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 |
UnitedHealth
UNH
|
$2.13B |
| 2 |
Boeing
BA
|
$879M |
| 3 |
Netflix
NFLX
|
$878M |
| 4 |
EOG Resources
EOG
|
$870M |
| 5 |
Wells Fargo
WFC
|
$741M |
Top Sells
| 1 |
Fidelity National Information Services
FIS
|
$1.35B |
| 2 |
Nike
NKE
|
$1.26B |
| 3 |
AbbVie
ABBV
|
$1.24B |
| 4 |
McDonald's
MCD
|
$1.15B |
| 5 |
Texas Instruments
TXN
|
$1.03B |
Sector Composition
| 1 | Healthcare | 21.27% |
| 2 | Technology | 16.8% |
| 3 | Communication Services | 12.6% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Financials | 7.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Meta Platforms (Facebook)
META
$1.86T
| $15B | 4.5% | 73,111,043 +409,290 | +0.6% | +$84M |
|
2
Microsoft
MSFT
$3.77T
| $14.6B | 4.39% | 92,776,236 -117,657 | -0.1% | -$18.6M |
|
|
3
Netflix
NFLX
$513B
| $12.3B | 3.69% | 38,002,047 +2,713,207 | +8% | +$878M |
|
4
Abbott
ABT
$231B
| $9.88B | 2.96% | 113,689,293 +616,255 | +0.5% | +$53.5M |
|
|
5
UnitedHealth
UNH
$281B
| $8.78B | 2.63% | 29,851,016 +7,261,158 | +32% | +$2.13B |
|
6
Broadcom
AVGO
$1.4T
| $8.59B | 2.58% | 27,175,954 -12,209 | -0% | -$3.86M |
|
7
Amgen
AMGN
$155B
| $8.52B | 2.55% | 35,337,639 +1,743,084 | +5% | +$420M |
|
|
8
AbbVie
ABBV
$372B
| $7.67B | 2.3% | 86,602,693 -14,011,979 | -14% | -$1.24B |
|
9
Amazon
AMZN
$2.44T
| $7.51B | 2.25% | 4,066,664 +23,902 | +0.6% | +$44.2M |
|
10
Alibaba
BABA
$322B
| $6B | 1.8% | 28,287,902 +1,049,252 | +4% | +$223M |
|
11
Gilead Sciences
GILD
$140B
| $5.53B | 1.66% | 85,132,885 +8,343,863 | +11% | +$542M |
|
12
Mastercard
MA
$538B
| $5.32B | 1.59% | 17,804,905 +62,592 | +0.4% | +$18.7M |
|
|
13
EOG Resources
EOG
$68.2B
| $5.07B | 1.52% | 60,548,187 +10,383,669 | +21% | +$870M |
|
14
Exxon Mobil
XOM
$487B
| $4.63B | 1.39% | 66,388,650 +4,674,009 | +8% | +$326M |
|
15
Alphabet (Google) Class A
GOOGL
$2.57T
| $4.39B | 1.32% | 3,280,910 -150,086 | -4% | -$201M |
|
16
General Dynamics
GD
$87.3B
| $4.11B | 1.23% | 23,304,219 -2,925,220 | -11% | -$516M |
|
17
CSX Corp
CSX
$60.6B
| $3.92B | 1.18% | 54,198,951 +1,724,829 | +3% | +$125M |
|
|
18
Alphabet (Google) Class C
GOOG
$2.58T
| $3.91B | 1.17% | 2,922,215 -96,929 | -3% | -$130M |
|
19
JPMorgan Chase
JPM
$829B
| $3.86B | 1.16% | 27,661,131 +1,895,932 | +7% | +$264M |
|
20
Thermo Fisher Scientific
TMO
$186B
| $3.83B | 1.15% | 11,797,060 -237,594 | -2% | -$77.2M |
|
21
Home Depot
HD
$405B
| $3.58B | 1.07% | 16,381,523 -10,353 | -0.1% | -$2.26M |
|
22
Intel
INTC
$107B
| $3.43B | 1.03% | 57,239,496 -3,990,794 | -7% | -$239M |
|
23
Philip Morris
PM
$260B
| $3.36B | 1.01% | 39,525,390 +793,836 | +2% | +$67.5M |
|
24
Linde
LIN
$224B
| $3.31B | 0.99% | 15,549,074 -610,413 | -4% | -$130M |
|
25
Coca-Cola
KO
$297B
| $3.25B | 0.98% | 58,764,994 -1,117,349 | -2% | -$61.8M |
|