Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $542B
1-Year Est. Return 32.05%
 

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.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$2.66B
3 +$1.71B
4
ORCL icon
Oracle
ORCL
+$1.63B
5
NVDA icon
NVIDIA
NVDA
+$1.15B

Top Sells

1 +$3.92B
2 +$2.3B
3 +$2.28B
4
SHOP icon
Shopify
SHOP
+$1.22B
5
LVS icon
Las Vegas Sands
LVS
+$1.09B

Sector Composition

1 Technology 31.36%
2 Healthcare 13.6%
3 Consumer Discretionary 12.13%
4 Financials 10.03%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MSFT icon
1
Microsoft
MSFT
$2.92T
$35.5B 6.55%
73,324,435
+664,675
NVDA icon
2
NVIDIA
NVDA
$4.31T
$32B 5.91%
171,562,742
+6,184,890
AVGO icon
3
Broadcom
AVGO
$1.52T
$29.9B 5.52%
86,361,719
-1,354,962
LLY icon
4
Eli Lilly
LLY
$992B
$26.4B 4.87%
24,566,846
-521,525
AMZN icon
5
Amazon
AMZN
$2.25T
$20.8B 3.84%
90,036,034
-4,248,928
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.77T
$16.3B 3.01%
52,055,304
+1,322,828
AAPL icon
7
Apple
AAPL
$3.88T
$15.1B 2.78%
55,474,240
+9,898,984
RTX icon
8
RTX Corp
RTX
$272B
$14B 2.58%
76,140,352
-57,410
META icon
9
Meta Platforms (Facebook)
META
$1.64T
$11.8B 2.18%
17,873,714
-5,876,055
UBER icon
10
Uber
UBER
$155B
$9.27B 1.71%
113,456,376
+2,903,021
GOOG icon
11
Alphabet (Google) Class C
GOOG
$3.77T
$8.82B 1.63%
28,116,508
+926,602
PM icon
12
Philip Morris
PM
$291B
$8.75B 1.62%
54,559,706
+11,013,173
AMAT icon
13
Applied Materials
AMAT
$295B
$8.41B 1.55%
32,707,049
+17,829,377
VRTX icon
14
Vertex Pharmaceuticals
VRTX
$126B
$7.85B 1.45%
17,316,344
+763,063
GE icon
15
GE Aerospace
GE
$359B
$7.62B 1.41%
24,730,296
-1,624,412
JPM icon
16
JPMorgan Chase
JPM
$810B
$7.07B 1.3%
21,930,307
-1,084,046
SBUX icon
17
Starbucks
SBUX
$112B
$6.92B 1.28%
82,181,929
-3,278,421
MA icon
18
Mastercard
MA
$461B
$6.16B 1.14%
10,791,976
+444,142
ORCL icon
19
Oracle
ORCL
$418B
$5.87B 1.08%
30,137,126
+6,826,299
ABBV icon
20
AbbVie
ABBV
$410B
$5.81B 1.07%
25,408,200
+177,370
RCL icon
21
Royal Caribbean
RCL
$84.1B
$5.63B 1.04%
20,176,544
+920,042
CNQ icon
22
Canadian Natural Resources
CNQ
$91.2B
$4.96B 0.91%
146,331,336
+35,067,143
ABT icon
23
Abbott
ABT
$202B
$4.91B 0.91%
39,169,239
+400,400
MELI icon
24
Mercado Libre
MELI
$89.1B
$4.48B 0.83%
2,225,031
+408,939
LIN icon
25
Linde
LIN
$237B
$4.32B 0.8%
10,127,594
+797,866