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 |
Eli Lilly
LLY
|
$4.12B |
| 2 |
NVIDIA
NVDA
|
$3.51B |
| 3 |
Starbucks
SBUX
|
$2.92B |
| 4 |
Vertex Pharmaceuticals
VRTX
|
$1.99B |
| 5 |
UnitedHealth
UNH
|
$1.5B |
Top Sells
| 1 |
Apple
AAPL
|
$5.28B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$2.8B |
| 3 |
GE Aerospace
GE
|
$1.6B |
| 4 |
Meta Platforms (Facebook)
META
|
$1.49B |
| 5 |
PNC Financial Services
PNC
|
$1.34B |
Sector Composition
| 1 | Technology | 23.87% |
| 2 | Healthcare | 17.77% |
| 3 | Consumer Discretionary | 12.84% |
| 4 | Industrials | 11.65% |
| 5 | Financials | 9.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
BioMarin Pharmaceuticals
BMRN
$11.2B
| $647M | 0.14% | 9,150,655 -3,841,117 | -30% | -$272M |
|
127
Constellation Energy
CEG
$96.2B
| $645M | 0.14% | 3,198,972 -614,951 | -16% | -$124M |
|
128
PG&E
PCG
$33.6B
| $634M | 0.14% | 36,912,484 -9,893,284 | -21% | -$170M |
|
129
S&P Global
SPGI
$167B
| $632M | 0.14% | 1,244,376 -391,806 | -24% | -$199M |
|
130
UDR
UDR
$13.1B
| $612M | 0.13% | 13,554,643 +494,523 | +4% | +$22.3M |
|
131
Duke Energy
DUK
$95.3B
| $600M | 0.13% | 4,922,866 -687,595 | -12% | -$83.9M |
|
132
Boston Scientific
BSX
$156B
| $600M | 0.13% | 5,943,966 +1,648,607 | +38% | +$166M |
|
133
Charter Communications
CHTR
$36.3B
| $600M | 0.13% | +1,626,990 | New | +$600M |
|
134
Sea Limited
SE
$110B
| $561M | 0.12% | 4,301,651 -3,824,413 | -47% | -$499M |
|
135
Dayforce
DAY
$11B
| $554M | 0.12% | 9,505,799 -8,646,591 | -48% | -$504M |
|
136
Eastman Chemical
EMN
$8.08B
| $540M | 0.12% | 6,128,397 +241,833 | +4% | +$21.3M |
|
137
Equinix
EQIX
$76.9B
| $509M | 0.11% | 624,227 -474,473 | -43% | -$387M |
|
138
Arthur J. Gallagher & Co
AJG
$77.6B
| $505M | 0.11% | 1,462,182 +1,195,146 | +448% | +$413M |
|
139
Caesars Entertainment
CZR
$5.57B
| $497M | 0.11% | 19,884,537 +72,618 | +0.4% | +$1.82M |
|
140
Public Service Enterprise Group
PEG
$41.1B
| $496M | 0.11% | 6,024,015 +1,267,050 | +27% | +$104M |
|
|
141
PNC Financial Services
PNC
$81.7B
| $480M | 0.1% | 2,730,656 -7,644,593 | -74% | -$1.34B |
|
142
Entergy
ETR
$39.3B
| $478M | 0.1% | 5,592,502 -783,008 | -12% | -$66.9M |
|
143
Waste Management
WM
$91.2B
| $473M | 0.1% | 2,041,060 +382,327 | +23% | +$88.5M |
|
144
Chipotle Mexican Grill
CMG
$56.5B
| $456M | 0.1% | 9,086,719 +6,882,585 | +312% | +$346M |
|
145
Steel Dynamics
STLD
$19.3B
| $450M | 0.1% | 3,597,147 +4,477 | +0.1% | +$560K |
|
146
Arista Networks
ANET
$172B
| $448M | 0.1% | 5,787,606 -318,746 | -5% | -$24.7M |
|
147
Dow Inc
DOW
$17.5B
| $429M | 0.09% | 12,284,218 +6,047,425 | +97% | +$211M |
|
148
Principal Financial Group
PFG
$17.9B
| $420M | 0.09% | 4,983,302 +15,445 | +0.3% | +$1.3M |
|
149
Howmet Aerospace
HWM
$70.2B
| $410M | 0.09% | 3,157,898 +13,061 | +0.4% | +$1.69M |
|
150
Cenovus Energy
CVE
$29.9B
| $408M | 0.09% | 29,361,721 +4,925,264 | +20% | +$68.4M |
|