Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $542B
1-Year Est. Return 32.08%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.08%
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 28.83%
2 Consumer Discretionary 13.59%
3 Healthcare 12.72%
4 Industrials 11.43%
5 Financials 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$116M 0.02%
5,700,000
-1,200,000
277
$114M 0.02%
2,403,972
+211,574
278
$114M 0.02%
2,366,311
-1,421,986
279
$113M 0.02%
570,549
-301,356
280
$111M 0.02%
381,416
-132,894
281
$109M 0.02%
1,742,594
+75,897
282
$109M 0.02%
787,963
+24,443
283
$104M 0.02%
1,375,193
-10,031,121
284
$104M 0.02%
+633,035
285
$102M 0.02%
1,138,196
+5,609
286
$100M 0.02%
19,961,337
-1,693,518
287
$98.3M 0.02%
1,350,000
+338,258
288
$97.3M 0.02%
597,996
-1,249,485
289
$96.2M 0.02%
+4,627,297
290
$96M 0.02%
2,850,000
+575,000
291
$94.5M 0.02%
1,688,064
+182,064
292
$94.2M 0.02%
175,660
293
$92.8M 0.02%
704,110
-1,131,022
294
$92.5M 0.02%
693,637
+4,935
295
$92.1M 0.02%
1,641,122
-222,071
296
$91.9M 0.02%
5,471,303
+434,695
297
$91.3M 0.02%
2,718,867
298
$89.2M 0.02%
1,192,174
299
$87.3M 0.02%
1,676,164
+2,760
300
$85.6M 0.02%
452,848
-47,640