Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $533B
1-Year Est. Return 30.79%
 

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 Quarter Est. Return
1 Year Est. Return
+30.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$533B
AUM Growth
+$33.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$3.31B
3 +$2.52B
4
AMAT icon
Applied Materials
AMAT
+$2.11B
5
AMZN icon
Amazon
AMZN
+$2.1B

Top Sells

1 +$6.4B
2 +$4.16B
3 +$2.14B
4
MU icon
Micron Technology
MU
+$1.34B
5
AVGO icon
Broadcom
AVGO
+$1.26B

Sector Composition

1 Technology 30.98%
2 Consumer Discretionary 12.79%
3 Healthcare 12.73%
4 Industrials 10.59%
5 Financials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.66T
$37.6B 7.06%
72,659,760
+884,053
NVDA icon
2
NVIDIA
NVDA
$4.3T
$30.9B 5.79%
165,377,852
+22,896,705
AVGO icon
3
Broadcom
AVGO
$1.9T
$28.9B 5.43%
87,716,681
-3,824,140
AMZN icon
4
Amazon
AMZN
$2.49T
$20.7B 3.88%
94,284,962
+9,583,217
LLY icon
5
Eli Lilly
LLY
$963B
$19.1B 3.59%
25,088,371
+4,332,008
META icon
6
Meta Platforms (Facebook)
META
$1.63T
$17.4B 3.27%
23,749,769
-8,709,080
RTX icon
7
RTX Corp
RTX
$235B
$12.8B 2.39%
76,197,762
+799,155
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$3.86T
$12.3B 2.31%
50,732,476
+6,874,381
AAPL icon
9
Apple
AAPL
$4.12T
$11.6B 2.18%
45,575,256
+3,827,175
UBER icon
10
Uber
UBER
$182B
$10.8B 2.03%
110,553,355
-9,751,005
GE icon
11
GE Aerospace
GE
$315B
$7.93B 1.49%
26,354,708
-3,828,971
JPM icon
12
JPMorgan Chase
JPM
$852B
$7.26B 1.36%
23,014,353
-490,941
SBUX icon
13
Starbucks
SBUX
$99.1B
$7.23B 1.36%
85,460,350
+8,774,198
PM icon
14
Philip Morris
PM
$245B
$7.06B 1.33%
43,546,533
+2,911,835
GOOG icon
15
Alphabet (Google) Class C
GOOG
$3.86T
$6.62B 1.24%
27,189,906
-296,034
ORCL icon
16
Oracle
ORCL
$576B
$6.56B 1.23%
23,310,827
+266,588
VRTX icon
17
Vertex Pharmaceuticals
VRTX
$110B
$6.48B 1.22%
16,553,281
+444,990
RCL icon
18
Royal Caribbean
RCL
$72.6B
$6.23B 1.17%
19,256,502
-6,611,624
MA icon
19
Mastercard
MA
$494B
$5.89B 1.1%
10,347,834
+629,941
ABBV icon
20
AbbVie
ABBV
$402B
$5.84B 1.1%
25,230,830
-34,749
NFLX icon
21
Netflix
NFLX
$456B
$5.64B 1.06%
47,064,420
-284,510
ABT icon
22
Abbott
ABT
$224B
$5.19B 0.97%
38,768,839
-2,997,346
HD icon
23
Home Depot
HD
$355B
$4.62B 0.87%
11,400,133
+30,739
UNH icon
24
UnitedHealth
UNH
$299B
$4.5B 0.85%
13,042,049
+7,293,009
CARR icon
25
Carrier Global
CARR
$46.2B
$4.5B 0.84%
75,366,127
+139,783