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
$351B
AUM Growth
+$10.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1 +$2.31B
2 +$2.1B
3 +$1.68B
4
MSFT icon
Microsoft
MSFT
+$1.48B
5
QCOM icon
Qualcomm
QCOM
+$1.28B

Top Sells

1 +$2.62B
2 +$1.72B
3 +$1.69B
4
PRU icon
Prudential Financial
PRU
+$1.16B
5
NFLX icon
Netflix
NFLX
+$1.05B

Sector Composition

1 Healthcare 19.63%
2 Technology 13.7%
3 Communication Services 12.92%
4 Consumer Discretionary 12.24%
5 Financials 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$90M 0.03%
1,711,000
+778,000
302
$89.5M 0.03%
1,224,000
+870,541
303
$87.5M 0.02%
2,000,025
-3
304
$84.1M 0.02%
1,327,600
+332,586
305
$83.3M 0.02%
1,595,500
-833,913
306
$82.9M 0.02%
4,260,000
307
$82.4M 0.02%
600,906
+331,415
308
$82M 0.02%
35,827,617
309
$82M 0.02%
900,000
310
$81.8M 0.02%
1,128,125
311
$78.4M 0.02%
450,000
312
$78M 0.02%
1,700,000
+100,000
313
$76.1M 0.02%
3,524,888
-1,162,743
314
$75M 0.02%
2,239,200
315
$74.9M 0.02%
751,000
316
$74.6M 0.02%
342,305
+31,600
317
$72.8M 0.02%
1,217,000
318
$72.2M 0.02%
600,000
319
$71.2M 0.02%
1,125,000
320
$70.3M 0.02%
2,051,973
321
$69.9M 0.02%
9,750,000
322
$67.6M 0.02%
1,500,000
323
$66.3M 0.02%
1,559,000
-114,600
324
$63.4M 0.02%
+8,000,000
325
$63.1M 0.02%
3,049,716
-1,822,352