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 |
Microsoft
MSFT
|
$3.26B |
| 2 |
CSX Corp
CSX
|
$1.33B |
| 3 |
Micron Technology
MU
|
$944M |
| 4 |
Verizon
VZ
|
$896M |
| 5 |
Harley-Davidson
HOG
|
$776M |
Top Sells
| 1 |
Union Pacific
UNP
|
$1.51B |
| 2 |
Philip Morris
PM
|
$1.38B |
| 3 |
American International
AIG
|
$1.25B |
| 4 |
McKesson
MCK
|
$1.21B |
| 5 |
Caterpillar
CAT
|
$985M |
Sector Composition
| 1 | Healthcare | 17.27% |
| 2 | Technology | 16.26% |
| 3 | Consumer Discretionary | 11.9% |
| 4 | Financials | 11.32% |
| 5 | Communication Services | 10.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Valero Energy
VLO
$47.2B
| $256M | 0.08% | 3,800,000 | – | – |
|
202
AutoNation
AN
$8.26B
| $253M | 0.08% | 6,000,000 | – | – |
|
203
Yum! Brands
YUM
$40.8B
| $252M | 0.08% | 3,422,003 -792 | -0% | -$58.4K |
|
204
Meta Platforms (Facebook)
META
$1.86T
| $247M | 0.08% | 1,634,743 +413,743 | +34% | +$62.5M |
|
205
Conagra Brands
CAG
$9.16B
| $241M | 0.08% | 6,751,577 -2,090,951 | -24% | -$74.8M |
|
206
Akamai
AKAM
$11.3B
| $241M | 0.08% | 4,840,950 -4,906,596 | -50% | -$244M |
|
207
NextEra Energy, Inc.
NEE
$148B
| $238M | 0.07% | 1,699,781 +573,299 | +51% | +$80.3M |
|
208
Target
TGT
$43.6B
| $235M | 0.07% | +4,500,000 | New | +$235M |
|
209
Amphenol
APH
$133B
| $234M | 0.07% | 3,170,204 +762,494 | +32% | +$56.3M |
|
210
Perrigo
PRGO
$3.27B
| $232M | 0.07% | 3,071,064 -2,250,018 | -42% | -$170M |
|
211
Zions Bancorporation
ZION
$8.56B
| $227M | 0.07% | 5,168,777 +4,777 | +0.1% | +$210K |
|
212
Tesla
TSLA
$1.08T
| $226M | 0.07% | 625,100 -32,000 | -5% | -$11.6M |
|
213
Kinder Morgan
KMI
$60B
| $226M | 0.07% | 11,782,684 +22 | +0% | +$422 |
|
214
Agnico Eagle Mines
AEM
$72.4B
| $226M | 0.07% | 5,003,412 | – | – |
|
215
Domino's
DPZ
$15.6B
| $224M | 0.07% | 1,056,800 -12,500 | -1% | -$2.64M |
|
216
Itaú Unibanco
ITUB
$77B
| $222M | 0.07% | +20,128,950 | New | +$222M |
|
|
NUVA
217
DELISTED
NuVasive, Inc.
NUVA
| $220M | 0.07% | 2,859,875 -361,120 | -11% | -$27.8M |
|
218
Emerson Electric
EMR
$74.3B
| $220M | 0.07% | 3,681,850 | – | – |
|
219
Williams-Sonoma
WSM
$23.1B
| $216M | 0.07% | 4,450,927 +2,921 | +0.1% | +$142K |
|
220
Webster Financial
WBS
$10.3B
| $214M | 0.07% | 4,092,500 -183,499 | -4% | -$9.58M |
|
221
Integra LifeSciences
IART
$1.18B
| $212M | 0.07% | 3,897,288 +2,705,488 | +227% | +$147M |
|
222
Polaris
PII
$3.18B
| $212M | 0.07% | 2,302,134 +2,134 | +0.1% | +$197K |
|
223
Cedar Fair
FUN
$2.3B
| $211M | 0.07% | 2,923,500 | – | – |
|
|
JNPR
224
DELISTED
Juniper Networks
JNPR
| $205M | 0.06% | 7,337,508 -31,087,358 | -81% | -$867M |
|
225
Jefferies Financial Group
JEF
$13.4B
| $204M | 0.06% | 7,803,292 -598,000 | -7% | -$15.6M |
|