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 |
Apple
AAPL
|
+$7.86B |
| 2 |
Salesforce
CRM
|
+$2.52B |
| 3 |
UnitedHealth
UNH
|
+$2.25B |
| 4 |
Meta Platforms (Facebook)
META
|
+$2.2B |
| 5 |
Boeing
BA
|
+$1.84B |
Top Sells
| 1 |
Broadcom
AVGO
|
+$10.3B |
| 2 |
GE Aerospace
GE
|
+$5.56B |
| 3 |
Abbott
ABT
|
+$2.78B |
| 4 |
Micron Technology
MU
|
+$1.93B |
| 5 |
Canadian Natural Resources
CNQ
|
+$1.63B |
Sector Composition
| 1 | Technology | 27.28% |
| 2 | Healthcare | 15.12% |
| 3 | Industrials | 12.22% |
| 4 | Consumer Discretionary | 11.81% |
| 5 | Communication Services | 9.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Churchill Downs
CHDN
$6.75B
| $436M | 0.1% |
3,122,997
-2,997,287
| -49% | -$418M |
|
152
Elastic
ESTC
$9.3B
| $434M | 0.1% |
+3,806,683
| New | +$434M |
|
153
Entergy
ETR
$40.3B
| $430M | 0.09% |
8,033,406
+2,526,910
| +46% | +$135M |
|
154
PG&E
PCG
$34B
| $421M | 0.09% |
24,106,636
+11,187,815
| +87% | +$195M |
|
155
Progressive
PGR
$146B
| $418M | 0.09% |
2,010,160
+881
| +0% | +$183K |
|
156
First Citizens BancShares
FCNCA
$25.5B
| $392M | 0.09% |
232,568
+50,195
| +28% | +$84.5M |
|
157
Celsius Holdings
CELH
$14.9B
| $387M | 0.08% |
6,778,330
+5,575,415
| +463% | +$318M |
|
158
KKR & Co
KKR
$128B
| $377M | 0.08% |
3,581,598
+3,429,659
| +2,257% | +$361M |
|
159
Costco
COST
$429B
| $367M | 0.08% |
431,761
+102
| +0% | +$86.7K |
|
160
Halliburton
HAL
$19B
| $362M | 0.08% |
10,706,835
+640,933
| +6% | +$21.7M |
|
161
Steel Dynamics
STLD
$19.2B
| $359M | 0.08% |
2,775,935
+1,010
| +0% | +$131K |
|
162
Public Service Enterprise Group
PEG
$41.3B
| $349M | 0.08% |
4,737,550
+1,050
| +0% | +$77.4K |
|
163
Zoetis
ZTS
$65.7B
| $338M | 0.07% |
1,948,733
-2,101,948
| -52% | -$364M |
|
164
L3Harris
LHX
$52.2B
| $330M | 0.07% |
1,470,528
-9,185
| -0.6% | -$2.06M |
|
165
Digital Realty Trust
DLR
$59.2B
| $329M | 0.07% |
2,162,269
+975
| +0% | +$148K |
|
166
MongoDB
MDB
$26.9B
| $328M | 0.07% |
1,310,308
+553,517
| +73% | +$138M |
|
|
SRCL
167
DELISTED
Stericycle Inc
SRCL
| $324M | 0.07% |
5,567,173
-1,100,738
| -17% | -$64M |
|
168
Yeti Holdings
YETI
$2.88B
| $322M | 0.07% |
8,427,262
-1,991,148
| -19% | -$76M |
|
169
Revvity
RVTY
$9.62B
| $321M | 0.07% |
3,060,308
-648,037
| -17% | -$68M |
|
170
RenaissanceRe
RNR
$11.6B
| $318M | 0.07% |
1,424,571
+909
| +0.1% | +$203K |
|
171
The Ensign Group
ENSG
$9.69B
| $314M | 0.07% |
2,540,155
| – | – |
|
172
East-West Bancorp
EWBC
$15.1B
| $313M | 0.07% |
4,278,029
+3,708
| +0.1% | +$272K |
|
173
IQVIA
IQV
$31.8B
| $312M | 0.07% |
1,476,616
-662,186
| -31% | -$140M |
|
174
Vaxcyte
PCVX
$4.18B
| $312M | 0.07% |
4,133,544
-6,977
| -0.2% | -$527K |
|
175
Amphenol
APH
$145B
| $311M | 0.07% |
4,621,841
-1,016,131
| -18% | -$68.5M |
|