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 |
Texas Instruments
TXN
|
+$1.94B |
| 2 |
Marvell Technology
MRVL
|
+$1.94B |
| 3 |
Adobe
ADBE
|
+$1.84B |
| 4 |
Celanese
CE
|
+$1.15B |
| 5 |
Capital One
COF
|
+$875M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
+$2.3B |
| 2 |
Broadcom
AVGO
|
+$1.7B |
| 3 |
D.R. Horton
DHI
|
+$1.4B |
| 4 |
GE Aerospace
GE
|
+$1.29B |
| 5 |
Micron Technology
MU
|
+$1.22B |
Sector Composition
| 1 | Technology | 24.18% |
| 2 | Healthcare | 15.85% |
| 3 | Consumer Discretionary | 13.35% |
| 4 | Industrials | 11.99% |
| 5 | Communication Services | 8.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Costco
COST
$429B
| $353M | 0.09% |
655,957
+41,806
| +7% | +$22.5M |
|
177
Zimmer Biomet
ZBH
$20.4B
| $343M | 0.09% |
2,358,454
+100,139
| +4% | +$14.6M |
|
178
Affirm
AFRM
$27.1B
| $338M | 0.09% |
22,017,350
+1,007,777
| +5% | +$15.4M |
|
179
CONMED
CNMD
$1.64B
| $336M | 0.09% |
2,472,047
+70,297
| +3% | +$9.55M |
|
180
NextEra Energy, Inc.
NEE
$148B
| $334M | 0.09% |
4,495,733
-1,628,778
| -27% | -$121M |
|
181
British American Tobacco
BTI
$123B
| $327M | 0.09% |
9,843,516
+40,958
| +0.4% | +$1.36M |
|
182
GFL Environmental
GFL
$17.1B
| $316M | 0.08% |
8,141,570
+5,655,796
| +228% | +$219M |
|
183
Monolithic Power Systems
MPWR
$39.9B
| $312M | 0.08% |
577,958
+7,402
| +1% | +$4M |
|
184
Regeneron Pharmaceuticals
REGN
$59.4B
| $303M | 0.08% |
421,044
+4
| +0% | +$2.87K |
|
185
Steel Dynamics
STLD
$19.2B
| $302M | 0.08% |
2,771,928
+548,995
| +25% | +$59.8M |
|
186
HubSpot
HUBS
$25.9B
| $295M | 0.08% |
555,024
+16,529
| +3% | +$8.79M |
|
187
Kraft Heinz
KHC
$30.9B
| $292M | 0.08% |
8,226,398
| – | – |
|
188
Grocery Outlet
GO
$1.74B
| $288M | 0.08% |
9,411,492
+412,498
| +5% | +$12.6M |
|
189
Public Storage
PSA
$51.3B
| $288M | 0.08% |
986,233
+386,233
| +64% | +$113M |
|
190
Dollar Tree
DLTR
$19.9B
| $287M | 0.08% |
2,001,665
+782,676
| +64% | +$112M |
|
191
S&P Global
SPGI
$166B
| $285M | 0.08% |
711,763
+173
| +0% | +$69.4K |
|
192
Cencora
COR
$58.7B
| $283M | 0.08% |
1,470,082
+12
| +0% | +$2.31K |
|
193
Omnicom Group
OMC
$15B
| $283M | 0.08% |
2,972,224
+247
| +0% | +$23.5K |
|
194
IQVIA
IQV
$31.8B
| $280M | 0.08% |
1,245,917
+721
| +0.1% | +$162K |
|
195
ZTO Express
ZTO
$15.2B
| $279M | 0.07% |
11,104,648
+60,080
| +0.5% | +$1.51M |
|
196
Masimo
MASI
$8.01B
| $272M | 0.07% |
1,652,524
+974
| +0.1% | +$160K |
|
197
CMS Energy
CMS
$21.5B
| $268M | 0.07% |
4,558,396
-97,152
| -2% | -$5.71M |
|
198
Progressive
PGR
$146B
| $266M | 0.07% |
2,007,486
+1,168
| +0.1% | +$155K |
|
199
Agilon Health
AGL
$443M
| $264M | 0.07% |
15,203,371
+2,159,835
| +17% | +$37.5M |
|
200
Apollo Global Management
APO
$79B
| $263M | 0.07% |
+3,426,370
| New | +$263M |
|