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
$295B
AUM Growth
+$5.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1 +$3.95B
2 +$1.42B
3 +$1.36B
4
CNQ icon
Canadian Natural Resources
CNQ
+$966M
5
USB icon
US Bancorp
USB
+$658M

Top Sells

1 +$2.4B
2 +$2.3B
3 +$1.75B
4
GS icon
Goldman Sachs
GS
+$1.15B
5
BRCM
BROADCOM CORP CL-A
BRCM
+$1.12B

Sector Composition

1 Healthcare 21.03%
2 Technology 12.36%
3 Industrials 11.39%
4 Communication Services 10.61%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$123M 0.04%
1,242,074
+227,912
277
$122M 0.04%
3,569,953
+277,600
278
$122M 0.04%
2,036,000
279
$114M 0.04%
2,000,000
280
$114M 0.04%
1,069,265
281
$114M 0.04%
2,314,000
-125,000
282
$114M 0.04%
2,995,168
+423,000
283
$113M 0.04%
+2,292,500
284
$113M 0.04%
2,452,733
-675,345
285
$109M 0.04%
3,725,852
286
$104M 0.04%
1,002,000
287
$103M 0.03%
5,728,542
-570,998
288
$102M 0.03%
1,737,500
289
$102M 0.03%
300,000
-5,156,600
290
$101M 0.03%
2,118,500
+513,500
291
$98.8M 0.03%
2,469,800
292
$97.5M 0.03%
1,800,000
293
$97.2M 0.03%
1,397,800
294
$95.2M 0.03%
3,062,264
-70,500
295
$93.6M 0.03%
1,800,000
296
$87.7M 0.03%
3,532,000
297
$87.1M 0.03%
1,435,000
298
$87.1M 0.03%
+1,329,000
299
$85.2M 0.03%
+1,100,000
300
$85M 0.03%
1,500,000