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
$295B
AUM Growth
+$5.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1 +$3.95B
2 +$1.42B
3 +$1.36B
4
CNQ icon
Canadian Natural Resources
CNQ
+$966M
5
USB icon
US Bancorp
USB
+$658M

Top Sells

1 +$2.4B
2 +$2.3B
3 +$1.75B
4
GS icon
Goldman Sachs
GS
+$1.15B
5
BRCM
BROADCOM CORP CL-A
BRCM
+$1.12B

Sector Composition

1 Healthcare 21.03%
2 Technology 12.36%
3 Industrials 11.39%
4 Communication Services 10.61%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$56.9M 0.02%
550,000
327
$56.4M 0.02%
401,000
328
$55.6M 0.02%
2,140,000
-400,000
329
$55.2M 0.02%
1,148,500
330
$53.9M 0.02%
750,500
331
$53.5M 0.02%
1,343,800
-48,934
332
$52.9M 0.02%
590,000
-89,750
333
$50.4M 0.02%
2,666,690
334
$49.7M 0.02%
+284,217
335
$49.5M 0.02%
1,128,125
336
$49.1M 0.02%
443,000
-1,899,400
337
$48.7M 0.02%
2,000,000
338
$46.2M 0.02%
1,000,000
339
$45.8M 0.02%
1,314,131
+449,084
340
$44.9M 0.02%
302,000
-48,000
341
$44.8M 0.02%
1,050,561
342
$44.7M 0.02%
+3,130,000
343
$44.5M 0.02%
1,481,250
344
$42.6M 0.01%
1,665,000
345
$41.2M 0.01%
500,000
346
$41.2M 0.01%
2,794,600
+679,600
347
$40.8M 0.01%
600,000
348
$37.6M 0.01%
1,596,091
-5,827,000
349
$37.2M 0.01%
3,586,400
350
$36.8M 0.01%
190,000
-5,908,846