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
$331B
AUM Growth
+$26.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1 +$1.54B
2 +$1.12B
3 +$967M
4
NFLX icon
Netflix
NFLX
+$943M
5
GE icon
GE Aerospace
GE
+$924M

Top Sells

1 +$1.58B
2 +$1.54B
3 +$1.47B
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.43B
5
MSFT icon
Microsoft
MSFT
+$1.22B

Sector Composition

1 Technology 18.98%
2 Healthcare 17.33%
3 Industrials 12.85%
4 Consumer Discretionary 11.86%
5 Financials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$172M 0.05%
1,218,601
+447
227
$170M 0.05%
823,088
-233,830
228
$166M 0.05%
7,041,412
-191,611
229
$165M 0.05%
+500,619
230
$165M 0.05%
1,909,148
-1,341,419
231
$163M 0.05%
8,916,310
-559,000
232
$162M 0.05%
14,101,241
+4,461,297
233
$162M 0.05%
26,475,806
-4,098,528
234
$161M 0.05%
2,774,503
+24,071
235
$161M 0.05%
7,218,820
-970,600
236
$159M 0.05%
13,994,704
+1,006,321
237
$158M 0.05%
+447,853
238
$155M 0.05%
8,602,170
+7,591,065
239
$154M 0.05%
4,863,772
+2,533
240
$154M 0.05%
+1,127,008
241
$153M 0.05%
3,371,293
242
$151M 0.05%
2,478,328
-1,840,107
243
$151M 0.05%
10,849,419
+107,190
244
$148M 0.04%
1,996,066
245
$147M 0.04%
2,446,602
246
$147M 0.04%
+2,920,900
247
$141M 0.04%
3,613,642
-925,586
248
$141M 0.04%
+950,719
249
$137M 0.04%
1,118,682
-244,889
250
$135M 0.04%
3,431,608
+610,660