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
$308B
AUM Growth
+$5.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1 +$5.61B
2 +$1.71B
3 +$1.51B
4
GS icon
Goldman Sachs
GS
+$1.15B
5
WFC icon
Wells Fargo
WFC
+$1.01B

Top Sells

1 +$1.96B
2 +$1.33B
3 +$981M
4
TXN icon
Texas Instruments
TXN
+$833M
5
AET
Aetna Inc
AET
+$831M

Sector Composition

1 Healthcare 16.85%
2 Technology 13.64%
3 Financials 11.28%
4 Communication Services 10.33%
5 Energy 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$77.8M 0.03%
2,233,335
302
$77.3M 0.03%
+2,608,601
303
$77.2M 0.03%
602,524
304
$74.6M 0.02%
1,684,000
-1,100,000
305
$74.2M 0.02%
1,650,000
+803,531
306
$71.3M 0.02%
6,233,000
-578,000
307
$70.1M 0.02%
9,750,000
308
$69.7M 0.02%
2,899,910
309
$69M 0.02%
+266,537
310
$69M 0.02%
2,225,000
311
$68M 0.02%
1,665,000
-858,000
312
$67.3M 0.02%
+1,157,633
313
$65.7M 0.02%
1,125,000
314
$64.6M 0.02%
+819,000
315
$64.1M 0.02%
3,981,542
-2,398,458
316
$63.7M 0.02%
4,994,382
317
$63.6M 0.02%
1,128,125
318
$63.5M 0.02%
11,100,000
319
$63.4M 0.02%
+2,051,973
320
$62.1M 0.02%
1,939,600
-300,000
321
$61.7M 0.02%
949,138
-124,000
322
$60.9M 0.02%
1,000,000
323
$60.5M 0.02%
450,000
324
$59.9M 0.02%
371,181
+296,181
325
$57.8M 0.02%
+1,660,618