Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $542B
1-Year Est. Return 32.05%
 

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
+32.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$2.66B
3 +$1.71B
4
ORCL icon
Oracle
ORCL
+$1.63B
5
NVDA icon
NVIDIA
NVDA
+$1.15B

Top Sells

1 +$3.92B
2 +$2.3B
3 +$2.28B
4
SHOP icon
Shopify
SHOP
+$1.22B
5
LVS icon
Las Vegas Sands
LVS
+$1.09B

Sector Composition

1 Technology 31.36%
2 Healthcare 13.6%
3 Consumer Discretionary 12.13%
4 Financials 10.03%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LPX icon
301
Louisiana-Pacific
LPX
$5.83B
$103M 0.02%
1,273,497
+960,000
APO.PRA icon
302
Apollo Global Management Series A
APO.PRA
$1.61B
$103M 0.02%
1,361,316
+169,142
SWKS icon
303
Skyworks Solutions
SWKS
$8.96B
$102M 0.02%
+1,612,979
BN icon
304
Brookfield
BN
$102B
$98M 0.02%
2,134,876
-44,233
LINE
305
Lineage Inc
LINE
$9.35B
$97.7M 0.02%
2,790,338
-362,611
SII
306
Sprott
SII
$4.25B
$97.1M 0.02%
991,339
+464,177
WU icon
307
Western Union
WU
$2.99B
$96.9M 0.02%
10,407,960
+2,716,385
TECH icon
308
Bio-Techne
TECH
$9.06B
$95.2M 0.02%
1,618,882
-6,620
KT icon
309
KT
KT
$11.6B
$94.2M 0.02%
4,966,590
+292,210
EMR icon
310
Emerson Electric
EMR
$85.8B
$93.4M 0.02%
703,547
+3,510
STT icon
311
State Street
STT
$36.9B
$88M 0.02%
681,995
+55
FCFS icon
312
FirstCash
FCFS
$8.32B
$85.6M 0.02%
536,961
+134,849
OLLI icon
313
Ollie's Bargain Outlet
OLLI
$6.62B
$84.7M 0.02%
772,837
+318,865
SHOO icon
314
Steven Madden
SHOO
$2.68B
$84.3M 0.02%
2,025,479
-694,875
KVYO icon
315
Klaviyo
KVYO
$5.63B
$83.7M 0.02%
2,577,782
-15,361
MASI icon
316
Masimo
MASI
$9.41B
$83M 0.02%
637,894
-1,216,234
AIT icon
317
Applied Industrial Technologies
AIT
$10.6B
$82.8M 0.02%
322,594
-1,199
MATX icon
318
Matsons
MATX
$5.26B
$81.7M 0.02%
661,572
-2,253
SCCO icon
319
Southern Copper
SCCO
$178B
$81M 0.02%
+569,653
LOW icon
320
Lowe's Companies
LOW
$148B
$80.6M 0.01%
334,199
+2,289
SNY icon
321
Sanofi
SNY
$117B
$80M 0.01%
+1,650,018
REGN icon
322
Regeneron Pharmaceuticals
REGN
$81.5B
$79.8M 0.01%
103,336
-2,413
BWIN
323
Baldwin Insurance Group
BWIN
$2.2B
$72.5M 0.01%
3,017,071
-1,496,179
SO icon
324
Southern Company
SO
$106B
$72M 0.01%
825,154
+394
NTR icon
325
Nutrien
NTR
$35.3B
$71M 0.01%
1,151,049
+7,784