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
$486B
AUM Growth
+$5.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1 +$3.14B
2 +$2.28B
3 +$1.9B
4
LLY icon
Eli Lilly
LLY
+$1.15B
5
WFC icon
Wells Fargo
WFC
+$998M

Top Sells

1 +$2.46B
2 +$2.29B
3 +$1.78B
4
BLK icon
Blackrock
BLK
+$1.48B
5
CARR icon
Carrier Global
CARR
+$1.35B

Sector Composition

1 Technology 26.7%
2 Healthcare 14.54%
3 Consumer Discretionary 13.72%
4 Industrials 11.27%
5 Communication Services 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$99M 0.02%
+1,123,479
302
$98.8M 0.02%
2,050,000
+690,000
303
$96.9M 0.02%
574,976
+252,934
304
$96.8M 0.02%
3,526,747
+912,439
305
$96.4M 0.02%
2,014,717
+3,389
306
$95.9M 0.02%
3,537,341
+6,891
307
$94.6M 0.02%
581,589
+460,708
308
$94.4M 0.02%
+4,408,313
309
$94.3M 0.02%
1,890,769
-9,231
310
$91.7M 0.02%
417,020
+363,228
311
$90.6M 0.02%
6,905,990
+5,208,889
312
$89.7M 0.02%
914,141
+20,825
313
$88.3M 0.02%
907,138
+1,703
314
$88.1M 0.02%
1,911,525
+433,484
315
$87.6M 0.02%
+2,259,342
316
$87.5M 0.02%
997,194
+26,656
317
$85.6M 0.02%
678,940
+14,994
318
$85.1M 0.02%
687,069
+1,426
319
$81.3M 0.02%
7,667,247
+4,366
320
$80.4M 0.02%
1,060,329
+1,608
321
$79.3M 0.02%
1,851,247
-361,932
322
$78.9M 0.02%
1,856,001
323
$78.3M 0.02%
1,505,000
324
$77.2M 0.02%
1,344,804
-92,780
325
$76.5M 0.02%
993,569
-3,525