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 |
NVIDIA
NVDA
|
$7.3B |
| 2 |
Eli Lilly
LLY
|
$3.9B |
| 3 |
Starbucks
SBUX
|
$3.78B |
| 4 |
Arista Networks
ANET
|
$1.4B |
| 5 |
Dominion Energy
D
|
$1.23B |
Top Sells
| 1 |
UnitedHealth
UNH
|
$4.7B |
| 2 |
Gilead Sciences
GILD
|
$2.61B |
| 3 |
Salesforce
CRM
|
$2.56B |
| 4 |
GE HealthCare
GEHC
|
$2.31B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$1.77B |
Sector Composition
| 1 | Technology | 29.16% |
| 2 | Consumer Discretionary | 13.59% |
| 3 | Healthcare | 12.72% |
| 4 | Industrials | 11.43% |
| 5 | Financials | 9.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Palo Alto Networks
PANW
$127B
| $687M | 0.14% | 3,358,408 -1,286,631 | -28% | -$263M |
|
127
Hilton Worldwide
HLT
$64.9B
| $685M | 0.14% | 2,573,095 -522,490 | -17% | -$139M |
|
128
UDR
UDR
$13.1B
| $656M | 0.13% | 16,063,062 +2,508,419 | +19% | +$102M |
|
129
Visa
V
$683B
| $655M | 0.13% | 1,843,964 +793,590 | +76% | +$282M |
|
130
Molina Healthcare
MOH
$9.8B
| $645M | 0.13% | 2,166,093 -731,127 | -25% | -$218M |
|
131
Public Service Enterprise Group
PEG
$41.1B
| $644M | 0.13% | 7,655,549 +1,631,534 | +27% | +$137M |
|
132
CVS Health
CVS
$92.8B
| $636M | 0.13% | 9,215,719 -9,510,578 | -51% | -$656M |
|
133
Duke Energy
DUK
$95.3B
| $592M | 0.12% | 5,020,467 +97,601 | +2% | +$11.5M |
|
134
Caesars Entertainment
CZR
$5.57B
| $567M | 0.11% | 19,981,333 +96,796 | +0.5% | +$2.75M |
|
135
Allegro MicroSystems
ALGM
$5.71B
| $544M | 0.11% | 15,904,357 +4,841,556 | +44% | +$166M |
|
136
Woodward
WWD
$14.8B
| $536M | 0.11% | 2,186,082 +34,033 | +2% | +$8.34M |
|
137
Copart
CPRT
$47.2B
| $533M | 0.11% | 10,855,063 -897,521 | -8% | -$44M |
|
138
Berkshire Hathaway Class B
BRK.B
$1.09T
| $520M | 0.1% | 1,071,393 -233,244 | -18% | -$113M |
|
139
PG&E
PCG
$33.6B
| $520M | 0.1% | 37,317,556 +405,072 | +1% | +$5.65M |
|
140
Johnson & Johnson
JNJ
$427B
| $517M | 0.1% | 3,387,447 +930,030 | +38% | +$142M |
|
141
Chevron
CVX
$324B
| $513M | 0.1% | 3,581,188 -364,820 | -9% | -$52.2M |
|
142
PNC Financial Services
PNC
$81.7B
| $506M | 0.1% | 2,713,441 -17,215 | -0.6% | -$3.21M |
|
143
Adobe
ADBE
$151B
| $499M | 0.1% | 1,290,358 -846,416 | -40% | -$327M |
|
144
Arthur J. Gallagher & Co
AJG
$77.6B
| $495M | 0.1% | 1,544,814 +82,632 | +6% | +$26.5M |
|
145
Blackstone
BX
$134B
| $476M | 0.1% | 3,183,273 +1,945,474 | +157% | +$291M |
|
146
DexCom
DXCM
$29.5B
| $472M | 0.09% | 5,406,619 -6,630,079 | -55% | -$579M |
|
147
PACCAR
PCAR
$52.5B
| $472M | 0.09% | 4,962,019 +1,318,655 | +36% | +$125M |
|
148
Cognizant
CTSH
$35.3B
| $471M | 0.09% | 6,036,654 +2,805,775 | +87% | +$219M |
|
149
Entergy
ETR
$39.3B
| $466M | 0.09% | 5,600,820 +8,318 | +0.1% | +$691K |
|
150
Steel Dynamics
STLD
$19.3B
| $461M | 0.09% | 3,604,612 +7,465 | +0.2% | +$956K |
|