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 |
Uber
UBER
|
$3.14B |
| 2 |
Boeing
BA
|
$2.28B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$1.9B |
| 4 |
Eli Lilly
LLY
|
$1.15B |
| 5 |
Wells Fargo
WFC
|
$998M |
Top Sells
| 1 |
Texas Instruments
TXN
|
$2.46B |
| 2 |
United Rentals
URI
|
$2.29B |
| 3 |
GE Aerospace
GE
|
$1.78B |
| 4 |
Blackrock
BLK
|
$1.48B |
| 5 |
Carrier Global
CARR
|
$1.35B |
Sector Composition
| 1 | Technology | 26.7% |
| 2 | Healthcare | 14.54% |
| 3 | Consumer Discretionary | 13.72% |
| 4 | Industrials | 11.27% |
| 5 | Communication Services | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $31.7B | 6.52% | 75,180,804 -1,244,639 | -2% | -$525M |
|
2
Meta Platforms (Facebook)
META
$1.86T
| $21.6B | 4.44% | 36,907,128 -469,809 | -1% | -$275M |
|
3
Broadcom
AVGO
$1.4T
| $20.8B | 4.27% | 89,674,861 -2,806,440 | -3% | -$651M |
|
4
Amazon
AMZN
$2.44T
| $19.5B | 4.01% | 88,834,293 -3,785,120 | -4% | -$830M |
|
5
Apple
AAPL
$3.45T
| $18.1B | 3.72% | 72,183,884 +754,580 | +1% | +$189M |
|
|
6
Alphabet (Google) Class A
GOOGL
$2.57T
| $13.6B | 2.8% | 72,033,086 +10,037,685 | +16% | +$1.9B |
|
7
UnitedHealth
UNH
$281B
| $9.09B | 1.87% | 17,966,490 -15,806 | -0.1% | -$8M |
|
8
RTX Corp
RTX
$212B
| $8.77B | 1.8% | 75,753,095 -3,745,707 | -5% | -$433M |
|
9
NVIDIA
NVDA
$4.25T
| $8.58B | 1.76% | 63,871,504 +2,341,440 | +4% | +$314M |
|
|
10
Eli Lilly
LLY
$657B
| $8.3B | 1.71% | 10,757,511 +1,493,673 | +16% | +$1.15B |
|
11
Salesforce
CRM
$245B
| $8.06B | 1.66% | 24,116,635 -233,439 | -1% | -$78M |
|
|
12
Alphabet (Google) Class C
GOOG
$2.58T
| $7.46B | 1.53% | 39,148,500 +294,556 | +0.8% | +$56.1M |
|
|
13
Uber
UBER
$196B
| $7.13B | 1.47% | 118,131,681 +52,125,476 | +79% | +$3.14B |
|
|
14
GE Aerospace
GE
$292B
| $7B | 1.44% | 41,970,273 -10,653,257 | -20% | -$1.78B |
|
|
15
Boeing
BA
$177B
| $6.84B | 1.41% | 38,667,054 +12,856,512 | +50% | +$2.28B |
|
16
Royal Caribbean
RCL
$98.7B
| $6.51B | 1.34% | 28,233,528 -2,278,129 | -7% | -$526M |
|
17
Philip Morris
PM
$260B
| $6.12B | 1.26% | 50,846,015 -5,494,118 | -10% | -$661M |
|
18
Abbott
ABT
$231B
| $6.12B | 1.26% | 54,097,005 +795,073 | +1% | +$89.9M |
|
19
AbbVie
ABBV
$372B
| $6.04B | 1.24% | 33,983,707 +778,126 | +2% | +$138M |
|
20
JPMorgan Chase
JPM
$829B
| $5.48B | 1.13% | 22,841,033 +1,914,049 | +9% | +$459M |
|
21
Mastercard
MA
$538B
| $5.39B | 1.11% | 10,242,820 -1,939,131 | -16% | -$1.02B |
|
22
Gilead Sciences
GILD
$140B
| $5.35B | 1.1% | 57,946,228 -3,853,443 | -6% | -$356M |
|
|
23
Carrier Global
CARR
$55.5B
| $5.15B | 1.06% | 75,499,505 -19,710,212 | -21% | -$1.35B |
|
24
Home Depot
HD
$405B
| $4.85B | 1% | 12,455,582 +647,552 | +5% | +$252M |
|
25
GE HealthCare
GEHC
$33.7B
| $4.76B | 0.98% | 60,832,004 +2,608,066 | +4% | +$204M |
|