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 |
CSX Corp
CSX
|
$2.93B |
| 2 |
Shopify
SHOP
|
$1.7B |
| 3 |
PepsiCo
PEP
|
$975M |
| 4 |
Futu Holdings
FUTU
|
$654M |
| 5 |
Ferrari
RACE
|
$604M |
Top Sells
| 1 |
Broadcom
AVGO
|
$1.38B |
| 2 |
Microsoft
MSFT
|
$1.28B |
| 3 |
Constellation Brands
STZ
|
$1.03B |
| 4 |
EOG Resources
EOG
|
$913M |
| 5 |
Amgen
AMGN
|
$806M |
Sector Composition
| 1 | Technology | 19.95% |
| 2 | Healthcare | 14.72% |
| 3 | Communication Services | 14.69% |
| 4 | Consumer Discretionary | 13.44% |
| 5 | Financials | 9.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Caterpillar
CAT
$196B
| $746M | 0.17% | 3,429,679 -1,157,616 | -25% | -$252M |
|
127
Omnicom Group
OMC
$15.2B
| $733M | 0.17% | 9,162,902 -562,282 | -6% | -$45M |
|
128
PG&E
PCG
$33.6B
| $732M | 0.17% | 71,974,104 +26,720,852 | +59% | +$272M |
|
129
Sherwin-Williams
SHW
$91.2B
| $731M | 0.17% | 2,681,748 +1,753,908 | +189% | +$478M |
|
130
Dow Inc
DOW
$17.5B
| $723M | 0.17% | 11,428,172 -2,744,603 | -19% | -$174M |
|
131
Southern Company
SO
$102B
| $700M | 0.16% | 11,576,162 +1,699,362 | +17% | +$103M |
|
132
American Electric Power
AEP
$59.4B
| $686M | 0.16% | 8,110,447 -1,979,256 | -20% | -$167M |
|
133
Cognizant
CTSH
$35.3B
| $666M | 0.16% | 9,621,935 -681,468 | -7% | -$47.2M |
|
134
Snowflake
SNOW
$79.6B
| $666M | 0.16% | 2,752,804 +1,547,889 | +128% | +$374M |
|
135
Thor Industries
THO
$5.79B
| $660M | 0.15% | 5,843,889 -459,736 | -7% | -$51.9M |
|
136
Kraft Heinz
KHC
$33.1B
| $629M | 0.15% | 15,433,645 +2,841,123 | +23% | +$116M |
|
137
SS&C Technologies
SSNC
$21.7B
| $627M | 0.15% | 8,701,523 -1,138,837 | -12% | -$82.1M |
|
138
TransDigm Group
TDG
$78.8B
| $627M | 0.15% | 968,131 +71,743 | +8% | +$46.4M |
|
139
Automatic Data Processing
ADP
$123B
| $622M | 0.14% | 3,131,254 +710,680 | +29% | +$141M |
|
140
Applied Materials
AMAT
$128B
| $619M | 0.14% | 4,350,218 +122,476 | +3% | +$17.4M |
|
141
Edwards Lifesciences
EW
$47.8B
| $614M | 0.14% | 5,933,102 -2,539,275 | -30% | -$263M |
|
142
DexCom
DXCM
$29.5B
| $611M | 0.14% | 1,431,595 +1,036,207 | +262% | +$442M |
|
143
Petrobras
PBR
$79.9B
| $609M | 0.14% | 49,812,800 +80,206 | +0.2% | +$981K |
|
144
Edison International
EIX
$21.6B
| $607M | 0.14% | 10,499,260 +4,663,480 | +80% | +$270M |
|
145
DraftKings
DKNG
$23.8B
| $606M | 0.14% | 11,623,530 -1,319,432 | -10% | -$68.8M |
|
|
146
Ferrari
RACE
$85B
| $604M | 0.14% | +2,928,136 | New | +$604M |
|
147
Otis Worldwide
OTIS
$33.9B
| $602M | 0.14% | 7,357,583 -795,551 | -10% | -$65.1M |
|
148
Tradeweb Markets
TW
$26.3B
| $579M | 0.13% | 6,842,367 +2,718,268 | +66% | +$230M |
|
149
Marriott International Class A Common Stock
MAR
$72.7B
| $569M | 0.13% | 4,169,485 -88,141 | -2% | -$12M |
|
|
FRC
150
DELISTED
First Republic Bank
FRC
| $566M | 0.13% | 3,021,409 -131,001 | -4% | -$24.5M |
|