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 |
Sea Limited
SE
|
$1.15B |
| 2 |
Amazon
AMZN
|
$912M |
| 3 |
Affirm
AFRM
|
$861M |
| 4 |
Morgan Stanley
MS
|
$855M |
| 5 |
PG&E
PCG
|
$855M |
Top Sells
| 1 |
GE Aerospace
GE
|
$18.9B |
| 2 |
EOG Resources
EOG
|
$1.49B |
| 3 |
Mastercard
MA
|
$1.17B |
| 4 |
JPMorgan Chase
JPM
|
$1.14B |
| 5 |
Diamondback Energy
FANG
|
$853M |
Sector Composition
| 1 | Technology | 21.3% |
| 2 | Communication Services | 15.05% |
| 3 | Healthcare | 14.45% |
| 4 | Consumer Discretionary | 13.59% |
| 5 | Financials | 9.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
TFI International
TFII
$7.87B
| $760M | 0.18% | 7,434,982 +1,479,063 | +25% | +$151M |
|
127
Entergy
ETR
$39.3B
| $754M | 0.18% | 7,596,804 -1,919,659 | -20% | -$191M |
|
128
ConocoPhillips
COP
$124B
| $747M | 0.17% | 11,029,822 -4,255,363 | -28% | -$288M |
|
129
Penumbra
PEN
$10.6B
| $738M | 0.17% | 2,769,400 -84,240 | -3% | -$22.4M |
|
130
Southern Company
SO
$102B
| $734M | 0.17% | 11,836,692 +260,530 | +2% | +$16.1M |
|
131
Cognizant
CTSH
$35.3B
| $725M | 0.17% | 9,767,688 +145,753 | +2% | +$10.8M |
|
132
Edwards Lifesciences
EW
$47.8B
| $724M | 0.17% | 6,398,861 +465,759 | +8% | +$52.7M |
|
133
Thor Industries
THO
$5.79B
| $717M | 0.17% | 5,843,055 -834 | -0% | -$102K |
|
134
Zscaler
ZS
$43.1B
| $689M | 0.16% | 2,626,623 +457,984 | +21% | +$120M |
|
135
American Electric Power
AEP
$59.4B
| $677M | 0.16% | 8,339,118 +228,671 | +3% | +$18.6M |
|
136
XP
XP
$9.56B
| $676M | 0.16% | 16,835,367 -657,059 | -4% | -$26.4M |
|
137
CenterPoint Energy
CNP
$24.6B
| $663M | 0.15% | 26,966,939 +6,279,070 | +30% | +$154M |
|
138
Guardant Health
GH
$8.41B
| $661M | 0.15% | 5,286,792 +3,128,063 | +145% | +$391M |
|
139
Okta
OKTA
$16.4B
| $638M | 0.15% | 2,687,145 +2,579,882 | +2,405% | +$612M |
|
140
TransDigm Group
TDG
$78.8B
| $632M | 0.15% | 1,012,648 +44,517 | +5% | +$27.8M |
|
141
Automatic Data Processing
ADP
$123B
| $626M | 0.15% | 3,131,785 +531 | +0% | +$106K |
|
142
MongoDB
MDB
$25.7B
| $625M | 0.15% | 1,324,812 +29,595 | +2% | +$14M |
|
143
Caterpillar
CAT
$196B
| $619M | 0.14% | 3,226,605 -203,074 | -6% | -$39M |
|
144
Ferrari
RACE
$85B
| $611M | 0.14% | 2,919,042 -9,094 | -0.3% | -$1.9M |
|
145
Otis Worldwide
OTIS
$33.9B
| $605M | 0.14% | 7,358,436 +853 | +0% | +$70.2K |
|
146
United Parcel Service
UPS
$74.1B
| $600M | 0.14% | 3,293,216 -683,970 | -17% | -$125M |
|
147
VICI Properties
VICI
$36B
| $596M | 0.14% | 20,968,151 +4,459,537 | +27% | +$127M |
|
148
Futu Holdings
FUTU
$25.8B
| $579M | 0.14% | 6,358,100 +595,719 | +10% | +$54.2M |
|
149
Kraft Heinz
KHC
$33.1B
| $572M | 0.13% | 15,535,386 +101,741 | +0.7% | +$3.75M |
|
|
FRC
150
DELISTED
First Republic Bank
FRC
| $568M | 0.13% | 2,943,948 -77,461 | -3% | -$14.9M |
|