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
$533B
AUM Growth
+$33.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$3.31B
3 +$2.52B
4
AMAT icon
Applied Materials
AMAT
+$2.11B
5
AMZN icon
Amazon
AMZN
+$2.1B

Top Sells

1 +$6.4B
2 +$4.16B
3 +$2.14B
4
MU icon
Micron Technology
MU
+$1.34B
5
AVGO icon
Broadcom
AVGO
+$1.26B

Sector Composition

1 Technology 30.98%
2 Consumer Discretionary 12.79%
3 Healthcare 12.73%
4 Industrials 10.59%
5 Financials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CBZ icon
251
CBIZ
CBZ
$2.9B
$155M 0.03%
2,921,326
-65,633
SPGI icon
252
S&P Global
SPGI
$151B
$154M 0.03%
317,060
+1,318
YUM icon
253
Yum! Brands
YUM
$42.7B
$152M 0.03%
1,000,617
+1,442
MGNI icon
254
Magnite
MGNI
$2.28B
$152M 0.03%
6,982,861
-5,937,209
MOH icon
255
Molina Healthcare
MOH
$8.56B
$152M 0.03%
792,786
-1,373,307
HOMB icon
256
Home BancShares
HOMB
$5.65B
$151M 0.03%
5,349,719
-163,428
GIS icon
257
General Mills
GIS
$25.1B
$151M 0.03%
2,985,454
-115,383
ALC icon
258
Alcon
ALC
$38.9B
$150M 0.03%
2,015,585
-68,254
CSX icon
259
CSX Corp
CSX
$69.2B
$150M 0.03%
4,214,472
-5,387,470
ICFI icon
260
ICF International
ICFI
$1.6B
$149M 0.03%
1,607,461
+227,031
EXC icon
261
Exelon
EXC
$44.2B
$147M 0.03%
3,268,339
+28,968
PEGA icon
262
Pegasystems
PEGA
$9.91B
$145M 0.03%
2,517,587
-1,455,573
KNF icon
263
Knife River
KNF
$4.32B
$143M 0.03%
1,862,778
-39,966
FNV icon
264
Franco-Nevada
FNV
$40.9B
$142M 0.03%
638,396
+5,361
ADUS icon
265
Addus HomeCare
ADUS
$2.13B
$142M 0.03%
1,201,560
+99,262
DTM icon
266
DT Midstream
DTM
$12.2B
$141M 0.03%
1,249,101
+1,743
CHYM
267
Chime Financial
CHYM
$9.22B
$139M 0.03%
6,878,057
+3,258,179
MRVL icon
268
Marvell Technology
MRVL
$71.5B
$138M 0.03%
+1,637,881
BMRN icon
269
BioMarin Pharmaceuticals
BMRN
$10B
$137M 0.03%
2,537,596
+2,145,717
SKY icon
270
Champion Homes
SKY
$4.88B
$135M 0.03%
1,762,378
+19,784
PAX icon
271
Patria Investments
PAX
$2.49B
$134M 0.03%
9,210,843
-511,060
QSR icon
272
Restaurant Brands International
QSR
$24.5B
$131M 0.02%
2,038,745
-552,797
PAR icon
273
PAR Technology
PAR
$1.45B
$128M 0.02%
3,237,004
+476,839
BWIN
274
Baldwin Insurance Group
BWIN
$1.7B
$127M 0.02%
4,513,250
CNX icon
275
CNX Resources
CNX
$5.2B
$127M 0.02%
3,950,000
+1,100,000