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
$289B
AUM Growth
+$2.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1 +$1.03B
2 +$872M
3 +$721M
4
ABBV icon
AbbVie
ABBV
+$560M
5
VTR icon
Ventas
VTR
+$540M

Top Sells

1 +$1.65B
2 +$907M
3 +$897M
4
ORCL icon
Oracle
ORCL
+$778M
5
BHI
Baker Hughes
BHI
+$557M

Sector Composition

1 Healthcare 21.41%
2 Technology 12.87%
3 Industrials 11.05%
4 Communication Services 10.38%
5 Consumer Staples 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$34.5M 0.01%
824,000
352
$34.1M 0.01%
1,080,800
353
$33.6M 0.01%
500,000
354
$33.6M 0.01%
789,555
-176,375
355
$32.9M 0.01%
923,500
-76,500
356
$31.8M 0.01%
2,115,000
357
$31.4M 0.01%
4,876,000
358
$30.6M 0.01%
+3,150,000
359
$30.2M 0.01%
+865,047
360
$30M 0.01%
3,715,420
+1,145,000
361
$29.6M 0.01%
803,000
+400,000
362
$27.4M 0.01%
1,413,724
+518,942
363
$27.2M 0.01%
133,333
364
$27.1M 0.01%
667,692
+339,892
365
$24.2M 0.01%
1,108,839
366
$23.9M 0.01%
484,750
367
$23.8M 0.01%
3,152,000
368
$22.8M 0.01%
+869,565
369
$22M 0.01%
811,000
370
$21.7M 0.01%
700,000
371
$21M 0.01%
530,000
+106,700
372
$20.8M 0.01%
2,049,000
373
$19.8M 0.01%
400,000
+100,000
374
$19.3M 0.01%
797,000
-360,000
375
$19.1M 0.01%
+430,000