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
$253B
AUM Growth
+$18.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1 +$762M
2 +$703M
3 +$659M
4
SWN
Southwestern Energy Company
SWN
+$464M
5
PGR icon
Progressive
PGR
+$438M

Sector Composition

1 Healthcare 20.16%
2 Technology 12.08%
3 Industrials 11.18%
4 Communication Services 11.13%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$62.8M 0.02%
2,075,852
302
$62.2M 0.02%
1,435,000
303
$61.9M 0.02%
+200,359
304
$61.5M 0.02%
1,054,000
305
$60.8M 0.02%
+2,342,000
306
$59.5M 0.02%
877,673
307
$57.2M 0.02%
700,000
-50,000
308
$56.4M 0.02%
+1,350,000
309
$56.4M 0.02%
962,000
310
$56.2M 0.02%
2,256,301
+400,000
311
$55.8M 0.02%
3,364,354
+827,354
312
$55.7M 0.02%
16,537,740
-14,161,319
313
$55M 0.02%
+2,000,000
314
$53.8M 0.02%
1,960,000
315
$53.6M 0.02%
690,000
316
$53.6M 0.02%
1,595,000
317
$53.4M 0.02%
1,830,000
-505,000
318
$53.2M 0.02%
+722,000
319
$52.7M 0.02%
857,500
320
$51.4M 0.02%
1,275,000
321
$50M 0.02%
3,007,000
322
$49.8M 0.02%
+8,017,329
323
$49.6M 0.02%
2,099,100
324
$48.5M 0.02%
+1,279,545
325
$48.2M 0.02%
3,586,400
+698,900