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
$253B
AUM Growth
+$18.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1 +$762M
2 +$703M
3 +$659M
4
SWN
Southwestern Energy Company
SWN
+$464M
5
PGR icon
Progressive
PGR
+$438M

Sector Composition

1 Healthcare 20.16%
2 Technology 12.08%
3 Industrials 11.18%
4 Communication Services 11.13%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$169M 0.07%
5,000,000
+1,500,000
227
$161M 0.06%
+3,554,000
228
$158M 0.06%
4,840,000
229
$157M 0.06%
4,380,921
230
$157M 0.06%
8,085,000
231
$156M 0.06%
5,744,300
232
$155M 0.06%
1,796,000
+30,781
233
$153M 0.06%
3,203,483
+461,500
234
$144M 0.06%
1,447,160
-119,600
235
$143M 0.06%
3,344,000
+361,000
236
$141M 0.06%
6,000,000
237
$135M 0.05%
6,390,000
+969,428
238
$135M 0.05%
5,736,700
+3,035,800
239
$132M 0.05%
6,581,261
+40,729
240
$131M 0.05%
7,055,000
+2,000,000
241
$131M 0.05%
22,547,700
+381,800
242
$131M 0.05%
3,000,000
243
$129M 0.05%
4,576,605
+2,429,300
244
$129M 0.05%
3,466,200
+480,000
245
$126M 0.05%
6,142,200
246
$126M 0.05%
1,565,000
247
$122M 0.05%
1,776,274
-405,000
248
$121M 0.05%
3,166,600
249
$121M 0.05%
4,587,200
250
$120M 0.05%
1,980,000
+480,000