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 |
GE Aerospace
GE
|
$2.12B |
| 2 |
Amazon
AMZN
|
$2.08B |
| 3 |
Charles Schwab
SCHW
|
$1.94B |
| 4 |
Apple
AAPL
|
$1.63B |
| 5 |
EPAM Systems
EPAM
|
$1.42B |
Top Sells
| 1 |
Gilead Sciences
GILD
|
$3.04B |
| 2 |
Netflix
NFLX
|
$2.69B |
| 3 |
Microsoft
MSFT
|
$1.99B |
| 4 |
Home Depot
HD
|
$1.46B |
| 5 |
CSX Corp
CSX
|
$1.17B |
Sector Composition
| 1 | Technology | 21.43% |
| 2 | Healthcare | 14.23% |
| 3 | Consumer Discretionary | 12.89% |
| 4 | Industrials | 10.06% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Union Pacific
UNP
$133B
| $878M | 0.22% | 3,214,155 -619,672 | -16% | -$169M |
|
102
Automatic Data Processing
ADP
$123B
| $874M | 0.22% | 3,839,498 +364,087 | +10% | +$82.8M |
|
103
S&P Global
SPGI
$167B
| $840M | 0.21% | 2,048,804 -1,530,949 | -43% | -$628M |
|
104
Tesla
TSLA
$1.08T
| $829M | 0.2% | 769,097 +17,255 | +2% | +$18.6M |
|
105
Southern Company
SO
$102B
| $827M | 0.2% | 11,404,226 -534,587 | -4% | -$38.8M |
|
106
Advanced Micro Devices
AMD
$264B
| $797M | 0.2% | 7,285,099 -2,913,378 | -29% | -$319M |
|
107
Williams-Sonoma
WSM
$23.1B
| $794M | 0.2% | 5,474,973 -154,583 | -3% | -$22.4M |
|
108
Waste Management
WM
$91.2B
| $784M | 0.19% | 4,947,150 -3,829,336 | -44% | -$607M |
|
109
Coca-Cola
KO
$297B
| $774M | 0.19% | 12,486,576 +20,715 | +0.2% | +$1.28M |
|
110
Datadog
DDOG
$47.7B
| $758M | 0.19% | 5,002,081 +360,371 | +8% | +$54.6M |
|
111
Duke Energy
DUK
$95.3B
| $753M | 0.19% | 6,744,387 -199,863 | -3% | -$22.3M |
|
112
Mondelez International
MDLZ
$79.5B
| $741M | 0.18% | 11,799,685 +2,292,656 | +24% | +$144M |
|
113
United Parcel Service
UPS
$74.1B
| $737M | 0.18% | 3,437,782 +197,015 | +6% | +$42.3M |
|
114
Honeywell
HON
$139B
| $735M | 0.18% | 3,776,422 +638,811 | +20% | +$124M |
|
115
BioMarin Pharmaceuticals
BMRN
$11.2B
| $724M | 0.18% | 9,387,956 -3,284,052 | -26% | -$253M |
|
116
Caterpillar
CAT
$196B
| $719M | 0.18% | 3,225,963 -1,095 | -0% | -$244K |
|
117
SBA Communications
SBAC
$22B
| $716M | 0.18% | 2,079,416 -1,269,014 | -38% | -$437M |
|
118
Adobe
ADBE
$151B
| $711M | 0.18% | 1,559,606 -1,884,391 | -55% | -$859M |
|
119
Digital Realty Trust
DLR
$57.2B
| $701M | 0.17% | 4,941,246 -432,731 | -8% | -$61.4M |
|
120
Amphenol
APH
$133B
| $683M | 0.17% | 9,062,482 -732,973 | -7% | -$55.2M |
|
121
Verizon
VZ
$186B
| $682M | 0.17% | 13,389,985 +8,560 | +0.1% | +$436K |
|
122
Halliburton
HAL
$19.4B
| $678M | 0.17% | +17,891,897 | New | +$678M |
|
123
HDFC Bank
HDB
$182B
| $671M | 0.17% | 10,947,244 -581,847 | -5% | -$35.7M |
|
124
Autodesk
ADSK
$67.3B
| $668M | 0.16% | 3,116,666 -2,582,164 | -45% | -$554M |
|
125
Burlington
BURL
$18.3B
| $667M | 0.16% | 3,658,689 +374,400 | +11% | +$68.2M |
|