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
$277B
AUM Growth
+$6.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1 +$2.78B
2 +$1.6B
3 +$851M
4
BHI
Baker Hughes
BHI
+$743M
5
TXN icon
Texas Instruments
TXN
+$716M

Top Sells

1 +$960M
2 +$949M
3 +$942M
4
GILD icon
Gilead Sciences
GILD
+$934M
5
UNH icon
UnitedHealth
UNH
+$836M

Sector Composition

1 Healthcare 20.71%
2 Technology 12.9%
3 Communication Services 11.29%
4 Industrials 11.23%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$91.5M 0.03%
2,453,105
277
$91M 0.03%
+3,159,400
278
$89.9M 0.03%
+2,063,176
279
$89.9M 0.03%
+3,132,764
280
$87.8M 0.03%
2,400,000
281
$87.8M 0.03%
2,644,000
+89,000
282
$85.5M 0.03%
1,094,800
-400,000
283
$83.9M 0.03%
4,087,000
-810,000
284
$82.4M 0.03%
1,283,237
+893,237
285
$81.8M 0.03%
2,915,977
-3,261,823
286
$80.3M 0.03%
+2,543,333
287
$79.3M 0.03%
2,230,314
-1,400,000
288
$79.1M 0.03%
1,640,725
-768,654
289
$78.8M 0.03%
2,399,700
-1,734,313
290
$76.3M 0.03%
1,210,850
291
$76.2M 0.03%
78,313
-2,041
292
$74.6M 0.03%
2,466,700
+116,700
293
$74M 0.03%
3,000,000
294
$73.1M 0.03%
4,247,500
-873,204
295
$72.7M 0.03%
1,435,000
296
$71.5M 0.03%
5,820,800
297
$71.1M 0.03%
2,275,000
298
$70.5M 0.03%
1,074,200
+185,833
299
$68.4M 0.02%
+2,019,902
300
$68.4M 0.02%
1,660,000
-429,120