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
$270B
AUM Growth
+$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$967M
3 +$945M
4
TMUS icon
T-Mobile US
TMUS
+$657M
5
AIG icon
American International
AIG
+$608M

Top Sells

1 +$2.51B
2 +$1.32B
3 +$1.08B
4
GM icon
General Motors
GM
+$739M
5
FRX
FOREST LABORATORIES INC
FRX
+$664M

Sector Composition

1 Healthcare 20.83%
2 Technology 12.2%
3 Industrials 11.56%
4 Communication Services 11.27%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$65.2M 0.02%
1,595,000
302
$63.1M 0.02%
888,367
+198,367
303
$62.7M 0.02%
1,054,000
304
$61.8M 0.02%
1,362,300
-10,000,000
305
$61.8M 0.02%
1,142,965
+899,949
306
$61.6M 0.02%
2,635,748
-1,260,000
307
$60.6M 0.02%
+2,400,000
308
$60.5M 0.02%
905,000
309
$60.4M 0.02%
2,075,852
310
$58.7M 0.02%
1,289,545
+10,000
311
$57.7M 0.02%
962,000
312
$56.8M 0.02%
+3,000,000
313
$55.5M 0.02%
1,271,250
314
$55.3M 0.02%
6,113,768
315
$54.8M 0.02%
201,708
+122,038
316
$52.7M 0.02%
2,043,530
-1,978,659
317
$50.7M 0.02%
+1,128,125
318
$50.4M 0.02%
2,099,100
319
$48.9M 0.02%
872,800
+162,500
320
$48.2M 0.02%
3,586,400
321
$47.6M 0.02%
1,505,000
322
$46.6M 0.02%
2,000,000
323
$45.9M 0.02%
545,000
324
$45.5M 0.02%
1,000,000
325
$44.5M 0.02%
948,000