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Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $645B
1-Year Est. Return 30.61%
 

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
+30.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$645B
AUM Growth
+$103B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1 +$9.76B
2 +$9.53B
3 +$8.35B
4
AMZN icon
Amazon
AMZN
+$6.25B
5
CSCO icon
Cisco
CSCO
+$5.01B

Top Sells

1 +$4.73B
2 +$1.86B
3 +$1.54B
4
AIG icon
American International
AIG
+$1.45B
5
COF icon
Capital One
COF
+$1.43B

Sector Composition

1 Technology 29.96%
2 Healthcare 12.5%
3 Consumer Discretionary 11.56%
4 Industrials 9.85%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HEI icon
351
HEICO Corp
HEI
$46.7B
$54.7M 0.01%
+200,579
BABA icon
352
Alibaba
BABA
$246B
$53.2M 0.01%
+423,917
PCVX icon
353
Vaxcyte
PCVX
$7.5B
$53M 0.01%
912,688
+69,710
PBH icon
354
Prestige Consumer Healthcare
PBH
$2.18B
$53M 0.01%
894,679
+333,182
BWXT icon
355
BWX Technologies
BWXT
$19.2B
$51.3M 0.01%
250,845
CYTK icon
356
Cytokinetics
CYTK
$10.9B
$50.8M 0.01%
+770,999
HTHT icon
357
Huazhu Hotels Group
HTHT
$13.1B
$50.6M 0.01%
1,006,018
-496,482
DNN icon
358
Denison Mines
DNN
$2.96B
$48.4M 0.01%
+13,722,241
DNLI icon
359
Denali Therapeutics
DNLI
$3.93B
$48.3M 0.01%
2,514,588
-1,214,656
RH icon
360
RH
RH
$2.68B
$47.6M 0.01%
+340,523
IBP icon
361
Installed Building Products
IBP
$5.68B
$47.4M 0.01%
178,631
BIL icon
362
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.6B
$47.3M 0.01%
516,253
+466,868
QRVO icon
363
Qorvo
QRVO
$8.77B
$43.4M 0.01%
+560,434
CCJ icon
364
Cameco
CCJ
$47.4B
$43.3M 0.01%
398,381
-131,318
VSNT
365
Versant Media Group
VSNT
$5.36B
$43.2M 0.01%
+1,167,628
ASTS icon
366
AST SpaceMobile
ASTS
$21.8B
$42.7M 0.01%
515,866
+311,480
MOG.A icon
367
Moog Inc Class A
MOG.A
$12.7B
$42.1M 0.01%
143,841
-66,338
HEI.A icon
368
HEICO Corp Class A
HEI.A
$34.4B
$39.4M 0.01%
+186,503
WAY
369
Waystar Holding Corp
WAY
$3.53B
$38.8M 0.01%
1,609,775
+1,114,775
BRKR icon
370
Bruker
BRKR
$8.39B
$38.6M 0.01%
+1,069,067
DKNG icon
371
DraftKings
DKNG
$12.5B
$38.5M 0.01%
1,778,766
-4,836,955
LOPE icon
372
Grand Canyon Education
LOPE
$3.8B
$38.1M 0.01%
224,281
-202,363
STEP icon
373
StepStone Group
STEP
$3.51B
$37.9M 0.01%
794,883
UMH
374
UMH Properties
UMH
$1.29B
$37.6M 0.01%
2,607,487
ELF icon
375
e.l.f. Beauty
ELF
$3.77B
$37M 0.01%
610,816
-155,256