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
$499B
AUM Growth
+$39.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1 +$7.3B
2 +$3.9B
3 +$3.78B
4
ANET icon
Arista Networks
ANET
+$1.4B
5
D icon
Dominion Energy
D
+$1.23B

Top Sells

1 +$4.7B
2 +$2.61B
3 +$2.56B
4
GEHC icon
GE HealthCare
GEHC
+$2.31B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.77B

Sector Composition

1 Technology 29.16%
2 Consumer Discretionary 13.59%
3 Healthcare 12.72%
4 Industrials 11.43%
5 Financials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ELV icon
351
Elevance Health
ELV
$73B
$46.2M 0.01%
118,893
+1,187
LYB icon
352
LyondellBasell Industries
LYB
$14.7B
$44.6M 0.01%
769,974
+190,000
STEP icon
353
StepStone Group
STEP
$4.92B
$44.1M 0.01%
794,883
+66,351
ESTA icon
354
Establishment Labs
ESTA
$1.88B
$43.8M 0.01%
1,024,417
-920,831
FIVE icon
355
Five Below
FIVE
$8.11B
$41.9M 0.01%
319,236
-186,067
STRL icon
356
Sterling Infrastructure
STRL
$10B
$41.2M 0.01%
178,708
-180,381
FDX icon
357
FedEx
FDX
$63.1B
$40.2M 0.01%
176,933
-223,577
VNOM icon
358
Viper Energy
VNOM
$6.27B
$38.8M 0.01%
1,016,927
KDP icon
359
Keurig Dr Pepper
KDP
$36.7B
$38.5M 0.01%
1,164,667
+145,281
MKSI icon
360
MKS Inc
MKSI
$9.68B
$38.5M 0.01%
387,153
TREX icon
361
Trex
TREX
$3.47B
$38.4M 0.01%
705,297
MOG.A icon
362
Moog Inc Class A
MOG.A
$6.36B
$37M 0.01%
204,349
VCEL icon
363
Vericel Corp
VCEL
$2.01B
$36.3M 0.01%
853,668
+199,207
PJT icon
364
PJT Partners
PJT
$4.04B
$36.3M 0.01%
220,074
+99,360
BWXT icon
365
BWX Technologies
BWXT
$16.3B
$36.1M 0.01%
250,845
IBP icon
366
Installed Building Products
IBP
$6.98B
$35.9M 0.01%
199,354
-293,797
MGRC icon
367
McGrath RentCorp
MGRC
$2.5B
$35.4M 0.01%
305,450
CBT icon
368
Cabot Corp
CBT
$3.29B
$34.7M 0.01%
462,691
KVUE icon
369
Kenvue
KVUE
$32.1B
$32.8M 0.01%
1,569,281
-581,709
CCJ icon
370
Cameco
CCJ
$37.4B
$32.6M 0.01%
439,085
+167,963
TSN icon
371
Tyson Foods
TSN
$19.2B
$32.3M 0.01%
577,683
-3,143,234
AZEK
372
DELISTED
The AZEK Co
AZEK
$31.7M 0.01%
583,963
-2,175,408
PAC icon
373
Grupo Aeroportuario del Pacifico
PAC
$11B
$30.7M 0.01%
133,722
+614
FCFS icon
374
FirstCash
FCFS
$6.97B
$30.5M 0.01%
+225,563
EWBC icon
375
East-West Bancorp
EWBC
$14.3B
$29.5M 0.01%
+291,823