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
$292B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1 +$4.37B
2 +$1.49B
3 +$918M
4
KR icon
Kroger
KR
+$916M
5
KO icon
Coca-Cola
KO
+$589M

Top Sells

1 +$6.75B
2 +$1.71B
3 +$1.26B
4
PCP
PRECISION CASTPARTS CORP
PCP
+$1.05B
5
KLAC icon
KLA
KLAC
+$964M

Sector Composition

1 Healthcare 20.59%
2 Communication Services 13.08%
3 Technology 11.61%
4 Industrials 11.25%
5 Consumer Staples 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$149M 0.05%
5,068,914
-14,373,360
252
$143M 0.05%
1,826,600
+65,760
253
$141M 0.05%
+6,462,989
254
$140M 0.05%
8,837,000
-1,088,574
255
$139M 0.05%
2,377,600
256
$132M 0.05%
+6,698,000
257
$131M 0.04%
5,000,000
-35,000
258
$130M 0.04%
1,676,051
+627,291
259
$130M 0.04%
3,615,000
260
$129M 0.04%
5,877,454
+447,400
261
$128M 0.04%
1,184,321
+135,321
262
$126M 0.04%
1,491,700
+289,700
263
$126M 0.04%
4,206,862
264
$121M 0.04%
2,477,333
-2,163,334
265
$120M 0.04%
90,537
+1,545
266
$118M 0.04%
2,637,645
+332,000
267
$115M 0.04%
2,700,000
-1,000,000
268
$113M 0.04%
4,179,934
-408,000
269
$112M 0.04%
848,000
270
$112M 0.04%
575,000
271
$111M 0.04%
2,000,000
272
$109M 0.04%
5,250,000
273
$104M 0.04%
1,349,300
-367,000
274
$103M 0.04%
5,500,000
275
$98.8M 0.03%
10,074,000