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
$533B
AUM Growth
+$33.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$3.31B
3 +$2.52B
4
AMAT icon
Applied Materials
AMAT
+$2.11B
5
AMZN icon
Amazon
AMZN
+$2.1B

Top Sells

1 +$6.4B
2 +$4.16B
3 +$2.14B
4
MU icon
Micron Technology
MU
+$1.34B
5
AVGO icon
Broadcom
AVGO
+$1.26B

Sector Composition

1 Technology 30.98%
2 Consumer Discretionary 12.79%
3 Healthcare 12.73%
4 Industrials 10.59%
5 Financials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FIX icon
276
Comfort Systems
FIX
$34.1B
$126M 0.02%
152,607
-23,053
LW icon
277
Lamb Weston
LW
$8.31B
$125M 0.02%
2,150,000
+680,000
STRL icon
278
Sterling Infrastructure
STRL
$9.68B
$124M 0.02%
364,830
+186,122
QTWO icon
279
Q2 Holdings
QTWO
$4.71B
$122M 0.02%
1,686,968
LINE
280
Lineage Inc
LINE
$8.41B
$122M 0.02%
3,152,949
+120,616
MCHP icon
281
Microchip Technology
MCHP
$36.3B
$121M 0.02%
1,887,854
-13,762,481
SPNT icon
282
SiriusPoint
SPNT
$2.62B
$121M 0.02%
6,700,000
+1,000,000
LAZ icon
283
Lazard
LAZ
$4.81B
$118M 0.02%
2,235,512
-130,799
BIO icon
284
Bio-Rad Laboratories Class A
BIO
$8.31B
$117M 0.02%
+418,355
DHR icon
285
Danaher
DHR
$160B
$114M 0.02%
573,394
+2,845
COP icon
286
ConocoPhillips
COP
$118B
$108M 0.02%
1,143,187
+4,991
SLAB icon
287
Silicon Laboratories
SLAB
$4.48B
$106M 0.02%
811,937
-395,000
PNFP icon
288
Pinnacle Financial Partners
PNFP
$7.75B
$106M 0.02%
1,131,294
GOLF icon
289
Acushnet Holdings
GOLF
$4.98B
$106M 0.02%
1,350,000
AL icon
290
Air Lease Corp
AL
$7.16B
$103M 0.02%
1,625,000
-425,000
BKH icon
291
Black Hills Corp
BKH
$5.48B
$101M 0.02%
1,641,122
BBIO icon
292
BridgeBio Pharma
BBIO
$14.5B
$100M 0.02%
1,933,126
-2,055,172
BN icon
293
Brookfield
BN
$102B
$99.7M 0.02%
+2,179,109
ROG icon
294
Rogers Corp
ROG
$1.67B
$98.3M 0.02%
+1,221,660
GENI icon
295
Genius Sports
GENI
$2.62B
$97.4M 0.02%
7,869,105
-6,079,556
NYT icon
296
New York Times
NYT
$11B
$97.2M 0.02%
1,692,846
+4,782
LOPE icon
297
Grand Canyon Education
LOPE
$4.39B
$95.7M 0.02%
436,021
-16,827
PATK icon
298
Patrick Industries
PATK
$3.83B
$94.6M 0.02%
914,516
EMR icon
299
Emerson Electric
EMR
$76.8B
$91.8M 0.02%
700,037
+6,400
KT icon
300
KT
KT
$9.02B
$91.2M 0.02%
4,674,380
+47,083