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 |
NVIDIA
NVDA
|
$7.3B |
| 2 |
Eli Lilly
LLY
|
$3.9B |
| 3 |
Starbucks
SBUX
|
$3.78B |
| 4 |
Arista Networks
ANET
|
$1.4B |
| 5 |
Dominion Energy
D
|
$1.23B |
Top Sells
| 1 |
UnitedHealth
UNH
|
$4.7B |
| 2 |
Gilead Sciences
GILD
|
$2.61B |
| 3 |
Salesforce
CRM
|
$2.56B |
| 4 |
GE HealthCare
GEHC
|
$2.31B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$1.77B |
Sector Composition
| 1 | Technology | 29.16% |
| 2 | Consumer Discretionary | 13.59% |
| 3 | Healthcare | 12.72% |
| 4 | Industrials | 11.43% |
| 5 | Financials | 9.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Celanese
CE
$5.22B
| $254M | 0.05% | 4,587,755 -390,091 | -8% | -$21.6M |
|
202
Hershey
HSY
$37.3B
| $250M | 0.05% | 1,504,323 +1,502,523 | +83,474% | +$249M |
|
203
Robert Half
RHI
$3.8B
| $244M | 0.05% | 5,955,883 +2,146,719 | +56% | +$88.1M |
|
204
MACOM Technology Solutions
MTSI
$9.54B
| $240M | 0.05% | 1,676,041 | – | – |
|
205
UL Solutions
ULS
$12.7B
| $238M | 0.05% | 3,268,817 +1,241,727 | +61% | +$90.5M |
|
206
Xcel Energy
XEL
$42.8B
| $235M | 0.05% | 3,444,172 +34,205 | +1% | +$2.33M |
|
207
Stifel
SF
$11.8B
| $233M | 0.05% | 2,245,759 -363,818 | -14% | -$37.8M |
|
208
Qualcomm
QCOM
$173B
| $233M | 0.05% | 1,460,505 +43,744 | +3% | +$6.97M |
|
209
iRhythm Technologies
IRTC
$5.46B
| $232M | 0.05% | 1,506,864 -695,758 | -32% | -$107M |
|
210
Edison International
EIX
$21.6B
| $223M | 0.04% | 4,324,345 -235,113 | -5% | -$12.1M |
|
211
Fifth Third Bancorp
FITB
$30.3B
| $223M | 0.04% | +5,423,512 | New | +$223M |
|
212
Zoetis
ZTS
$69.3B
| $221M | 0.04% | 1,417,939 +3,231 | +0.2% | +$504K |
|
213
Paychex
PAYX
$50.2B
| $221M | 0.04% | 1,519,439 +9 | +0% | +$1.31K |
|
214
Digital Realty Trust
DLR
$57.2B
| $218M | 0.04% | 1,253,217 -130,580 | -9% | -$22.8M |
|
215
VSE Corp
VSEC
$3.36B
| $217M | 0.04% | 1,656,540 | – | – |
|
216
Pegasystems
PEGA
$9.27B
| $215M | 0.04% | 3,973,160 +1,986,580 | +100% | +$108M |
|
217
CBIZ
CBZ
$3.48B
| $214M | 0.04% | 2,986,959 +279,863 | +10% | +$20.1M |
|
218
Omnicom Group
OMC
$15.2B
| $210M | 0.04% | 2,919,873 +7,372 | +0.3% | +$530K |
|
219
DraftKings
DKNG
$23.8B
| $210M | 0.04% | 4,884,810 -221,712 | -4% | -$9.51M |
|
220
Takeda Pharmaceutical
TAK
$47.3B
| $206M | 0.04% | 13,295,573 +94,569 | +0.7% | +$1.46M |
|
221
Thor Industries
THO
$5.79B
| $203M | 0.04% | 2,289,339 +79,074 | +4% | +$7.02M |
|
222
Itaú Unibanco
ITUB
$77B
| $196M | 0.04% | 28,885,276 +15,185,055 | +111% | +$103M |
|
|
BWIN
223
Baldwin Insurance Group
BWIN
$2.26B
| $193M | 0.04% | 4,513,250 +1,966,981 | +77% | +$84.2M |
|
224
Kimberly-Clark
KMB
$42.8B
| $192M | 0.04% | 1,490,267 +2,229 | +0.1% | +$287K |
|
225
PAR Technology
PAR
$2.08B
| $191M | 0.04% | 2,760,165 -412,245 | -13% | -$28.6M |
|