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
$351B
AUM Growth
+$10.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1 +$2.31B
2 +$2.1B
3 +$1.68B
4
MSFT icon
Microsoft
MSFT
+$1.48B
5
QCOM icon
Qualcomm
QCOM
+$1.28B

Top Sells

1 +$2.62B
2 +$1.72B
3 +$1.69B
4
PRU icon
Prudential Financial
PRU
+$1.16B
5
NFLX icon
Netflix
NFLX
+$1.05B

Sector Composition

1 Healthcare 19.63%
2 Technology 13.7%
3 Communication Services 12.92%
4 Consumer Discretionary 12.24%
5 Financials 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$123M 0.04%
539,616
+173,226
277
$123M 0.04%
6,520,000
+831,050
278
$121M 0.03%
2,843,000
-415,000
279
$120M 0.03%
5,405,903
+4,713,903
280
$120M 0.03%
12,890,053
+2,456,153
281
$119M 0.03%
1,818,492
+421,821
282
$118M 0.03%
609,613
-1,206,709
283
$117M 0.03%
7,770,523
+8,440
284
$116M 0.03%
+996,893
285
$109M 0.03%
2,233,583
-489
286
$109M 0.03%
706,560
+131,042
287
$107M 0.03%
622,100
+223,011
288
$106M 0.03%
5,345,500
+1,432,500
289
$104M 0.03%
2,349,853
-40,104
290
$102M 0.03%
973,393
+5,553
291
$98.4M 0.03%
162,978
+538
292
$97.9M 0.03%
5,897,000
+1,910,138
293
$94.9M 0.03%
702,315
+138,666
294
$93.5M 0.03%
400,500
-445,000
295
$91.5M 0.03%
2,944,494
296
$91M 0.03%
2,105,000
297
$90.6M 0.03%
8,122,000
298
$90.5M 0.03%
33,040,742
-896,212
299
$90.3M 0.03%
4,437,232
-422,275
300
$90M 0.03%
519,111
+390,020