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 |
Rivian
RIVN
|
$2.56B |
| 2 |
Amazon
AMZN
|
$1.88B |
| 3 |
Apple
AAPL
|
$1.45B |
| 4 |
GE Aerospace
GE
|
$1.44B |
| 5 |
Mercado Libre
MELI
|
$1.06B |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$3.51B |
| 2 |
Broadcom
AVGO
|
$2.07B |
| 3 |
Netflix
NFLX
|
$1.92B |
| 4 |
Citigroup
C
|
$1.75B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$1.49B |
Sector Composition
| 1 | Technology | 22.93% |
| 2 | Healthcare | 14.65% |
| 3 | Consumer Discretionary | 14.23% |
| 4 | Communication Services | 12.66% |
| 5 | Industrials | 8.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
CenterPoint Energy
CNP
$24.6B
| $753M | 0.17% | 26,966,806 -133 | -0% | -$3.71K |
|
127
HDFC Bank
HDB
$182B
| $750M | 0.17% | 11,529,091 -1,195,899 | -9% | -$77.8M |
|
128
Tradeweb Markets
TW
$26.3B
| $748M | 0.17% | 7,470,318 +630,033 | +9% | +$63.1M |
|
129
Applied Materials
AMAT
$128B
| $740M | 0.16% | 4,705,680 +428,807 | +10% | +$67.5M |
|
130
Coca-Cola
KO
$297B
| $738M | 0.16% | 12,465,861 -2,998,310 | -19% | -$178M |
|
131
Duke Energy
DUK
$95.3B
| $728M | 0.16% | 6,944,250 -3,850,384 | -36% | -$404M |
|
132
MongoDB
MDB
$25.7B
| $701M | 0.16% | 1,325,118 +306 | +0% | +$162K |
|
133
Verizon
VZ
$186B
| $695M | 0.15% | 13,381,425 -1,038,073 | -7% | -$53.9M |
|
134
United Parcel Service
UPS
$74.1B
| $695M | 0.15% | 3,240,767 -52,449 | -2% | -$11.2M |
|
135
ConocoPhillips
COP
$124B
| $694M | 0.15% | 9,619,233 -1,410,589 | -13% | -$102M |
|
136
Caterpillar
CAT
$196B
| $667M | 0.15% | 3,227,058 +453 | +0% | +$93.7K |
|
137
TopBuild
BLD
$11.8B
| $667M | 0.15% | 2,416,443 -4,360 | -0.2% | -$1.2M |
|
138
Honeywell
HON
$139B
| $654M | 0.14% | 3,137,611 +1,018,445 | +48% | +$212M |
|
139
Ferrari
RACE
$85B
| $647M | 0.14% | 2,497,953 -421,089 | -14% | -$109M |
|
140
TransDigm Group
TDG
$78.8B
| $645M | 0.14% | 1,013,093 +445 | +0% | +$283K |
|
141
Otis Worldwide
OTIS
$33.9B
| $641M | 0.14% | 7,361,047 +2,611 | +0% | +$227K |
|
142
Okta
OKTA
$16.4B
| $632M | 0.14% | 2,819,551 +132,406 | +5% | +$29.7M |
|
143
Mondelez International
MDLZ
$79.5B
| $630M | 0.14% | 9,507,029 +401,044 | +4% | +$26.6M |
|
144
StoneCo
STNE
$4.41B
| $626M | 0.14% | 37,151,046 -58,397 | -0.2% | -$985K |
|
145
Cummins
CMI
$54.9B
| $625M | 0.14% | 2,864,319 -538,584 | -16% | -$117M |
|
146
Wyndham Hotels & Resorts
WH
$6.61B
| $613M | 0.14% | 6,837,833 -3,629,232 | -35% | -$325M |
|
|
FRC
147
DELISTED
First Republic Bank
FRC
| $594M | 0.13% | 2,875,839 -68,109 | -2% | -$14.1M |
|
148
NXP Semiconductors
NXPI
$59.2B
| $582M | 0.13% | 2,554,483 +1,019 | +0% | +$232K |
|
149
United Rentals
URI
$61.5B
| $575M | 0.13% | 1,729,559 -713,197 | -29% | -$237M |
|
150
Copart
CPRT
$47.2B
| $569M | 0.13% | 3,756,052 +102,421 | +3% | +$15.5M |
|