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
$303B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1 +$954M
2 +$539M
3 +$535M
4
TRP icon
TC Energy
TRP
+$498M
5
SO icon
Southern Company
SO
+$429M

Top Sells

1 +$1.26B
2 +$1.07B
3 +$747M
4
AMGN icon
Amgen
AMGN
+$661M
5
DHR icon
Danaher
DHR
+$651M

Sector Composition

1 Healthcare 18.92%
2 Technology 12.36%
3 Communication Services 10.31%
4 Energy 10.07%
5 Consumer Discretionary 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$26.6M 0.01%
+693,000
352
$26.5M 0.01%
657,000
353
$26M 0.01%
4,964,264
354
$24.5M 0.01%
338,260
355
$24.3M 0.01%
1,685,886
+400,831
356
$24.2M 0.01%
230,550
+64,241
357
$23.1M 0.01%
2,119,378
-4,079,998
358
$22.5M 0.01%
811,000
359
$22.5M 0.01%
1,943,273
-1,738,943
360
$21.6M 0.01%
2,832,686
+8,628
361
$21.4M 0.01%
1,313,600
+131,000
362
$21.3M 0.01%
500,000
+100,000
363
$20.7M 0.01%
2,660,990
364
$18.3M 0.01%
1,633,283
365
$17.4M 0.01%
484,750
366
$17.2M 0.01%
1,500,000
-600,000
367
$17M 0.01%
2,225,000
-4,006,852
368
$16.9M 0.01%
+1,005,000
369
$16.7M 0.01%
500,000
370
$15.5M 0.01%
621,500
371
$14.8M ﹤0.01%
592,000
372
$14.6M ﹤0.01%
174,000
373
$13.7M ﹤0.01%
89,500
374
$13M ﹤0.01%
180,000
375
$12.9M ﹤0.01%
1,135,000