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
$304B
AUM Growth
+$12.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1 +$4.51B
2 +$2.2B
3 +$1.08B
4
NSC icon
Norfolk Southern
NSC
+$889M
5
WFC icon
Wells Fargo
WFC
+$796M

Top Sells

1 +$812M
2 +$791M
3 +$618M
4
MO icon
Altria Group
MO
+$589M
5
INTU icon
Intuit
INTU
+$537M

Sector Composition

1 Healthcare 22.14%
2 Technology 12.09%
3 Industrials 11.21%
4 Communication Services 11.1%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$169M 0.06%
2,055,519
252
$166M 0.05%
2,669,954
+134,154
253
$164M 0.05%
3,869,736
254
$164M 0.05%
6,683,808
-1,912,000
255
$164M 0.05%
3,700,000
-2,410,000
256
$161M 0.05%
2,958,500
+250,000
257
$159M 0.05%
2,377,600
258
$159M 0.05%
4,800,000
-4,200,000
259
$158M 0.05%
1,169,900
260
$152M 0.05%
3,577,500
261
$147M 0.05%
12,368,000
+3,557,000
262
$146M 0.05%
1,899,137
-1,197,526
263
$145M 0.05%
5,293,645
264
$144M 0.05%
5,035,000
265
$143M 0.05%
2,063,900
+243,900
266
$142M 0.05%
1,242,074
267
$139M 0.05%
2,275,486
+334,841
268
$138M 0.05%
172,852
+104,663
269
$137M 0.05%
+5,000,000
270
$135M 0.04%
600,000
271
$134M 0.04%
2,036,000
272
$134M 0.04%
3,740,953
+171,000
273
$133M 0.04%
4,206,862
-355,000
274
$129M 0.04%
13,151,050
-1,816,229
275
$128M 0.04%
+2,854,003