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
$363B
AUM Growth
-$10B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1 +$1.65B
2 +$1.32B
3 +$1.2B
4
URI icon
United Rentals
URI
+$1.02B
5
UNP icon
Union Pacific
UNP
+$957M

Top Sells

1 +$2.57B
2 +$1.34B
3 +$1.16B
4
SYK icon
Stryker
SYK
+$1.1B
5
MU icon
Micron Technology
MU
+$1.01B

Sector Composition

1 Technology 24.26%
2 Healthcare 16.2%
3 Consumer Discretionary 12.71%
4 Industrials 12.04%
5 Communication Services 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$146M 0.04%
3,812,724
-10,028,588
252
$140M 0.04%
2,775,954
+737,208
253
$138M 0.04%
3,642,200
+2,500
254
$137M 0.04%
1,347,538
-18,214
255
$134M 0.04%
6,100,000
256
$130M 0.04%
2,011,533
+1,635
257
$129M 0.04%
644,243
-178,965
258
$124M 0.03%
1,617,927
+273,474
259
$122M 0.03%
9,390,765
+4,182
260
$117M 0.03%
3,068,330
-189,816
261
$116M 0.03%
3,814,788
-560,654
262
$115M 0.03%
+7,035,100
263
$114M 0.03%
398,950
+340
264
$113M 0.03%
2,300,000
265
$112M 0.03%
2,777,043
-780,668
266
$110M 0.03%
4,259,965
+257,000
267
$109M 0.03%
7,490,019
+1,077
268
$109M 0.03%
1,330,000
269
$107M 0.03%
886,605
+232,774
270
$107M 0.03%
2,766,549
+88,877
271
$103M 0.03%
1,298,784
-645,454
272
$103M 0.03%
1,516,151
+378,722
273
$101M 0.03%
3,059,782
-554,576
274
$101M 0.03%
13,252,390
275
$101M 0.03%
438,807
-11,756