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
$533B
AUM Growth
+$33.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$3.31B
3 +$2.52B
4
AMAT icon
Applied Materials
AMAT
+$2.11B
5
AMZN icon
Amazon
AMZN
+$2.1B

Top Sells

1 +$6.4B
2 +$4.16B
3 +$2.14B
4
MU icon
Micron Technology
MU
+$1.34B
5
AVGO icon
Broadcom
AVGO
+$1.26B

Sector Composition

1 Technology 30.98%
2 Consumer Discretionary 12.79%
3 Healthcare 12.73%
4 Industrials 10.59%
5 Financials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NTSK
351
Netskope Inc
NTSK
$8.15B
$47.7M 0.01%
+2,100,000
ADMA icon
352
ADMA Biologics
ADMA
$4.71B
$47.7M 0.01%
+3,253,913
IFF icon
353
International Flavors & Fragrances
IFF
$16.2B
$46.4M 0.01%
753,785
BWXT icon
354
BWX Technologies
BWXT
$16B
$46.2M 0.01%
250,845
JOE icon
355
St. Joe Company
JOE
$3.63B
$46M 0.01%
930,218
-170,546
EXR icon
356
Extra Space Storage
EXR
$28.5B
$45.4M 0.01%
322,314
-103,323
CLBT icon
357
Cellebrite
CLBT
$4.6B
$44.9M 0.01%
2,425,736
+721,154
ROOT icon
358
Root
ROOT
$1.26B
$44.5M 0.01%
496,598
IBP icon
359
Installed Building Products
IBP
$7.35B
$44.1M 0.01%
178,631
-20,723
SII
360
Sprott
SII
$2.42B
$43.8M 0.01%
527,162
-183,438
DOMO icon
361
Domo
DOMO
$378M
$43.6M 0.01%
+2,750,000
LION icon
362
Lionsgate Studios
LION
$2.37B
$43.4M 0.01%
6,290,244
-4,132,125
MOG.A icon
363
Moog Inc Class A
MOG.A
$7.73B
$42.4M 0.01%
204,349
BYRN icon
364
Byrna Technologies
BYRN
$425M
$42.3M 0.01%
1,907,001
FDX icon
365
FedEx
FDX
$67.1B
$42.2M 0.01%
179,077
+2,144
FIG
366
Figma
FIG
$17.9B
$41.8M 0.01%
+806,640
EZPW icon
367
Ezcorp Inc
EZPW
$1.28B
$40.9M 0.01%
2,148,126
+465,462
CVBF icon
368
CVB Financial
CVBF
$2.73B
$40.6M 0.01%
2,149,618
-210,263
VIA
369
Via Transportation Inc
VIA
$2.41B
$40.5M 0.01%
+843,086
PJT icon
370
PJT Partners
PJT
$4.13B
$39.1M 0.01%
220,074
VNOM icon
371
Viper Energy
VNOM
$6.79B
$38.9M 0.01%
1,016,927
ELV icon
372
Elevance Health
ELV
$79.8B
$38.7M 0.01%
119,686
+793
CCJ icon
373
Cameco
CCJ
$39.8B
$36.8M 0.01%
438,751
-334
TREX icon
374
Trex
TREX
$3.76B
$36.4M 0.01%
705,297
MGRC icon
375
McGrath RentCorp
MGRC
$2.63B
$35.8M 0.01%
305,450