
$2.89B
| $840M | 0.21% | 7,373,873 +111,972 | +2% | +$12.7M |
|
114
EPAM Systems
EPAM
$9.82B
| $832M | 0.2% | 2,097,466 +94,014 | +5% | +$37.3M |
|
115
Lamb Weston
LW
$8.02B
| $831M | 0.2% | 10,728,931 -1,366,007 | -11% | -$106M |
|
116
Procter & Gamble
PG
$368B
| $821M | 0.2% | 6,064,722 -507,353 | -8% | -$68.7M |
|
117
Coca-Cola
KO
$297B
| $818M | 0.2% | 15,519,432 -11,782,084 | -43% | -$621M |
|
118
Herbalife
HLF
$1.01B
| $817M | 0.2% | 18,410,027 +5,732 | +0% | +$254K |
|
119
American Tower
AMT
$95.5B
| $806M | 0.2% | 3,372,785 -1,372,015 | -29% | -$328M |
|
120
Cognizant
CTSH
$35.3B
| $805M | 0.2% | 10,303,403 +1,004,453 | +11% | +$78.5M |
|
121
Lockheed Martin
LMT
$106B
| $801M | 0.2% | 2,168,701 +1,712,587 | +375% | +$633M |
|
122
Penumbra
PEN
$10.6B
| $800M | 0.2% | 2,955,283 -292,909 | -9% | -$79.3M |
|
123
DraftKings
DKNG
$23.8B
| $794M | 0.19% | 12,942,962 +671,477 | +5% | +$41.2M |
|
124
Public Service Enterprise Group
PEG
$41.1B
| $788M | 0.19% | 13,082,270 -683,159 | -5% | -$41.1M |
|
125
Zoetis
ZTS
$69.3B
| $781M | 0.19% | 4,956,958 +215,381 | +5% | +$33.9M |
|