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
$486B
AUM Growth
+$5.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1 +$3.14B
2 +$2.28B
3 +$1.9B
4
LLY icon
Eli Lilly
LLY
+$1.15B
5
WFC icon
Wells Fargo
WFC
+$998M

Top Sells

1 +$2.46B
2 +$2.29B
3 +$1.78B
4
BLK icon
Blackrock
BLK
+$1.48B
5
CARR icon
Carrier Global
CARR
+$1.35B

Sector Composition

1 Technology 26.7%
2 Healthcare 14.54%
3 Consumer Discretionary 13.72%
4 Industrials 11.27%
5 Communication Services 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$76.1M 0.02%
4,031,849
+2,236,080
327
$75.8M 0.02%
267,036
+4,982
328
$74.7M 0.02%
1,612,818
+258,730
329
$74.2M 0.02%
1,355,513
-178,938
330
$73.1M 0.02%
223,210
+63,017
331
$72.2M 0.01%
3,422,710
+975,168
332
$72.1M 0.01%
780,929
-6,920
333
$71.6M 0.01%
8,072,163
-141,364
334
$69.1M 0.01%
660,000
-649,509
335
$67.7M 0.01%
413,251
-75,048
336
$65.9M 0.01%
2,565,897
-459
337
$65M 0.01%
1,150,000
338
$63.7M 0.01%
753,785
339
$63.7M 0.01%
180,461
340
$63.5M 0.01%
424,433
-888,531
341
$61.6M 0.01%
1,137,928
-7,766
342
$61.1M 0.01%
13,551,797
-3,253,770
343
$60.4M 0.01%
382,640
-227,483
344
$60.3M 0.01%
+606,261
345
$59.9M 0.01%
7,252,513
-1,313,458
346
$59.5M 0.01%
1,759,208
+4,715
347
$59.1M 0.01%
1,881,100
+4,000
348
$59M 0.01%
150,000
349
$55.6M 0.01%
3,559,597
350
$53.8M 0.01%
2,364,715
+891