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
$456B
AUM Growth
+$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1 +$7.86B
2 +$2.52B
3 +$2.25B
4
META icon
Meta Platforms (Facebook)
META
+$2.2B
5
BA icon
Boeing
BA
+$1.84B

Top Sells

1 +$10.3B
2 +$5.56B
3 +$2.78B
4
MU icon
Micron Technology
MU
+$1.93B
5
CNQ icon
Canadian Natural Resources
CNQ
+$1.63B

Sector Composition

1 Technology 27.28%
2 Healthcare 15.12%
3 Industrials 12.22%
4 Consumer Discretionary 11.81%
5 Communication Services 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$39.3M 0.01%
1,868,923
-484,838
352
$38.9M 0.01%
2,138,004
353
$38.2M 0.01%
1,016,927
354
$36.7M 0.01%
345,156
355
$36.7M 0.01%
150,000
356
$36.6M 0.01%
411,203
-1,076
357
$36.2M 0.01%
+328,670
358
$34M 0.01%
+1,019,386
359
$33.9M 0.01%
687,478
360
$33.5M 0.01%
+4,153,688
361
$33.4M 0.01%
728,532
+100,000
362
$32M 0.01%
+600,000
363
$31.6M 0.01%
67,650
-885,635
364
$31.6M 0.01%
+975,920
365
$30.9M 0.01%
+266,774
366
$28.5M 0.01%
2,100,000
367
$27.9M 0.01%
4,390,624
368
$27.1M 0.01%
173,656
-961
369
$26.7M 0.01%
+495,340
370
$25.8M 0.01%
976,237
371
$25.3M 0.01%
7,913,104
-1,802,731
372
$25.2M 0.01%
1,282,435
+78,520
373
$23.8M 0.01%
250,845
374
$22.7M 0.01%
170,649
375
$22.4M ﹤0.01%
+694,940