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
$253B
AUM Growth
+$18.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1 +$762M
2 +$703M
3 +$659M
4
SWN
Southwestern Energy Company
SWN
+$464M
5
PGR icon
Progressive
PGR
+$438M

Sector Composition

1 Healthcare 20.16%
2 Technology 12.08%
3 Industrials 11.18%
4 Communication Services 11.13%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$86.8M 0.03%
1,800,000
277
$86.3M 0.03%
2,555,000
+1,920,014
278
$85.8M 0.03%
3,653,000
+211,000
279
$84.9M 0.03%
3,021,000
280
$83.4M 0.03%
2,345,050
+132,675
281
$83.4M 0.03%
+1,186,880
282
$83.4M 0.03%
1,443,483
+48,639
283
$83.4M 0.03%
4,132,329
284
$83.1M 0.03%
2,755,800
285
$80.4M 0.03%
5,820,800
-2,246,706
286
$79.6M 0.03%
3,465,885
+1,622,518
287
$79.5M 0.03%
1,962,500
+777,500
288
$79.1M 0.03%
1,210,850
289
$79M 0.03%
2,032,600
-58,000
290
$77.8M 0.03%
+727,600
291
$77.2M 0.03%
3,895,748
-5,373,520
292
$77M 0.03%
600,000
-250,000
293
$76.1M 0.03%
1,710,000
-1,050,000
294
$75.1M 0.03%
2,515,000
-3,672,700
295
$73.2M 0.03%
+1,000,000
296
$72.8M 0.03%
2,089,120
297
$69.5M 0.03%
1,010,000
298
$66.7M 0.03%
2,250,000
+500,000
299
$66.1M 0.03%
2,712,653
+144,037
300
$63.8M 0.03%
3,414,000