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
$481B
AUM Growth
+$25.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1 +$1.63B
2 +$1.31B
3 +$975M
4
SW
Smurfit Westrock
SW
+$896M
5
FCNCA icon
First Citizens BancShares
FCNCA
+$798M

Top Sells

1 +$3.06B
2 +$2.09B
3 +$1.87B
4
NVDA icon
NVIDIA
NVDA
+$1.49B
5
RTX icon
RTX Corp
RTX
+$1.45B

Sector Composition

1 Technology 25.31%
2 Healthcare 15.51%
3 Consumer Discretionary 13.14%
4 Industrials 12.43%
5 Communication Services 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$144M 0.03%
860,929
+382,775
252
$142M 0.03%
1,059,135
253
$138M 0.03%
1,424,266
+448,920
254
$137M 0.03%
1,309,509
-532,054
255
$130M 0.03%
3,204,221
+3,929
256
$128M 0.03%
1,501,932
+2,839
257
$127M 0.03%
18,411,237
258
$127M 0.03%
1,535,395
259
$126M 0.03%
+5,414,432
260
$125M 0.03%
425,402
+310
261
$125M 0.03%
561,259
262
$125M 0.03%
32,939,135
-20,677,486
263
$122M 0.03%
336,233
-34,000
264
$122M 0.03%
10,928,822
+777,833
265
$121M 0.03%
1,219,759
+409,873
266
$120M 0.03%
2,656,052
+335,000
267
$119M 0.02%
+1,333,362
268
$119M 0.02%
2,213,179
+3,056
269
$118M 0.02%
5,937,481
270
$116M 0.02%
+3,882,121
271
$111M 0.02%
1,544,542
-164,899
272
$111M 0.02%
2,694,020
-5,733,242
273
$109M 0.02%
+1,365,504
274
$108M 0.02%
+2,041,883
275
$106M 0.02%
1,378,872