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
$351B
AUM Growth
+$10.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1 +$2.31B
2 +$2.1B
3 +$1.68B
4
MSFT icon
Microsoft
MSFT
+$1.48B
5
QCOM icon
Qualcomm
QCOM
+$1.28B

Top Sells

1 +$2.62B
2 +$1.72B
3 +$1.69B
4
PRU icon
Prudential Financial
PRU
+$1.16B
5
NFLX icon
Netflix
NFLX
+$1.05B

Sector Composition

1 Healthcare 19.63%
2 Technology 13.7%
3 Communication Services 12.92%
4 Consumer Discretionary 12.24%
5 Financials 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$159M 0.05%
2,429,922
+597,000
252
$159M 0.05%
+2,492,744
253
$157M 0.04%
5,210,023
+136,147
254
$156M 0.04%
4,456,862
255
$154M 0.04%
+1,573,837
256
$154M 0.04%
1,407,358
-872,304
257
$154M 0.04%
2,439,180
258
$153M 0.04%
3,365,000
-250,000
259
$152M 0.04%
53,518,141
+137,530
260
$151M 0.04%
6,070,925
-560,075
261
$150M 0.04%
7,080,070
-3,104
262
$150M 0.04%
2,884,000
263
$149M 0.04%
1,010,180
-226,405
264
$143M 0.04%
3,114,439
-2,013,471
265
$141M 0.04%
3,675,395
+313,277
266
$139M 0.04%
756,262
+4,276
267
$137M 0.04%
9,544,000
+1,544,000
268
$136M 0.04%
5,327,207
-7,783,449
269
$136M 0.04%
1,291,594
+460,194
270
$133M 0.04%
2,875,302
271
$132M 0.04%
+4,309,300
272
$130M 0.04%
4,644,317
-492,502
273
$127M 0.04%
8,918,515
+1,029,515
274
$125M 0.04%
1,729,818
-790,685
275
$125M 0.04%
4,941,000