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Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $645B
1-Year Est. Return 30.61%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$645B
AUM Growth
+$103B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1 +$9.76B
2 +$9.53B
3 +$8.35B
4
AMZN icon
Amazon
AMZN
+$6.25B
5
CSCO icon
Cisco
CSCO
+$5.01B

Top Sells

1 +$4.73B
2 +$1.86B
3 +$1.54B
4
AIG icon
American International
AIG
+$1.45B
5
COF icon
Capital One
COF
+$1.43B

Sector Composition

1 Technology 29.96%
2 Healthcare 12.5%
3 Consumer Discretionary 11.56%
4 Industrials 9.85%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ADUS icon
276
Addus HomeCare
ADUS
$1.79B
$144M 0.02%
1,535,324
+65,572
KNF icon
277
Knife River
KNF
$4.92B
$144M 0.02%
1,758,368
+93,551
KKR.PRD
278
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
$2.07B
$144M 0.02%
+3,568,211
KYMR icon
279
Kymera Therapeutics
KYMR
$8.08B
$139M 0.02%
1,673,275
+112,484
STRL icon
280
Sterling Infrastructure
STRL
$27.4B
$138M 0.02%
338,013
-26,054
VALE icon
281
Vale
VALE
$65.2B
$137M 0.02%
8,610,523
+437,097
AIR icon
282
AAR Corp
AIR
$5.26B
$134M 0.02%
+1,223,260
AIT icon
283
Applied Industrial Technologies
AIT
$12.2B
$131M 0.02%
492,806
+170,212
WU icon
284
Western Union
WU
$2.2B
$128M 0.02%
14,646,547
+4,238,587
SPOT icon
285
Spotify
SPOT
$93.7B
$127M 0.02%
261,166
-501,049
OLLI icon
286
Ollie's Bargain Outlet
OLLI
$4.4B
$126M 0.02%
1,367,751
+594,914
THO icon
287
Thor Industries
THO
$3.79B
$124M 0.02%
1,548,591
-33,285
KT icon
288
KT
KT
$8.51B
$123M 0.02%
5,741,908
+775,318
RACE icon
289
Ferrari
RACE
$60.7B
$122M 0.02%
359,735
-538,707
SPGI icon
290
S&P Global
SPGI
$118B
$120M 0.02%
282,821
-35,370
UAL icon
291
United Airlines
UAL
$39.5B
$120M 0.02%
+1,298,662
AEM icon
292
Agnico Eagle Mines
AEM
$80.1B
$118M 0.02%
+580,559
CPA icon
293
Copa Holdings
CPA
$6.2B
$117M 0.02%
+1,031,398
CHYM
294
Chime Financial
CHYM
$6.35B
$115M 0.02%
6,113,885
+10,902
MTRN icon
295
Materion
MTRN
$5.52B
$114M 0.02%
789,873
-1,104,046
SLM icon
296
SLM Corp
SLM
$4.38B
$114M 0.02%
5,308,741
-5,959,852
U icon
297
Unity
U
$12.1B
$112M 0.02%
5,123,630
-8,933,640
BZ icon
298
Kanzhun
BZ
$5.74B
$111M 0.02%
+8,293,835
CRDO icon
299
Credo Technology Group
CRDO
$50.7B
$111M 0.02%
1,182,264
-448,755
SWKS icon
300
Skyworks Solutions
SWKS
$11B
$108M 0.02%
2,022,067
+409,088