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
$316B
AUM Growth
+$61.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1 +$2.26B
2 +$1.12B
3 +$922M
4
CMCSA icon
Comcast
CMCSA
+$920M
5
PM icon
Philip Morris
PM
+$876M

Top Sells

1 +$5.5B
2 +$1.73B
3 +$1.61B
4
TDG icon
TransDigm Group
TDG
+$850M
5
ABT icon
Abbott
ABT
+$773M

Sector Composition

1 Healthcare 20.46%
2 Technology 19.55%
3 Communication Services 14.69%
4 Consumer Discretionary 11.53%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$44.8M 0.01%
1,129,541
-95,459
327
$43.6M 0.01%
1,496,200
+1,300,000
328
$42.6M 0.01%
489,889
+36,194
329
$42.5M 0.01%
+833,000
330
$42.4M 0.01%
683,147
331
$42.1M 0.01%
584,500
-866,000
332
$41.6M 0.01%
3,011,200
+2,865,615
333
$41.6M 0.01%
973,800
334
$41.1M 0.01%
786,600
-87,400
335
$40.2M 0.01%
1,290,034
-1,611,634
336
$39.1M 0.01%
1,077,258
-6,711,782
337
$38.2M 0.01%
601,203
338
$38M 0.01%
1,770,000
339
$36.4M 0.01%
+485,935
340
$36.1M 0.01%
883,155
+255,705
341
$35.6M 0.01%
3,550,024
+35,904
342
$35.1M 0.01%
+737,000
343
$35M 0.01%
+1,100,000
344
$34.2M 0.01%
4,500,000
+500,000
345
$32.9M 0.01%
280,650
+35,000
346
$32.9M 0.01%
1,098,960
+310,965
347
$32.7M 0.01%
791,731
+85,431
348
$32.4M 0.01%
656,657
349
$32.2M 0.01%
80,483
+19,470
350
$31.8M 0.01%
657,605
+6,980