Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $542B
1-Year Est. Return 32.05%
 

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
+32.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$2.66B
3 +$1.71B
4
ORCL icon
Oracle
ORCL
+$1.63B
5
NVDA icon
NVIDIA
NVDA
+$1.15B

Top Sells

1 +$3.92B
2 +$2.3B
3 +$2.28B
4
SHOP icon
Shopify
SHOP
+$1.22B
5
LVS icon
Las Vegas Sands
LVS
+$1.09B

Sector Composition

1 Technology 31.36%
2 Healthcare 13.6%
3 Consumer Discretionary 12.13%
4 Financials 10.03%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TT icon
276
Trane Technologies
TT
$101B
$132M 0.02%
+339,475
JHG icon
277
Janus Henderson
JHG
$7.95B
$132M 0.02%
2,771,437
-973,170
DHR icon
278
Danaher
DHR
$148B
$132M 0.02%
575,575
+2,181
GIS icon
279
General Mills
GIS
$24B
$127M 0.02%
2,734,427
-251,027
TLN
280
Talen Energy Corp
TLN
$17.8B
$126M 0.02%
335,377
-36,057
PATK icon
281
Patrick Industries
PATK
$4.21B
$123M 0.02%
1,137,530
+223,014
KYMR icon
282
Kymera Therapeutics
KYMR
$7.6B
$121M 0.02%
1,560,791
+298,609
ADMA icon
283
ADMA Biologics
ADMA
$3.61B
$121M 0.02%
6,637,472
+3,383,559
LAZ icon
284
Lazard
LAZ
$4.97B
$119M 0.02%
2,456,726
+221,214
LW icon
285
Lamb Weston
LW
$6.59B
$118M 0.02%
2,820,000
+670,000
NYT icon
286
New York Times
NYT
$12.8B
$118M 0.02%
1,694,919
+2,073
KNF icon
287
Knife River
KNF
$5.06B
$117M 0.02%
1,664,817
-197,961
LKQ icon
288
LKQ Corp
LKQ
$8.35B
$117M 0.02%
+3,875,474
GOLF icon
289
Acushnet Holdings
GOLF
$6.05B
$117M 0.02%
1,465,000
+115,000
STRL icon
290
Sterling Infrastructure
STRL
$13.3B
$111M 0.02%
364,067
-763
FIX icon
291
Comfort Systems
FIX
$50.7B
$109M 0.02%
116,587
-36,020
PNFP icon
292
Pinnacle Financial Partners Inc
PNFP
$14.4B
$108M 0.02%
1,131,294
COP icon
293
ConocoPhillips
COP
$135B
$108M 0.02%
1,149,440
+6,253
PAR icon
294
PAR Technology
PAR
$912M
$107M 0.02%
2,962,253
-274,751
PEGA icon
295
Pegasystems
PEGA
$7.66B
$107M 0.02%
1,796,189
-721,398
STUB
296
StubHub Holdings
STUB
$3.28B
$107M 0.02%
+7,900,000
VALE icon
297
Vale
VALE
$73.9B
$106M 0.02%
8,173,426
+31,081
SLAB icon
298
Silicon Laboratories
SLAB
$6.75B
$106M 0.02%
811,937
RYTM icon
299
Rhythm Pharmaceuticals
RYTM
$6.54B
$105M 0.02%
985,086
+386,839
AGYS icon
300
Agilysys
AGYS
$2.06B
$105M 0.02%
+882,517