Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $542B
1-Year Est. Return 32.05%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$2.66B
3 +$1.71B
4
ORCL icon
Oracle
ORCL
+$1.63B
5
NVDA icon
NVIDIA
NVDA
+$1.15B

Top Sells

1 +$3.92B
2 +$2.3B
3 +$2.28B
4
SHOP icon
Shopify
SHOP
+$1.22B
5
LVS icon
Las Vegas Sands
LVS
+$1.09B

Sector Composition

1 Technology 31.36%
2 Healthcare 13.6%
3 Consumer Discretionary 12.13%
4 Financials 10.03%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ROOT icon
351
Root
ROOT
$895M
$47.3M 0.01%
654,252
+157,654
STLA icon
352
Stellantis
STLA
$23.3B
$46.8M 0.01%
4,236,161
+1,096,413
IBP icon
353
Installed Building Products
IBP
$8.69B
$46.3M 0.01%
178,631
IDA icon
354
Idacorp
IDA
$7.77B
$44.5M 0.01%
+351,700
CLBT icon
355
Cellebrite
CLBT
$3.36B
$43.4M 0.01%
2,405,172
-20,564
BWXT icon
356
BWX Technologies
BWXT
$19B
$43.4M 0.01%
250,845
ELV icon
357
Elevance Health
ELV
$71.3B
$42.3M 0.01%
120,527
+841
UMH
358
UMH Properties
UMH
$1.34B
$41.5M 0.01%
2,607,487
-1,063,816
CWH icon
359
Camping World
CWH
$541M
$40.8M 0.01%
4,191,781
+476,135
WOLF icon
360
Wolfspeed
WOLF
$911M
$40M 0.01%
2,298,639
-478,481
NTSK
361
Netskope Inc
NTSK
$4.53B
$39.7M 0.01%
2,261,418
+161,418
CVBF icon
362
CVB Financial
CVBF
$2.71B
$39.7M 0.01%
2,131,818
-17,800
VNOM icon
363
Viper Energy
VNOM
$7.82B
$39.3M 0.01%
1,016,927
PCVX icon
364
Vaxcyte
PCVX
$8.61B
$38.9M 0.01%
842,978
IREN icon
365
Iris Energy
IREN
$14.7B
$38.7M 0.01%
+1,025,430
AZN icon
366
AstraZeneca
AZN
$316B
$38.2M 0.01%
415,561
-369,698
CNMD icon
367
CONMED
CNMD
$1.41B
$37.6M 0.01%
925,448
-107,285
PJT icon
368
PJT Partners
PJT
$3.69B
$36.8M 0.01%
220,074
PBH icon
369
Prestige Consumer Healthcare
PBH
$3.32B
$34.6M 0.01%
561,497
+291,425
CDRE icon
370
Cadre Holdings
CDRE
$1.78B
$34.4M 0.01%
843,483
-86,835
TSN icon
371
Tyson Foods
TSN
$22.4B
$33.9M 0.01%
577,683
INBX icon
372
Inhibrx
INBX
$1.12B
$33.3M 0.01%
+421,575
MDB icon
373
MongoDB
MDB
$27.4B
$33.3M 0.01%
79,247
-763
MARA icon
374
Marathon Digital Holdings
MARA
$3.2B
$33.2M 0.01%
3,699,024
-29,872
SCHW icon
375
Charles Schwab
SCHW
$173B
$33M 0.01%
+330,449