Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $645B
1-Year Est. Return 30.61%
 

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
+30.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$645B
AUM Growth
+$103B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1 +$9.76B
2 +$9.53B
3 +$8.35B
4
AMZN icon
Amazon
AMZN
+$6.25B
5
CSCO icon
Cisco
CSCO
+$5.01B

Top Sells

1 +$4.73B
2 +$1.86B
3 +$1.54B
4
AIG icon
American International
AIG
+$1.45B
5
COF icon
Capital One
COF
+$1.43B

Sector Composition

1 Technology 29.96%
2 Healthcare 12.5%
3 Consumer Discretionary 11.56%
4 Industrials 9.85%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AVGO icon
1
Broadcom
AVGO
$2.08T
$35.9B 5.57%
116,025,298
+29,663,579
MSFT icon
2
Microsoft
MSFT
$3.29T
$35.6B 5.52%
96,093,061
+22,768,626
NVDA icon
3
NVIDIA
NVDA
$5.22T
$33.7B 5.22%
193,037,700
+21,474,958
AMZN icon
4
Amazon
AMZN
$2.92T
$24.7B 3.83%
118,434,267
+28,398,233
LLY icon
5
Eli Lilly
LLY
$982B
$22.7B 3.51%
24,632,647
+65,801
META icon
6
Meta Platforms (Facebook)
META
$1.59T
$17.7B 2.74%
30,909,975
+13,036,261
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.63T
$16.5B 2.57%
57,546,747
+5,491,443
AAPL icon
8
Apple
AAPL
$4.59T
$16.3B 2.52%
64,035,728
+8,561,488
PM icon
9
Philip Morris
PM
$275B
$13.2B 2.05%
79,823,025
+25,263,319
GOOG icon
10
Alphabet (Google) Class C
GOOG
$4.6T
$11.6B 1.79%
40,305,350
+12,188,842
RTX icon
11
RTX Corp
RTX
$240B
$10.1B 1.57%
52,337,386
-23,802,966
AMAT icon
12
Applied Materials
AMAT
$358B
$10.1B 1.56%
29,455,424
-3,251,625
GE icon
13
GE Aerospace
GE
$333B
$9.85B 1.53%
34,724,628
+9,994,332
VRTX icon
14
Vertex Pharmaceuticals
VRTX
$114B
$9.43B 1.46%
21,125,964
+3,809,620
SBUX icon
15
Starbucks
SBUX
$114B
$9.17B 1.42%
102,348,519
+20,166,590
UBER icon
16
Uber
UBER
$145B
$8.37B 1.3%
116,339,639
+2,883,263
JPM icon
17
JPMorgan Chase
JPM
$795B
$8.06B 1.25%
27,413,395
+5,483,088
CNQ icon
18
Canadian Natural Resources
CNQ
$94.5B
$8.02B 1.24%
164,432,659
+18,101,323
LIN icon
19
Linde
LIN
$231B
$7.96B 1.23%
16,051,934
+5,924,340
RCL icon
20
Royal Caribbean
RCL
$75.6B
$7.77B 1.21%
28,255,701
+8,079,157
MA icon
21
Mastercard
MA
$440B
$6.94B 1.08%
13,884,582
+3,092,606
ABBV icon
22
AbbVie
ABBV
$384B
$6.8B 1.05%
31,254,786
+5,846,586
CARR icon
23
Carrier Global
CARR
$53.6B
$6.55B 1.02%
116,392,662
+41,654,872
NFLX icon
24
Netflix
NFLX
$361B
$6.54B 1.02%
68,045,981
+25,678,174
WFC icon
25
Wells Fargo
WFC
$237B
$5.8B 0.9%
72,893,582
+35,472,195