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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
GS icon
226
Goldman Sachs
GS
$323B
$219M 0.03%
258,349
+84,092
RGLD icon
227
Royal Gold
RGLD
$17.5B
$218M 0.03%
+856,097
WFRD icon
228
Weatherford International
WFRD
$6.43B
$214M 0.03%
2,261,362
-1,805,338
YUM icon
229
Yum! Brands
YUM
$41.8B
$214M 0.03%
1,375,087
+373,949
FIX icon
230
Comfort Systems
FIX
$67.1B
$212M 0.03%
153,639
+37,052
SF
231
Stifel
SF
$11.3B
$207M 0.03%
2,797,955
-514,777
TBBB icon
232
BBB Foods
TBBB
$5.07B
$207M 0.03%
5,845,315
+902
INTU icon
233
Intuit
INTU
$70.6B
$206M 0.03%
477,023
-6,940
OSK icon
234
Oshkosh
OSK
$8.7B
$206M 0.03%
1,399,347
+206,191
ASML icon
235
ASML
ASML
$685B
$206M 0.03%
155,902
+152,045
EWBC icon
236
East-West Bancorp
EWBC
$17.9B
$198M 0.03%
1,852,065
+1,559,494
BMRN icon
237
BioMarin Pharmaceuticals
BMRN
$10.9B
$197M 0.03%
3,491,386
+944,099
AEP icon
238
American Electric Power
AEP
$72.8B
$195M 0.03%
1,491,127
+8,825
PAYX icon
239
Paychex
PAYX
$35.1B
$193M 0.03%
2,098,312
+180,506
GPGI
240
GPGI Inc
GPGI
$4.2B
$193M 0.03%
11,260,713
+2,047,358
BA.PRA
241
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$7.82B
$191M 0.03%
+2,937,780
HUM icon
242
Humana
HUM
$43.1B
$191M 0.03%
+1,099,839
HLI icon
243
Houlihan Lokey
HLI
$9.71B
$189M 0.03%
1,314,674
+352,411
WPM icon
244
Wheaton Precious Metals
WPM
$52.9B
$188M 0.03%
1,433,881
-94,033
SE icon
245
Sea Limited
SE
$56.2B
$188M 0.03%
2,268,047
-1,747,018
APG icon
246
APi Group
APG
$18B
$186M 0.03%
4,592,561
+61,586
QSR icon
247
Restaurant Brands International
QSR
$24.9B
$185M 0.03%
2,508,986
+468,861
CWST icon
248
Casella Waste Systems
CWST
$5.48B
$185M 0.03%
2,330,165
-157,869
QCOM icon
249
Qualcomm
QCOM
$215B
$185M 0.03%
1,433,927
-33,129
PLTR icon
250
Palantir
PLTR
$280B
$184M 0.03%
1,257,274
-17,187