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
$315B
AUM Growth
-$456M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1 +$1.49B
2 +$1.48B
3 +$1.35B
4
ALC icon
Alcon
ALC
+$1.28B
5
UNH icon
UnitedHealth
UNH
+$1.03B

Top Sells

1 +$2.65B
2 +$1.88B
3 +$1.54B
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.35B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.35B

Sector Composition

1 Healthcare 19.37%
2 Technology 16.98%
3 Consumer Discretionary 12.52%
4 Communication Services 11.95%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$43.1M 0.01%
2,851,000
-45,000
327
$43M 0.01%
822,610
-3,416,051
328
$42.9M 0.01%
154,000
-146,500
329
$42M 0.01%
874,000
+254,000
330
$41.5M 0.01%
1,770,000
-130,000
331
$41.3M 0.01%
3,508,937
-4,925,647
332
$40.5M 0.01%
900,000
-257,000
333
$38.8M 0.01%
1,296,120
-1,689,628
334
$38.6M 0.01%
909,059
+449,059
335
$36.7M 0.01%
163,500
336
$35.7M 0.01%
+439,600
337
$34.8M 0.01%
650,175
+175
338
$34.7M 0.01%
2,757,441
-8,608
339
$34.1M 0.01%
+500,000
340
$32.9M 0.01%
634
341
$32.4M 0.01%
2,647,421
+421
342
$31.3M 0.01%
1,500,292
+292
343
$29.9M 0.01%
510,000
-90,000
344
$29.7M 0.01%
440,223
-154,880
345
$29.5M 0.01%
480,000
346
$29.4M 0.01%
400,275
+275
347
$29.3M 0.01%
170,487
+55
348
$27.3M 0.01%
+1,445,000
349
$26.6M 0.01%
2,175,000
+96,768
350
$24.1M 0.01%
+700,000