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
$270B
AUM Growth
+$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$967M
3 +$945M
4
TMUS icon
T-Mobile US
TMUS
+$657M
5
AIG icon
American International
AIG
+$608M

Top Sells

1 +$2.51B
2 +$1.32B
3 +$1.08B
4
GM icon
General Motors
GM
+$739M
5
FRX
FOREST LABORATORIES INC
FRX
+$664M

Sector Composition

1 Healthcare 20.83%
2 Technology 12.2%
3 Industrials 11.56%
4 Communication Services 11.27%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$161M 0.06%
3,025,000
-8,000,000
227
$160M 0.06%
7,624,885
+1,888,185
228
$160M 0.06%
1,718,800
-1,311,687
229
$158M 0.06%
3,344,000
230
$155M 0.06%
+3,854,146
231
$154M 0.06%
4,840,000
232
$152M 0.06%
6,581,261
233
$150M 0.06%
3,630,314
-606,400
234
$149M 0.06%
6,685,000
-1,400,000
235
$147M 0.05%
+28,671
236
$145M 0.05%
3,000,000
237
$141M 0.05%
1,565,000
238
$139M 0.05%
6,054,690
-5,861,310
239
$138M 0.05%
22,565,030
+17,330
240
$136M 0.05%
1,469,265
+1,254,462
241
$136M 0.05%
3,121,921
-1,259,000
242
$135M 0.05%
6,000,000
243
$134M 0.05%
22,949,027
-2,985,750
244
$133M 0.05%
2,897,000
-2,773,800
245
$131M 0.05%
1,645,500
+458,620
246
$130M 0.05%
2,106,000
-1,053,000
247
$128M 0.05%
4,576,605
248
$128M 0.05%
4,587,200
249
$126M 0.05%
2,191,899
+119,199
250
$125M 0.05%
1,570,840
+278,051