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
$253B
AUM Growth
+$18.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1 +$762M
2 +$703M
3 +$659M
4
SWN
Southwestern Energy Company
SWN
+$464M
5
PGR icon
Progressive
PGR
+$438M

Sector Composition

1 Healthcare 20.16%
2 Technology 12.08%
3 Industrials 11.18%
4 Communication Services 11.13%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$119M 0.05%
4,022,189
-2,100,000
252
$118M 0.05%
3,269,076
253
$116M 0.05%
2,072,700
+31,700
254
$112M 0.04%
13,218,000
255
$110M 0.04%
1,197,589
+100,000
256
$108M 0.04%
+400,000
257
$106M 0.04%
2,188,700
+1,098,700
258
$105M 0.04%
1,948,000
+671,000
259
$104M 0.04%
842,600
260
$102M 0.04%
1,200,000
261
$101M 0.04%
3,890,000
262
$98.2M 0.04%
87,672
-2,662
263
$98M 0.04%
+2,000,000
264
$96.8M 0.04%
2,225,000
265
$96.3M 0.04%
1,169,900
266
$94.9M 0.04%
5,935,992
+1,509,200
267
$94.5M 0.04%
+4,625,500
268
$93.9M 0.04%
3,300,000
269
$93.8M 0.04%
1,160,000
270
$92.8M 0.04%
3,790,970
+437,448
271
$91.7M 0.04%
2,987,168
272
$90.5M 0.04%
1,292,789
+305,000
273
$89.5M 0.04%
4,775,000
274
$87.1M 0.03%
+5,425,840
275
$87M 0.03%
3,200,000