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
$321B
AUM Growth
-$84.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1 +$1.41B
2 +$945M
3 +$890M
4
RTX icon
RTX Corp
RTX
+$675M
5
VZ icon
Verizon
VZ
+$660M

Top Sells

1 +$1.81B
2 +$1.49B
3 +$1.06B
4
SCHW icon
Charles Schwab
SCHW
+$1.02B
5
AVGO icon
Broadcom
AVGO
+$965M

Sector Composition

1 Technology 19.65%
2 Healthcare 16.3%
3 Consumer Discretionary 11.31%
4 Industrials 10.89%
5 Financials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$99.5M 0.03%
4,697,823
-28,424
277
$99.4M 0.03%
1,770,315
-130,799
278
$97.4M 0.03%
1,877,615
-1,273,931
279
$97.2M 0.03%
5,177,591
+1,012,561
280
$96.1M 0.03%
8,750,082
281
$92.3M 0.03%
2,005,972
-3,414,323
282
$90.7M 0.03%
3,791,621
+1,683
283
$90.1M 0.03%
+756,732
284
$89.7M 0.03%
4,993,472
-9,859,394
285
$89.1M 0.03%
9,683,540
+1,632
286
$88.9M 0.03%
+522,382
287
$87.9M 0.03%
7,527,433
-20,783,512
288
$87.3M 0.03%
+1,741,569
289
$86.7M 0.03%
2,149,333
-1,860,172
290
$84.9M 0.03%
473,860
+113,948
291
$84.3M 0.03%
2,131,300
+65,200
292
$83.7M 0.03%
424,248
293
$83.5M 0.03%
+642,608
294
$83.2M 0.03%
984,751
-363
295
$80.1M 0.02%
2,250,000
+50,000
296
$79.3M 0.02%
4,155,278
+163,163
297
$79M 0.02%
6,192,805
+793,898
298
$77.7M 0.02%
8,705,375
-2,350,000
299
$75.2M 0.02%
449,280
+194,280
300
$69.5M 0.02%
4,902,442
-2,350,656