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
$373B
AUM Growth
+$22.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1 +$1.94B
2 +$1.94B
3 +$1.84B
4
CE icon
Celanese
CE
+$1.15B
5
COF icon
Capital One
COF
+$875M

Top Sells

1 +$2.3B
2 +$1.7B
3 +$1.4B
4
GE icon
GE Aerospace
GE
+$1.29B
5
MU icon
Micron Technology
MU
+$1.22B

Sector Composition

1 Technology 24.18%
2 Healthcare 15.85%
3 Consumer Discretionary 13.35%
4 Industrials 11.99%
5 Communication Services 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$78.1M 0.02%
1,574,719
-439,324
302
$77.9M 0.02%
523,193
+7
303
$76.9M 0.02%
4,988,399
304
$76.3M 0.02%
5,056,283
+2,399,658
305
$75.4M 0.02%
8,350,000
-650,000
306
$73.2M 0.02%
464,000
307
$67.7M 0.02%
536,700
308
$66.6M 0.02%
1,532,815
309
$66.3M 0.02%
2,007,401
+1,082
310
$66.1M 0.02%
1,119,111
+510
311
$66.1M 0.02%
+2,500,800
312
$65.4M 0.02%
1,980,610
313
$63.8M 0.02%
557,383
+291,442
314
$62.9M 0.02%
2,025,494
+173,732
315
$62.5M 0.02%
1,752,350
+1,032
316
$62M 0.02%
4,295,300
317
$61.9M 0.02%
684,425
+416
318
$60.5M 0.02%
1,690,281
+690,281
319
$59.7M 0.02%
1,400,000
+150,000
320
$53.8M 0.01%
2,065,980
-1,955,795
321
$53.3M 0.01%
787,849
322
$53.1M 0.01%
979,001
-234,742
323
$52.5M 0.01%
1,647,850
-1,082,000
324
$51.2M 0.01%
+1,250,000
325
$50.2M 0.01%
689,460
+26