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
$406B
AUM Growth
+$43.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1 +$1.57B
2 +$1.54B
3 +$1.46B
4
APD icon
Air Products & Chemicals
APD
+$1.19B
5
MSFT icon
Microsoft
MSFT
+$1.18B

Top Sells

1 +$2.38B
2 +$1.87B
3 +$1.55B
4
BKR icon
Baker Hughes
BKR
+$1.21B
5
AMZN icon
Amazon
AMZN
+$1.12B

Sector Composition

1 Technology 26.58%
2 Healthcare 16.23%
3 Industrials 12.73%
4 Consumer Discretionary 12.06%
5 Financials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$213M 0.05%
1,761,029
+114,215
227
$212M 0.05%
5,748,737
+2,504,135
228
$211M 0.05%
2,414,313
+796,386
229
$209M 0.05%
3,378,938
-688
230
$204M 0.05%
14,297,805
+503,446
231
$199M 0.05%
1,282,001
-129,665
232
$193M 0.05%
1,461,059
+39,116
233
$189M 0.05%
1,558,340
-2,892,549
234
$188M 0.05%
1,439,352
+56
235
$188M 0.05%
4,369,281
+3,119,281
236
$187M 0.05%
4,297,326
+1,228,996
237
$184M 0.05%
14,625,664
-4,969,515
238
$178M 0.04%
774,626
+3,654
239
$176M 0.04%
1,309,163
+422,558
240
$175M 0.04%
3,251,722
+475,768
241
$175M 0.04%
1,347,538
242
$170M 0.04%
6,193,990
+3,129,559
243
$170M 0.04%
4,447,888
+805,688
244
$167M 0.04%
10,758,813
245
$167M 0.04%
7,839,069
-904,691
246
$157M 0.04%
1,505,740
+1,387,168
247
$156M 0.04%
4,862,514
-1,153
248
$155M 0.04%
17,501,225
249
$148M 0.04%
3,551,377
+4,006
250
$144M 0.04%
6,136,692
-335,000