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
$533B
AUM Growth
+$33.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$3.31B
3 +$2.52B
4
AMAT icon
Applied Materials
AMAT
+$2.11B
5
AMZN icon
Amazon
AMZN
+$2.1B

Top Sells

1 +$6.4B
2 +$4.16B
3 +$2.14B
4
MU icon
Micron Technology
MU
+$1.34B
5
AVGO icon
Broadcom
AVGO
+$1.26B

Sector Composition

1 Technology 30.98%
2 Consumer Discretionary 12.79%
3 Healthcare 12.73%
4 Industrials 10.59%
5 Financials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SHOO icon
301
Steven Madden
SHOO
$3.21B
$91.1M 0.02%
2,720,354
+334,058
VIST icon
302
Vista Energy
VIST
$5.14B
$90.9M 0.02%
2,642,249
-20,349
TECH icon
303
Bio-Techne
TECH
$9.14B
$90.4M 0.02%
1,625,502
+619,552
VALE icon
304
Vale
VALE
$54.5B
$88.4M 0.02%
8,142,345
+42,928
ALK icon
305
Alaska Air
ALK
$6.02B
$84.6M 0.02%
1,700,000
AIT icon
306
Applied Industrial Technologies
AIT
$9.8B
$84.5M 0.02%
323,793
-11,829
APO.PRA icon
307
Apollo Global Management Series A
APO.PRA
$2.2B
$83.8M 0.02%
1,192,174
LOW icon
308
Lowe's Companies
LOW
$140B
$83.4M 0.02%
331,910
+2,238
BOOT icon
309
Boot Barn
BOOT
$6.26B
$82.9M 0.02%
500,112
-17,895
WOLF icon
310
Wolfspeed
WOLF
$459M
$79.4M 0.01%
+2,777,120
NSIT icon
311
Insight Enterprises
NSIT
$2.46B
$79.3M 0.01%
699,550
-88,413
STT icon
312
State Street
STT
$36B
$79.1M 0.01%
681,940
SO icon
313
Southern Company
SO
$94.7B
$78.2M 0.01%
824,760
+366
ESNT icon
314
Essent Group
ESNT
$6.31B
$78M 0.01%
1,227,199
+3,006
GSK icon
315
GSK
GSK
$99.4B
$77.4M 0.01%
1,794,427
+17,615
EHC icon
316
Encompass Health
EHC
$10.8B
$76.5M 0.01%
602,521
-41,712
FA icon
317
First Advantage
FA
$2.62B
$75.1M 0.01%
4,880,860
-163,702
REVG icon
318
REV Group
REVG
$2.89B
$73.3M 0.01%
1,294,033
-1,109,939
ELF icon
319
e.l.f. Beauty
ELF
$4.69B
$72.4M 0.01%
546,232
+57,241
SRE icon
320
Sempra
SRE
$57.8B
$72M 0.01%
800,000
-14
KVYO icon
321
Klaviyo
KVYO
$8.71B
$71.8M 0.01%
2,593,143
-125,724
KYMR icon
322
Kymera Therapeutics
KYMR
$6.85B
$71.4M 0.01%
1,262,182
ESTC icon
323
Elastic
ESTC
$7.77B
$70.5M 0.01%
833,950
+5,407
DNLI icon
324
Denali Therapeutics
DNLI
$2.71B
$69.1M 0.01%
4,760,858
+10,279
MARA icon
325
Marathon Digital Holdings
MARA
$4.05B
$68.1M 0.01%
+3,728,896