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
MGNI icon
226
Magnite
MGNI
$1.94B
$210M 0.04%
12,920,289
+5,937,428
NEE.PRT
227
NextEra Energy 7.234% Corporate Units
NEE.PRT
$1.58B
$208M 0.04%
4,265,572
+4,100
MOD icon
228
Modine Manufacturing
MOD
$12.1B
$197M 0.04%
1,478,224
+179,617
ARM icon
229
Arm
ARM
$137B
$197M 0.04%
1,805,110
+86,978
IQV icon
230
IQVIA
IQV
$29B
$197M 0.04%
872,634
-28,714
DLR icon
231
Digital Realty Trust
DLR
$60.6B
$196M 0.04%
1,265,664
+8,530
TBBB icon
232
BBB Foods
TBBB
$4.21B
$195M 0.04%
5,844,413
-37,637
FSLR icon
233
First Solar
FSLR
$21.5B
$183M 0.03%
699,462
-56,070
IDYA icon
234
IDEAYA Biosciences
IDYA
$2.8B
$183M 0.03%
5,279,675
-1,273,016
ZTS icon
235
Zoetis
ZTS
$54.8B
$180M 0.03%
1,429,149
+6,503
WPM icon
236
Wheaton Precious Metals
WPM
$73.1B
$180M 0.03%
1,527,914
+69,016
CNX icon
237
CNX Resources
CNX
$5.65B
$175M 0.03%
4,765,039
+815,039
APG icon
238
APi Group
APG
$19.5B
$173M 0.03%
4,530,975
-1,969,663
AEP icon
239
American Electric Power
AEP
$71.4B
$171M 0.03%
1,482,302
+10,092
HDB icon
240
HDFC Bank
HDB
$164B
$169M 0.03%
4,627,387
+7,543
HLI icon
241
Houlihan Lokey
HLI
$11.8B
$168M 0.03%
962,263
+5,822
GPGI
242
GPGI Inc
GPGI
$6.69B
$167M 0.03%
+9,213,355
SPGI icon
243
S&P Global
SPGI
$131B
$166M 0.03%
318,191
+1,131
NKE icon
244
Nike
NKE
$94.7B
$166M 0.03%
+2,602,138
LMT icon
245
Lockheed Martin
LMT
$148B
$165M 0.03%
340,304
+531
SPNT icon
246
SiriusPoint
SPNT
$2.48B
$163M 0.03%
7,447,968
+747,968
THO icon
247
Thor Industries
THO
$5.13B
$162M 0.03%
1,581,876
+48,466
VIST icon
248
Vista Energy
VIST
$5.88B
$162M 0.03%
3,335,815
+693,566
ALK icon
249
Alaska Air
ALK
$6.34B
$160M 0.03%
3,175,350
+1,475,350
BKH icon
250
Black Hills Corp
BKH
$5.57B
$158M 0.03%
2,275,922
+634,800