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
$286B
AUM Growth
+$9.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1 +$1.32B
2 +$1.23B
3 +$1.21B
4
CTRA icon
Coterra Energy
CTRA
+$827M
5
CXO
CONCHO RESOURCES INC.
CXO
+$621M

Top Sells

1 +$4.27B
2 +$2.33B
3 +$1.28B
4
CVS icon
CVS Health
CVS
+$1.01B
5
COF icon
Capital One
COF
+$963M

Sector Composition

1 Healthcare 20.19%
2 Technology 12.85%
3 Industrials 11.43%
4 Communication Services 10.57%
5 Energy 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$134M 0.05%
2,707,000
-637,000
252
$132M 0.05%
3,275,000
+1,000,000
253
$132M 0.05%
+1,783,000
254
$131M 0.05%
2,106,000
255
$130M 0.05%
4,987,530
256
$130M 0.05%
2,624,919
+57,222
257
$130M 0.05%
5,115,000
258
$129M 0.05%
4,279,750
259
$126M 0.04%
2,343,800
260
$124M 0.04%
1,169,900
261
$123M 0.04%
3,911,000
262
$122M 0.04%
3,070,400
263
$122M 0.04%
1,200,000
264
$122M 0.04%
1,397,800
+303,000
265
$119M 0.04%
6,143,500
266
$119M 0.04%
4,587,200
267
$116M 0.04%
231,810
+3,240
268
$115M 0.04%
956,800
269
$113M 0.04%
4,745,000
270
$113M 0.04%
2,469,800
271
$112M 0.04%
600,000
272
$109M 0.04%
3,200,000
273
$108M 0.04%
2,572,168
+55,000
274
$107M 0.04%
3,305,619
+1,229,767
275
$107M 0.04%
1,570,020
-5,028,330