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
$499B
AUM Growth
+$39.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1 +$7.3B
2 +$3.9B
3 +$3.78B
4
ANET icon
Arista Networks
ANET
+$1.4B
5
D icon
Dominion Energy
D
+$1.23B

Top Sells

1 +$4.7B
2 +$2.61B
3 +$2.56B
4
GEHC icon
GE HealthCare
GEHC
+$2.31B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.77B

Sector Composition

1 Technology 29.16%
2 Consumer Discretionary 13.59%
3 Healthcare 12.72%
4 Industrials 11.43%
5 Financials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HAE icon
301
Haemonetics
HAE
$3.46B
$85M 0.02%
1,139,043
-438,280
PATK icon
302
Patrick Industries
PATK
$3.37B
$84.4M 0.02%
914,516
-700,950
ALK icon
303
Alaska Air
ALK
$4.91B
$84.1M 0.02%
1,700,000
FA icon
304
First Advantage
FA
$2.29B
$83.8M 0.02%
5,044,562
-986,238
MATX icon
305
Matsons
MATX
$3.32B
$82.3M 0.02%
738,891
+11,683
SSNC icon
306
SS&C Technologies
SSNC
$20.7B
$79.8M 0.02%
963,763
-99,987
NCNO icon
307
nCino
NCNO
$2.95B
$79.1M 0.02%
2,826,919
EHC icon
308
Encompass Health
EHC
$11.5B
$79M 0.02%
644,233
BOOT icon
309
Boot Barn
BOOT
$5.47B
$78.7M 0.02%
518,007
+55,389
VALE icon
310
Vale
VALE
$52.8B
$78.6M 0.02%
8,099,417
+17,199
AIT icon
311
Applied Industrial Technologies
AIT
$9.46B
$78M 0.02%
335,622
+1,523
LW icon
312
Lamb Weston
LW
$8.06B
$76.2M 0.02%
1,470,000
+124,749
SO icon
313
Southern Company
SO
$100B
$75.7M 0.02%
824,394
+281
ESNT icon
314
Essent Group
ESNT
$5.92B
$74.3M 0.01%
1,224,193
+5,821
LOW icon
315
Lowe's Companies
LOW
$130B
$73.1M 0.01%
329,672
+39,752
STT icon
316
State Street
STT
$33B
$72.5M 0.01%
681,940
-78,060
DE icon
317
Deere & Co
DE
$128B
$71.4M 0.01%
140,335
+957
ESTC icon
318
Elastic
ESTC
$9.7B
$69.9M 0.01%
828,543
+4,318
FAF icon
319
First American
FAF
$6.52B
$68.9M 0.01%
+1,122,623
GSK icon
320
GSK
GSK
$96.7B
$68.2M 0.01%
1,776,812
+14,654
DNLI icon
321
Denali Therapeutics
DNLI
$2.52B
$66.5M 0.01%
4,750,579
-14,558
NTR icon
322
Nutrien
NTR
$28.5B
$66M 0.01%
1,133,777
+7,549
WU icon
323
Western Union
WU
$2.84B
$64.7M 0.01%
7,679,907
+9,331
TTEK icon
324
Tetra Tech
TTEK
$9.83B
$64.3M 0.01%
+1,787,103
FISV
325
Fiserv, Inc. Common Stock
FISV
$34.7B
$63.6M 0.01%
369,148
+2,518