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
$321B
AUM Growth
-$84.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1 +$1.41B
2 +$945M
3 +$890M
4
RTX icon
RTX Corp
RTX
+$675M
5
VZ icon
Verizon
VZ
+$660M

Top Sells

1 +$1.81B
2 +$1.49B
3 +$1.06B
4
SCHW icon
Charles Schwab
SCHW
+$1.02B
5
AVGO icon
Broadcom
AVGO
+$965M

Sector Composition

1 Technology 19.65%
2 Healthcare 16.3%
3 Consumer Discretionary 11.31%
4 Industrials 10.89%
5 Financials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$37.1M 0.01%
601,627
-428
352
$36.6M 0.01%
726,782
-646,000
353
$36.3M 0.01%
330,220
+413
354
$36.2M 0.01%
436,200
355
$35M 0.01%
420,900
356
$34.2M 0.01%
1,816,185
-508,698
357
$33.4M 0.01%
+703,475
358
$33.3M 0.01%
5,782,335
+2,469,575
359
$31M 0.01%
3,018,000
360
$29.7M 0.01%
1,329,656
+611
361
$29.4M 0.01%
341,191
-411,609
362
$29M 0.01%
2,577,858
-2,794,771
363
$28.4M 0.01%
1,862,000
364
$27.6M 0.01%
+1,034,354
365
$27M 0.01%
353,900
+26,500
366
$26.9M 0.01%
923,892
367
$26.9M 0.01%
674,403
+1
368
$26.7M 0.01%
1,000,000
+100,000
369
$26.6M 0.01%
+1,451,849
370
$26.2M 0.01%
1,500,000
+245,267
371
$26M 0.01%
827,100
-652,974
372
$25.5M 0.01%
121,408
-65
373
$25.5M 0.01%
45,000
-15,000
374
$25.5M 0.01%
146,564
-166,659
375
$24.5M 0.01%
366,919
-1,236,900