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
$350B
AUM Growth
+$19.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1 +$3.56B
2 +$1.76B
3 +$1.35B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$864M
5
MA icon
Mastercard
MA
+$788M

Top Sells

1 +$2.53B
2 +$1.95B
3 +$1.55B
4
GM icon
General Motors
GM
+$1.37B
5
UNH icon
UnitedHealth
UNH
+$1.15B

Sector Composition

1 Technology 21.75%
2 Healthcare 16.93%
3 Consumer Discretionary 13.35%
4 Industrials 12.41%
5 Communication Services 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$144M 0.04%
3,307,086
-1,207,836
252
$142M 0.04%
759,853
+2,680
253
$141M 0.04%
1,790,563
-118,585
254
$139M 0.04%
7,486,437
+903
255
$138M 0.04%
3,613,423
-219
256
$135M 0.04%
2,920,900
257
$134M 0.04%
1,401,142
+895,025
258
$131M 0.04%
3,131,992
-4,616,056
259
$130M 0.04%
2,506,556
+9,759
260
$128M 0.04%
827,416
-843,135
261
$125M 0.04%
2,328,477
-149,851
262
$122M 0.03%
1,938,746
+50,000
263
$119M 0.03%
10,718,030
+3,962
264
$117M 0.03%
12,463,279
+3,713,197
265
$116M 0.03%
2,008,525
+1,462
266
$115M 0.03%
421,041
267
$113M 0.03%
535,921
-63,077
268
$109M 0.03%
2,300,000
269
$108M 0.03%
6,609,811
+1,793,196
270
$107M 0.03%
2,853,006
+47,004
271
$106M 0.03%
2,425,632
+144,602
272
$105M 0.03%
868,623
-250,059
273
$102M 0.03%
398,439
-187
274
$101M 0.03%
2,977,672
275
$99.7M 0.03%
8,299,140
-1,634