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
$280B
AUM Growth
-$24.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$1.69B
2
+$1.41B
3
+$1.09B
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.05B
5
KHC icon
Kraft Heinz
KHC
+$951M

Top Sells

1
+$2.94B
2
+$1.39B
3
+$1.33B
4
NFLX icon
Netflix
NFLX
+$1.1B
5
AAPL icon
Apple
AAPL
+$882M

Sector Composition

1 Healthcare 20.04%
2 Communication Services 12.94%
3 Industrials 11.76%
4 Technology 11.7%
5 Consumer Staples 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$147M 0.05%
2,055,519
252
$146M 0.05%
27,150,274
-23,002,432
253
$145M 0.05%
1,169,900
254
$144M 0.05%
2,356,040
+320,040
255
$144M 0.05%
2,788,800
-1,244,960
256
$143M 0.05%
5,910,000
-9,377,000
257
$135M 0.05%
1,638,900
-10,000,819
258
$134M 0.05%
12,065,114
-689,000
259
$134M 0.05%
2,454,600
+390,700
260
$133M 0.05%
12,582,000
+214,000
261
$133M 0.05%
1,760,840
-871,472
262
$128M 0.05%
3,615,000
263
$128M 0.05%
5,035,000
264
$127M 0.05%
1,716,300
-713,634
265
$118M 0.04%
28,105,500
-8,137,300
266
$116M 0.04%
1,048,760
+46,760
267
$115M 0.04%
4,206,862
268
$115M 0.04%
1,049,000
+687,644
269
$113M 0.04%
+88,992
270
$111M 0.04%
600,000
271
$110M 0.04%
4,587,934
272
$110M 0.04%
1,202,000
+208,708
273
$110M 0.04%
2,978,567
274
$109M 0.04%
4,204,433
+460,000
275
$108M 0.04%
1,242,074
9 10
11
12 13