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
$429B
AUM Growth
-$876M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1 +$1.15B
2 +$1.13B
3 +$912M
4
AFRM icon
Affirm
AFRM
+$861M
5
MS icon
Morgan Stanley
MS
+$855M

Top Sells

1 +$1.49B
2 +$1.17B
3 +$1.14B
4
FANG icon
Diamondback Energy
FANG
+$853M
5
ZBH icon
Zimmer Biomet
ZBH
+$614M

Sector Composition

1 Technology 21.29%
2 Communication Services 15.06%
3 Healthcare 14.45%
4 Consumer Discretionary 13.58%
5 Financials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$112M 0.03%
883,216
302
$111M 0.03%
2,433,803
-428,257
303
$107M 0.03%
2,000,000
304
$107M 0.02%
270,537
-112
305
$104M 0.02%
1,933,505
+87,400
306
$103M 0.02%
10,032,203
-5,888,139
307
$102M 0.02%
1,480,074
308
$101M 0.02%
1,056,900
-530
309
$101M 0.02%
4,874,802
+9,264
310
$98.6M 0.02%
424,366
+131
311
$98.6M 0.02%
803,228
-14,855
312
$96.3M 0.02%
555,316
+229
313
$95.2M 0.02%
1,259,723
314
$94.9M 0.02%
1,050,835
+563,935
315
$94.6M 0.02%
480,984
316
$94M 0.02%
1,620,114
317
$93.8M 0.02%
+1,767,487
318
$88.5M 0.02%
2,100,000
319
$88.3M 0.02%
4,488,115
320
$88.2M 0.02%
4,195,200
321
$87.8M 0.02%
+5,500,000
322
$87.6M 0.02%
393,116
-363
323
$84.9M 0.02%
7,562,063
-3,051,358
324
$82.1M 0.02%
757,806
+60
325
$80.6M 0.02%
1,350,437
+437