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
$350B
AUM Growth
+$19.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1 +$3.56B
2 +$1.76B
3 +$1.35B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$864M
5
MA icon
Mastercard
MA
+$788M

Top Sells

1 +$2.53B
2 +$1.95B
3 +$1.55B
4
GM icon
General Motors
GM
+$1.37B
5
UNH icon
UnitedHealth
UNH
+$1.15B

Sector Composition

1 Technology 21.75%
2 Healthcare 16.93%
3 Consumer Discretionary 13.35%
4 Industrials 12.41%
5 Communication Services 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$48M 0.01%
953,221
327
$47.8M 0.01%
901,290
-1,755,410
328
$47.3M 0.01%
325,759
+232
329
$45.6M 0.01%
602,087
+446
330
$45.4M 0.01%
1,262,395
+3,699
331
$44.9M 0.01%
2,332,702
+1,702
332
$44M 0.01%
2,567,676
-808,281
333
$43.6M 0.01%
298,581
-28,773
334
$43.5M 0.01%
+2,656,625
335
$42.6M 0.01%
787,849
-694,037
336
$40.4M 0.01%
748,112
+244,112
337
$38.8M 0.01%
649,533
-500,000
338
$38.5M 0.01%
165,978
339
$38.4M 0.01%
784,872
-265,580
340
$37.6M 0.01%
1,050,970
341
$37.5M 0.01%
3,018,000
342
$36.7M 0.01%
+265,941
343
$36.5M 0.01%
150,000
344
$36M 0.01%
1,285,461
345
$35.6M 0.01%
1,200,000
+200,000
346
$34.7M 0.01%
90,038
-2
347
$34.2M 0.01%
+175,358
348
$34.2M 0.01%
540,826
-2,241,469
349
$33.3M 0.01%
679,810
350
$33.1M 0.01%
+1,751,913