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
| Rank | Stock | Value |
|---|---|---|
| 1 |
Broadcom
AVGO
|
+$9.76B |
| 2 |
Microsoft
MSFT
|
+$9.53B |
| 3 |
Meta Platforms (Facebook)
META
|
+$8.35B |
| 4 |
Amazon
AMZN
|
+$6.25B |
| 5 |
Cisco
CSCO
|
+$5.01B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
RTX Corp
RTX
|
+$4.73B |
| 2 |
Halliburton
HAL
|
+$1.86B |
| 3 |
EXE
Expand Energy Corp
EXE
|
+$1.54B |
| 4 |
American International
AIG
|
+$1.45B |
| 5 |
Capital One
COF
|
+$1.43B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 29.96% |
| 2 | Healthcare | 12.5% |
| 3 | Consumer Discretionary | 11.56% |
| 4 | Industrials | 9.85% |
| 5 | Communication Services | 9.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Fidelity National Information Services
FIS
$21.9B
| $887M | 0.14% |
18,901,807
-9,227,903
| -33% | -$496M |
|
127
Lockheed Martin
LMT
$139B
| $885M | 0.14% |
1,464,995
+1,124,691
| +330% | +$693M |
|
128
UDR
UDR
$12.1B
| $866M | 0.13% |
25,626,709
+11,369,070
| +80% | +$418M |
|
129
Public Service Enterprise Group
PEG
$37.2B
| $856M | 0.13% |
10,570,550
+2,946,005
| +39% | +$242M |
|
130
Northrop Grumman
NOC
$82.1B
| $830M | 0.13% |
1,217,189
+1,215,670
| +80,031% | +$841M |
|
131
LyondellBasell Industries
LYB
$20.2B
| $822M | 0.13% |
10,205,644
+1,045,942
| +11% | +$62M |
|
132
Extra Space Storage
EXR
$31B
| $820M | 0.13% |
6,254,188
+6,201,546
| +11,781% | +$874M |
|
133
Synopsys
SNPS
$78.8B
| $818M | 0.13% |
2,062,878
+167,923
| +9% | +$75.9M |
|
134
Ecolab
ECL
$79.7B
| $817M | 0.13% |
3,072,430
+1,743,274
| +131% | +$492M |
|
135
ConocoPhillips
COP
$148B
| $812M | 0.13% |
6,152,982
+5,003,542
| +435% | +$554M |
|
136
Boeing
BA
$184B
| $810M | 0.13% |
4,069,127
-285,762
| -7% | -$65.1M |
|
137
CSX Corp
CSX
$92.8B
| $807M | 0.13% |
19,669,920
+15,451,646
| +366% | +$606M |
|
138
Trane Technologies
TT
$105B
| $777M | 0.12% |
1,864,801
+1,525,326
| +449% | +$648M |
|
139
PepsiCo
PEP
$188B
| $768M | 0.12% |
4,945,285
-487,019
| -9% | -$75.9M |
|
140
DoorDash
DASH
$90.9B
| $766M | 0.12% |
5,104,569
+2,308,198
| +83% | +$427M |
|
|
EXE
141
Expand Energy Corp
EXE
$22.6B
| $746M | 0.12% |
6,798,764
-14,452,519
| -68% | -$1.54B |
|
142
Atmos Energy
ATO
$28.4B
| $741M | 0.11% |
+4,010,550
| New | +$709M |
|
143
Itaú Unibanco
ITUB
$86.9B
| $709M | 0.11% |
84,609,325
+54,250,250
| +179% | +$454M |
|
144
American Tower
AMT
$78.8B
| $708M | 0.11% |
4,103,353
+180,765
| +5% | +$32.5M |
|
145
FTAI Aviation
FTAI
$22.1B
| $703M | 0.11% |
+2,871,287
| New | +$760M |
|
146
Watsco Inc
WSO
$13.5B
| $691M | 0.11% |
+1,898,603
| New | +$736M |
|
147
Steel Dynamics
STLD
$38.5B
| $654M | 0.1% |
3,630,842
+7,788
| +0.2% | +$1.42M |
|
148
Arthur J. Gallagher & Co
AJG
$64.7B
| $645M | 0.1% |
2,980,131
+1,431,658
| +92% | +$331M |
|
149
D.R. Horton
DHI
$41B
| $639M | 0.1% |
4,657,746
+10,658
| +0.2% | +$1.61M |
|
150
Arm
ARM
$286B
| $638M | 0.1% |
4,218,729
+2,413,619
| +134% | +$293M |
|
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Capital Research Global Investors's Q1 2026 Portfolio in Review
As of Q1 2026, Capital Research Global Investors held 499 positions worth $645B, up 19% from $542B the previous quarter. Its ten largest holdings account for 35% of the portfolio.
Capital Research Global Investors deployed $134B of net new capital in Q1 2026, opening 65 new positions and adding to 213 existing holdings. Its largest new stake was Cisco: 63,949,104 shares worth $4.96B.
By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 31% a quarter earlier, followed by Healthcare and Consumer Discretionary.
On the sell side, the largest reduction was RTX Corp, an estimated $4.73B trimmed.
- Capital Research Global Investors's largest Q1 2026 buy was Cisco: 63,949,104 shares worth $4.96B.
- Capital Research Global Investors added most to Broadcom in Q1 2026, an estimated $9.76B increase.
- Capital Research Global Investors's biggest Q1 2026 reduction was RTX Corp, cutting an estimated $4.73B.
- Capital Research Global Investors fully exited Capital One in Q1 2026, selling an estimated $1.43B.
- Capital Research Global Investors's ten largest holdings make up 35% of its $645B portfolio in Q1 2026.
- Capital Research Global Investors opened 65 new positions and closed 40 in Q1 2026.
- Capital Research Global Investors's portfolio value rose 19% quarter-over-quarter to $645B.
Based on Capital Research Global Investors's 13F filing for Q1 2026, filed 13 May 2026.