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
$292B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1 +$4.37B
2 +$1.49B
3 +$918M
4
KR icon
Kroger
KR
+$916M
5
KO icon
Coca-Cola
KO
+$589M

Top Sells

1 +$6.75B
2 +$1.71B
3 +$1.26B
4
PCP
PRECISION CASTPARTS CORP
PCP
+$1.05B
5
KLAC icon
KLA
KLAC
+$964M

Sector Composition

1 Healthcare 20.59%
2 Communication Services 13.08%
3 Technology 11.61%
4 Industrials 11.25%
5 Consumer Staples 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$32.9M 0.01%
1,000,000
352
$31.6M 0.01%
925,000
-556,250
353
$31.2M 0.01%
600,000
354
$30.3M 0.01%
657,600
-5,082,873
355
$29.6M 0.01%
237,000
356
$29.4M 0.01%
700,000
357
$27.3M 0.01%
3,088,143
+544,000
358
$26.8M 0.01%
2,865,358
+21,878
359
$26.4M 0.01%
3,152,000
360
$25.9M 0.01%
1,000,000
-1,000,000
361
$25.4M 0.01%
4,745,044
362
$24.3M 0.01%
600,000
-547,877
363
$24.2M 0.01%
830,000
364
$23.7M 0.01%
750,000
365
$22.8M 0.01%
484,750
366
$22.4M 0.01%
757,642
367
$21.6M 0.01%
3,586,400
368
$20.8M 0.01%
1,049,000
-1,000,000
369
$20.1M 0.01%
+515,000
370
$20M 0.01%
383,904
371
$19.8M 0.01%
2,486,000
+683,000
372
$18M 0.01%
500,000
373
$17.6M 0.01%
+380,000
374
$15.7M 0.01%
1,600,000
375
$15.4M 0.01%
377,691