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
$456B
AUM Growth
+$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1 +$7.86B
2 +$2.52B
3 +$2.25B
4
META icon
Meta Platforms (Facebook)
META
+$2.2B
5
BA icon
Boeing
BA
+$1.84B

Top Sells

1 +$10.3B
2 +$5.56B
3 +$2.78B
4
MU icon
Micron Technology
MU
+$1.93B
5
CNQ icon
Canadian Natural Resources
CNQ
+$1.63B

Sector Composition

1 Technology 27.28%
2 Healthcare 15.12%
3 Industrials 12.22%
4 Consumer Discretionary 11.81%
5 Communication Services 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$75.5M 0.02%
685,033
302
$73M 0.02%
1,226,454
-1,521,285
303
$72.7M 0.02%
1,446,639
-487
304
$72.2M 0.02%
+949,738
305
$71.8M 0.02%
1,924,997
306
$71.8M 0.02%
753,785
-1,486,041
307
$71.7M 0.02%
3,505,038
-1,193,171
308
$70.8M 0.02%
+300,000
309
$70.8M 0.02%
2,428,609
-3,490,372
310
$68M 0.01%
+652,246
311
$67.7M 0.01%
5,550,000
+500,000
312
$67.6M 0.01%
787,849
313
$67.5M 0.01%
1,754,493
+1,458
314
$66.4M 0.01%
1,058,926
-2,385,514
315
$65.1M 0.01%
597,318
-1,111,273
316
$64.9M 0.01%
+877,066
317
$63.6M 0.01%
209,069
318
$63.5M 0.01%
1,440,375
-241,476
319
$63.3M 0.01%
+1,154,752
320
$63M 0.01%
+658,278
321
$62.7M 0.01%
747,581
-2,399,247
322
$61.6M 0.01%
478,154
+133,660
323
$61.3M 0.01%
4,794,483
+2,650,000
324
$59.5M 0.01%
1,534,451
-120,420
325
$57M 0.01%
1,120,589