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
| Rank | Stock | Value |
|---|---|---|
| 1 |
Eli Lilly
LLY
|
+$4.15B |
| 2 |
NVIDIA
NVDA
|
+$4.1B |
| 3 |
Starbucks
SBUX
|
+$3.07B |
| 4 |
Vertex Pharmaceuticals
VRTX
|
+$1.91B |
| 5 |
UnitedHealth
UNH
|
+$1.46B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$5.5B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$3.28B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.66B |
| 4 |
GE Aerospace
GE
|
+$1.57B |
| 5 |
PNC Financial Services
PNC
|
+$1.44B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.59% |
| 2 | Healthcare | 17.77% |
| 3 | Consumer Discretionary | 12.89% |
| 4 | Industrials | 11.65% |
| 5 | Financials | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Johnson & Johnson
JNJ
$629B
| $408M | 0.09% |
2,457,417
+3,597
| +0.1% | +$563K |
|
152
Woodward
WWD
$21.4B
| $393M | 0.09% |
2,152,049
+490,609
| +30% | +$90.7M |
|
153
Ferrari
RACE
$71.6B
| $390M | 0.08% |
913,974
-31,689
| -3% | -$14.2M |
|
154
TJX Companies
TJX
$169B
| $389M | 0.08% |
3,195,260
+600,175
| +23% | +$72.9M |
|
155
Amphenol
APH
$210B
| $381M | 0.08% |
5,805,553
+1,563,463
| +37% | +$107M |
|
156
IQVIA
IQV
$39.8B
| $375M | 0.08% |
2,125,670
+589,816
| +38% | +$114M |
|
157
Restaurant Brands International
QSR
$26.1B
| $373M | 0.08% |
5,601,030
-5,660,358
| -50% | -$365M |
|
158
Visa
V
$671B
| $368M | 0.08% |
1,050,374
+342,792
| +48% | +$116M |
|
159
KE Holdings
BEKE
$19.2B
| $365M | 0.08% |
+18,172,622
| New | +$360M |
|
160
Ecolab
ECL
$78.1B
| $364M | 0.08% |
1,436,618
+13,994
| +1% | +$3.53M |
|
161
PACCAR
PCAR
$69B
| $355M | 0.08% |
3,643,364
+631,476
| +21% | +$66.6M |
|
162
Huazhu Hotels Group
HTHT
$12.7B
| $351M | 0.08% |
9,492,159
+175,939
| +2% | +$6.09M |
|
163
CAVA Group
CAVA
$8.11B
| $344M | 0.07% |
3,984,120
+582,089
| +17% | +$63.1M |
|
|
MASI
164
DELISTED
Masimo
MASI
| $343M | 0.07% |
2,056,095
-398,880
| -16% | -$69.2M |
|
165
Constellation Brands
STZ
$22.9B
| $339M | 0.07% |
1,847,481
-1,054,494
| -36% | -$192M |
|
166
Toronto Dominion Bank
TD
$204B
| $338M | 0.07% |
5,638,996
+9,199
| +0.2% | +$536K |
|
167
General Mills
GIS
$20.4B
| $329M | 0.07% |
5,502,134
-3,037,237
| -36% | -$182M |
|
168
TSMC
TSM
$2.23T
| $328M | 0.07% |
1,975,964
+240,532
| +14% | +$46.7M |
|
169
Bank of America
BAC
$453B
| $317M | 0.07% |
7,602,911
+12,576
| +0.2% | +$560K |
|
170
Carvana
CVNA
$79.7B
| $301M | 0.07% |
+7,194,690
| New | +$318M |
|
171
Revvity
RVTY
$13.2B
| $300M | 0.07% |
2,838,219
-152,064
| -5% | -$17.5M |
|
172
Albemarle
ALB
$15.1B
| $299M | 0.07% |
4,150,973
-2,331,694
| -36% | -$190M |
|
173
Glacier Bancorp
GBCI
$6.4B
| $295M | 0.06% |
6,681,865
+2,187,895
| +49% | +$105M |
|
174
Intuit
INTU
$91.6B
| $294M | 0.06% |
479,541
+116,915
| +32% | +$70.2M |
|
175
Lam Research
LRCX
$408B
| $294M | 0.06% |
4,047,502
+713,384
| +21% | +$56.2M |
|
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Capital Research Global Investors's Q1 2025 Portfolio in Review
As of Q1 2025, Capital Research Global Investors held 477 positions worth $460B, down 5.4% from $486B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Capital Research Global Investors's Q1 2025 filing shows 39 new, 191 increased, 187 reduced and 21 closed positions. Its largest new stake was Charter Communications: 1,626,990 shares worth $600M. The largest sale was Apple, an estimated $5.5B.
By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Healthcare and Consumer Discretionary.
- Capital Research Global Investors's largest Q1 2025 buy was Charter Communications: 1,626,990 shares worth $600M.
- Capital Research Global Investors added most to Eli Lilly in Q1 2025, an estimated $4.15B increase.
- Capital Research Global Investors's biggest Q1 2025 reduction was Apple, cutting an estimated $5.5B.
- Capital Research Global Investors fully exited East-West Bancorp in Q1 2025, selling an estimated $410M.
- Capital Research Global Investors's ten largest holdings make up 31% of its $460B portfolio in Q1 2025.
- Capital Research Global Investors opened 39 new positions and closed 21 in Q1 2025.
- Capital Research Global Investors's portfolio value fell 5.4% quarter-over-quarter to $460B.
Based on Capital Research Global Investors's 13F filing for Q1 2025, filed 12 May 2025.