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
MRK icon
226
Merck
MRK
$249B
$194M 0.04%
2,310,615
-1,151,654
PAYX icon
227
Paychex
PAYX
$41.5B
$193M 0.04%
1,519,430
-9
MTSI icon
228
MACOM Technology Solutions
MTSI
$13.1B
$191M 0.04%
1,532,860
-143,181
CWST icon
229
Casella Waste Systems
CWST
$6.38B
$191M 0.04%
2,010,818
+566,887
CE icon
230
Celanese
CE
$4.65B
$189M 0.04%
4,488,911
-98,844
KMB icon
231
Kimberly-Clark
KMB
$34.1B
$186M 0.03%
1,492,999
+2,732
MOD icon
232
Modine Manufacturing
MOD
$7.49B
$185M 0.03%
+1,298,607
GS icon
233
Goldman Sachs
GS
$267B
$180M 0.03%
226,124
-38
IDYA icon
234
IDEAYA Biosciences
IDYA
$2.93B
$178M 0.03%
6,552,691
ALB.PRA icon
235
Albemarle Corp Depositary Shares
ALB.PRA
$2.57B
$175M 0.03%
4,620,404
-100,800
BRBR icon
236
BellRing Brands
BRBR
$3.92B
$172M 0.03%
+4,740,349
IQV icon
237
IQVIA
IQV
$38.1B
$171M 0.03%
901,348
-908,395
LMT icon
238
Lockheed Martin
LMT
$112B
$170M 0.03%
339,773
+568
LNW
239
DELISTED
Light & Wonder
LNW
$167M 0.03%
1,986,835
+600,091
JHG icon
240
Janus Henderson
JHG
$7B
$167M 0.03%
3,744,607
FSLR icon
241
First Solar
FSLR
$27.5B
$167M 0.03%
755,532
-270,803
AEP icon
242
American Electric Power
AEP
$61.8B
$166M 0.03%
1,472,210
+9,213
SSB icon
243
SouthState Bank Corp
SSB
$9.76B
$165M 0.03%
1,671,501
-27,923
WPM icon
244
Wheaton Precious Metals
WPM
$52.5B
$163M 0.03%
1,458,898
+893,733
DXCM icon
245
DexCom
DXCM
$25.6B
$159M 0.03%
2,367,676
-3,038,943
THO icon
246
Thor Industries
THO
$5.36B
$159M 0.03%
1,533,410
-755,929
DKNG icon
247
DraftKings
DKNG
$17.7B
$159M 0.03%
4,243,201
-641,609
TBBB icon
248
BBB Foods
TBBB
$3.79B
$159M 0.03%
5,882,050
+151,003
TLN
249
Talen Energy Corp
TLN
$16.4B
$158M 0.03%
371,434
-9,982
HDB icon
250
HDFC Bank
HDB
$185B
$158M 0.03%
4,619,844
+5,414