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
$253B
AUM Growth
+$18.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1 +$762M
2 +$703M
3 +$659M
4
SWN
Southwestern Energy Company
SWN
+$464M
5
PGR icon
Progressive
PGR
+$438M

Sector Composition

1 Healthcare 20.16%
2 Technology 12.08%
3 Industrials 11.18%
4 Communication Services 11.13%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$47.6M 0.02%
1,505,000
327
$47.2M 0.02%
905,000
328
$46.6M 0.02%
948,000
329
$45.5M 0.02%
2,400,000
330
$45.2M 0.02%
4,955,000
331
$43.1M 0.02%
1,007,500
332
$43M 0.02%
1,281,944
-426,056
333
$42.8M 0.02%
4,072,000
-4,217,372
334
$42.2M 0.02%
1,271,250
335
$41.6M 0.02%
2,476,000
336
$41.4M 0.02%
1,530,000
-42,000
337
$41.4M 0.02%
545,000
338
$40.6M 0.02%
1,000,000
339
$40.2M 0.02%
750,500
340
$40.2M 0.02%
505,022
341
$39.8M 0.02%
873,800
342
$38.6M 0.02%
6,113,768
-284,405
343
$37.2M 0.01%
3,075,500
344
$37M 0.01%
+1,481,412
345
$36.6M 0.01%
450,000
346
$36.4M 0.01%
2,000,000
347
$35.4M 0.01%
1,050,561
348
$35.1M 0.01%
900,000
349
$34.2M 0.01%
962,700
350
$33.7M 0.01%
2,688,618