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
$499B
AUM Growth
+$39.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1 +$7.3B
2 +$3.9B
3 +$3.78B
4
ANET icon
Arista Networks
ANET
+$1.4B
5
D icon
Dominion Energy
D
+$1.23B

Top Sells

1 +$4.7B
2 +$2.61B
3 +$2.56B
4
GEHC icon
GE HealthCare
GEHC
+$2.31B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.77B

Sector Composition

1 Technology 29.16%
2 Consumer Discretionary 13.59%
3 Healthcare 12.72%
4 Industrials 11.43%
5 Financials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPNT icon
276
SiriusPoint
SPNT
$2.34B
$116M 0.02%
5,700,000
-1,200,000
REVG icon
277
REV Group
REVG
$2.58B
$114M 0.02%
2,403,972
+211,574
LAZ icon
278
Lazard
LAZ
$4.75B
$114M 0.02%
2,366,311
-1,421,986
DHR icon
279
Danaher
DHR
$156B
$113M 0.02%
570,549
-301,356
TLN
280
Talen Energy Corp
TLN
$16.2B
$111M 0.02%
381,416
-132,894
SKY icon
281
Champion Homes
SKY
$4.44B
$109M 0.02%
1,742,594
+75,897
NSIT icon
282
Insight Enterprises
NSIT
$2.8B
$109M 0.02%
787,963
+24,443
FND icon
283
Floor & Decor
FND
$6.6B
$104M 0.02%
1,375,193
-10,031,121
FNV icon
284
Franco-Nevada
FNV
$38B
$104M 0.02%
+633,035
COP icon
285
ConocoPhillips
COP
$110B
$102M 0.02%
1,138,196
+5,609
GRAB icon
286
Grab
GRAB
$22.6B
$100M 0.02%
19,961,337
-1,693,518
GOLF icon
287
Acushnet Holdings
GOLF
$4.68B
$98.3M 0.02%
1,350,000
+338,258
STZ icon
288
Constellation Brands
STZ
$22.6B
$97.3M 0.02%
597,996
-1,249,485
KT icon
289
KT
KT
$8.75B
$96.2M 0.02%
+4,627,297
CNX icon
290
CNX Resources
CNX
$4.96B
$96M 0.02%
2,850,000
+575,000
NYT icon
291
New York Times
NYT
$10.5B
$94.5M 0.02%
1,688,064
+182,064
FIX icon
292
Comfort Systems
FIX
$31.7B
$94.2M 0.02%
175,660
OLLI icon
293
Ollie's Bargain Outlet
OLLI
$7.74B
$92.8M 0.02%
704,110
-1,131,022
EMR icon
294
Emerson Electric
EMR
$72.2B
$92.5M 0.02%
693,637
+4,935
BKH icon
295
Black Hills Corp
BKH
$5.31B
$92.1M 0.02%
1,641,122
-222,071
UMH
296
UMH Properties
UMH
$1.29B
$91.9M 0.02%
5,471,303
+434,695
KVYO icon
297
Klaviyo
KVYO
$8.6B
$91.3M 0.02%
2,718,867
APO.PRA icon
298
Apollo Global Management Series A
APO.PRA
$1.95B
$89.2M 0.02%
1,192,174
CNMD icon
299
CONMED
CNMD
$1.34B
$87.3M 0.02%
1,676,164
+2,760
LOPE icon
300
Grand Canyon Education
LOPE
$4.73B
$85.6M 0.02%
452,848
-47,640