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Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $645B
1-Year Est. Return 30.61%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$645B
AUM Growth
+$103B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1 +$9.76B
2 +$9.53B
3 +$8.35B
4
AMZN icon
Amazon
AMZN
+$6.25B
5
CSCO icon
Cisco
CSCO
+$5.01B

Top Sells

1 +$4.73B
2 +$1.86B
3 +$1.54B
4
AIG icon
American International
AIG
+$1.45B
5
COF icon
Capital One
COF
+$1.43B

Sector Composition

1 Technology 29.96%
2 Healthcare 12.5%
3 Consumer Discretionary 11.56%
4 Industrials 9.85%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WH icon
251
Wyndham Hotels & Resorts
WH
$6.34B
$183M 0.03%
2,248,498
-5,957,320
FN icon
252
Fabrinet
FN
$20.9B
$178M 0.03%
342,205
-369,101
ADBE icon
253
Adobe
ADBE
$78.5B
$177M 0.03%
726,385
-174,840
CSGP icon
254
CoStar Group
CSGP
$12.4B
$176M 0.03%
4,373,706
-1,193,256
BN icon
255
Brookfield
BN
$98.1B
$174M 0.03%
4,289,389
+2,154,513
GBCI icon
256
Glacier Bancorp
GBCI
$6.46B
$173M 0.03%
3,871,510
-1,709,778
VSEC icon
257
VSE Corp
VSEC
$6B
$173M 0.03%
936,375
-363,329
IDYA icon
258
IDEAYA Biosciences
IDYA
$3.3B
$172M 0.03%
5,163,543
-116,132
WMT icon
259
Walmart Inc
WMT
$950B
$172M 0.03%
1,382,827
-21,479
SLAB icon
260
Silicon Laboratories
SLAB
$7.21B
$169M 0.03%
811,937
TECH icon
261
Bio-Techne
TECH
$8.81B
$167M 0.03%
3,188,210
+1,569,328
ZTS icon
262
Zoetis
ZTS
$32.2B
$167M 0.03%
1,408,597
-20,552
BRK.A icon
263
Berkshire Hathaway Class A
BRK.A
$1.06T
$165M 0.03%
230
+148
ROG icon
264
Rogers Corp
ROG
$2.84B
$163M 0.03%
1,519,040
EXC icon
265
Exelon
EXC
$47.7B
$162M 0.03%
3,301,089
+12,197
BKH icon
266
Black Hills Corp
BKH
$5.62B
$158M 0.02%
2,275,922
CPRT icon
267
Copart
CPRT
$27.4B
$156M 0.02%
4,712,993
+740,144
BAP icon
268
Credicorp
BAP
$29.3B
$156M 0.02%
+459,435
SPG icon
269
Simon Property Group
SPG
$70.3B
$154M 0.02%
+826,812
KMB icon
270
Kimberly-Clark
KMB
$34.5B
$154M 0.02%
1,597,645
+103,717
HOMB icon
271
Home BancShares
HOMB
$5.68B
$153M 0.02%
5,688,522
+100,255
DTM icon
272
DT Midstream
DTM
$15B
$153M 0.02%
1,136,963
-112,455
WST icon
273
West Pharmaceutical
WST
$23.8B
$151M 0.02%
+604,011
PATK icon
274
Patrick Industries
PATK
$2.87B
$151M 0.02%
1,360,530
+223,000
MOH icon
275
Molina Healthcare
MOH
$10.2B
$145M 0.02%
1,087,805
+291,896