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
$453B
AUM Growth
+$24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1 +$2.56B
2 +$1.88B
3 +$1.45B
4
GE icon
GE Aerospace
GE
+$1.44B
5
MELI icon
Mercado Libre
MELI
+$1.06B

Top Sells

1 +$3.51B
2 +$2.07B
3 +$1.92B
4
C icon
Citigroup
C
+$1.75B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.49B

Sector Composition

1 Technology 22.93%
2 Healthcare 14.65%
3 Consumer Discretionary 14.23%
4 Communication Services 12.66%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$122M 0.03%
4,867,705
-7,097
302
$121M 0.03%
1,018,216
+135,000
303
$121M 0.03%
1,001,577
-24,195
304
$121M 0.03%
10,517,917
-5,848,478
305
$119M 0.03%
3,244,073
306
$118M 0.03%
8,343,268
+221,564
307
$117M 0.03%
1,852,312
+2,094
308
$116M 0.03%
2,421,505
+488,000
309
$115M 0.03%
1,480,074
310
$109M 0.02%
1,955,932
+87,742
311
$109M 0.02%
2,049,133
+915,385
312
$108M 0.02%
+5,209,960
313
$108M 0.02%
4,098,097
+2,443,144
314
$107M 0.02%
555,773
+457
315
$103M 0.02%
877,000
+777,000
316
$102M 0.02%
4,891,500
317
$101M 0.02%
424,244
-122
318
$100M 0.02%
270,425
-112
319
$98.3M 0.02%
1,317,912
-752,193
320
$97.1M 0.02%
562,117
+81,133
321
$97M 0.02%
637,418
-165,810
322
$95.2M 0.02%
1,620,114
323
$94.4M 0.02%
1,542,261
+823,682
324
$94.1M 0.02%
9,244,024
-788,179
325
$91.7M 0.02%
399,258