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 |
GE Aerospace
GE
|
$2.12B |
| 2 |
Amazon
AMZN
|
$2.08B |
| 3 |
Charles Schwab
SCHW
|
$1.94B |
| 4 |
Apple
AAPL
|
$1.63B |
| 5 |
EPAM Systems
EPAM
|
$1.42B |
Top Sells
| 1 |
Gilead Sciences
GILD
|
$3.04B |
| 2 |
Netflix
NFLX
|
$2.69B |
| 3 |
Microsoft
MSFT
|
$1.99B |
| 4 |
Home Depot
HD
|
$1.46B |
| 5 |
CSX Corp
CSX
|
$1.17B |
Sector Composition
| 1 | Technology | 21.43% |
| 2 | Healthcare | 14.23% |
| 3 | Consumer Discretionary | 12.89% |
| 4 | Industrials | 10.06% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $26.6B | 6.58% | 86,423,951 -6,444,231 | -7% | -$1.99B |
|
|
2
Amazon
AMZN
$2.44T
| $17B | 4.2% | 5,213,777 +639,231 | +14% | +$2.08B |
|
3
Broadcom
AVGO
$1.4T
| $14B | 3.45% | 22,169,029 -629,087 | -3% | -$396M |
|
4
UnitedHealth
UNH
$281B
| $9.83B | 2.43% | 19,273,691 +1,482,338 | +8% | +$756M |
|
5
Abbott
ABT
$231B
| $9.55B | 2.36% | 80,677,590 -3,447,439 | -4% | -$408M |
|
6
Alphabet (Google) Class A
GOOGL
$2.57T
| $8.21B | 2.03% | 2,951,613 -303,318 | -9% | -$844M |
|
7
Comcast
CMCSA
$125B
| $7.27B | 1.79% | 155,288,925 -836,996 | -0.5% | -$39.2M |
|
|
8
Alphabet (Google) Class C
GOOG
$2.58T
| $7.27B | 1.79% | 2,601,672 -332,726 | -11% | -$929M |
|
9
Canadian Natural Resources
CNQ
$65.9B
| $7.16B | 1.77% | 115,678,563 -5,596,479 | -5% | -$347M |
|
|
10
GE Aerospace
GE
$292B
| $7.06B | 1.74% | 77,124,340 +23,155,612 | +43% | +$2.12B |
|
|
11
Netflix
NFLX
$513B
| $7.04B | 1.74% | 18,786,342 -7,180,030 | -28% | -$2.69B |
|
|
12
Apple
AAPL
$3.45T
| $6.79B | 1.68% | 38,903,911 +9,354,484 | +32% | +$1.63B |
|
13
RTX Corp
RTX
$212B
| $6.72B | 1.66% | 67,841,435 +8,237,529 | +14% | +$816M |
|
14
Meta Platforms (Facebook)
META
$1.86T
| $6.65B | 1.64% | 29,909,545 -74,622 | -0.2% | -$16.6M |
|
15
Philip Morris
PM
$260B
| $6.19B | 1.53% | 65,871,587 +8,417,407 | +15% | +$791M |
|
16
Thermo Fisher Scientific
TMO
$186B
| $5.13B | 1.27% | 8,689,511 -764,521 | -8% | -$452M |
|
17
Mastercard
MA
$538B
| $5.03B | 1.24% | 14,080,614 +468,198 | +3% | +$167M |
|
18
JPMorgan Chase
JPM
$829B
| $4.99B | 1.23% | 36,611,171 +1,590,742 | +5% | +$217M |
|
19
Mercado Libre
MELI
$125B
| $4.98B | 1.23% | 4,185,439 -456,167 | -10% | -$543M |
|
20
Amgen
AMGN
$155B
| $4.46B | 1.1% | 18,431,551 -3,726,355 | -17% | -$901M |
|
21
Linde
LIN
$224B
| $4.38B | 1.08% | 13,695,330 +552,675 | +4% | +$177M |
|
22
Toronto Dominion Bank
TD
$129B
| $4.05B | 1% | 51,102,667 +1,080,177 | +2% | +$85.7M |
|
23
Carrier Global
CARR
$55.5B
| $3.62B | 0.89% | 78,916,642 +9,466,546 | +14% | +$434M |
|
24
General Motors
GM
$55.8B
| $3.55B | 0.88% | 81,227,171 -13,897,736 | -15% | -$608M |
|
25
Vale
VALE
$43.9B
| $3.52B | 0.87% | 176,303,165 -18,309,603 | -9% | -$366M |
|