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
$235B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1 +$8.88B
2 +$8.02B
3 +$7.4B
4
AMGN icon
Amgen
AMGN
+$6.62B
5
MO icon
Altria Group
MO
+$5.28B

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 18.95%
2 Technology 12.52%
3 Communication Services 11.55%
4 Industrials 10.7%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$145M 0.06%
+2,181,274
227
$144M 0.06%
+5,200,000
228
$143M 0.06%
+1,566,760
229
$140M 0.06%
+3,321,802
230
$134M 0.06%
+6,177,600
231
$132M 0.06%
+2,760,000
232
$132M 0.06%
+4,210,000
233
$131M 0.06%
+3,890,000
234
$129M 0.05%
+4,380,921
235
$127M 0.05%
+6,540,532
236
$120M 0.05%
+3,000,000
237
$119M 0.05%
+3,500,000
238
$119M 0.05%
+2,599,406
239
$118M 0.05%
+3,166,600
240
$116M 0.05%
+1,565,000
241
$115M 0.05%
+5,420,572
242
$115M 0.05%
+4,587,200
243
$115M 0.05%
+8,067,506
244
$112M 0.05%
+4,500,000
245
$110M 0.05%
+2,741,983
246
$108M 0.05%
+6,142,200
247
$107M 0.05%
+30,699,059
248
$105M 0.04%
+4,775,000
249
$105M 0.04%
+2,041,000
250
$103M 0.04%
+3,269,076