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
$321B
AUM Growth
-$84.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1 +$1.41B
2 +$945M
3 +$890M
4
RTX icon
RTX Corp
RTX
+$675M
5
VZ icon
Verizon
VZ
+$660M

Top Sells

1 +$1.81B
2 +$1.49B
3 +$1.06B
4
SCHW icon
Charles Schwab
SCHW
+$1.02B
5
AVGO icon
Broadcom
AVGO
+$965M

Sector Composition

1 Technology 19.65%
2 Healthcare 16.3%
3 Consumer Discretionary 11.31%
4 Industrials 10.89%
5 Financials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$66.6M 0.02%
1,972,095
-727,679
302
$66.3M 0.02%
1,487,309
+684,610
303
$65.8M 0.02%
2,179,000
304
$65.6M 0.02%
10,683,279
-3,155,588
305
$63.7M 0.02%
670,162
306
$62.6M 0.02%
8,128,969
-5,133,225
307
$62.4M 0.02%
+942,550
308
$61.3M 0.02%
1,330,000
309
$61.1M 0.02%
4,611,436
-3,181,345
310
$59M 0.02%
1,439,795
311
$58.8M 0.02%
419,000
312
$58.2M 0.02%
5,232,640
+22,680
313
$58.1M 0.02%
400,426
-1,150,365
314
$57.5M 0.02%
547,066
315
$57.4M 0.02%
8,079,397
-4,952,737
316
$56.4M 0.02%
1,506,605
-653,754
317
$55.2M 0.02%
1,166,596
-581
318
$55M 0.02%
1,278,249
319
$54.6M 0.02%
+709,449
320
$54.4M 0.02%
683,982
321
$54M 0.02%
6,388,438
-2,400,145
322
$53.5M 0.02%
2,896,164
323
$52.3M 0.02%
692,457
-827,422
324
$51.9M 0.02%
1,560,417
-629,076
325
$51.5M 0.02%
953,221
-600,000