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Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $645B
1-Year Est. Return 30.61%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$645B
AUM Growth
+$103B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1 +$9.76B
2 +$9.53B
3 +$8.35B
4
AMZN icon
Amazon
AMZN
+$6.25B
5
CSCO icon
Cisco
CSCO
+$5.01B

Top Sells

1 +$4.73B
2 +$1.86B
3 +$1.54B
4
AIG icon
American International
AIG
+$1.45B
5
COF icon
Capital One
COF
+$1.43B

Sector Composition

1 Technology 29.96%
2 Healthcare 12.5%
3 Consumer Discretionary 11.56%
4 Industrials 9.85%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ADI icon
376
Analog Devices
ADI
$198B
$36.7M 0.01%
115,400
-1,431
FDX icon
377
FedEx
FDX
$75.7B
$36.6M 0.01%
102,714
+1,225
PCAR icon
378
PACCAR
PCAR
$61.5B
$35M 0.01%
303,434
-5,712,809
ELV icon
379
Elevance Health
ELV
$85.8B
$34.9M 0.01%
119,078
-1,449
CBT icon
380
Cabot Corp
CBT
$4.52B
$34.8M 0.01%
462,691
SFM icon
381
Sprouts Farmers Market
SFM
$7.95B
$33.9M 0.01%
+438,941
BWIN
382
Baldwin Insurance Group
BWIN
$2.38B
$33.9M 0.01%
1,542,849
-1,474,222
MGRC icon
383
McGrath RentCorp
MGRC
$2.94B
$33.6M 0.01%
305,094
TTEK icon
384
Tetra Tech
TTEK
$7.28B
$33.2M 0.01%
1,102,450
-673,316
CNMD icon
385
CONMED
CNMD
$1.02B
$32.7M 0.01%
925,448
JOE icon
386
St. Joe Company
JOE
$3.81B
$32.3M 0.01%
513,697
-310,000
VIA
387
Via Transportation Inc
VIA
$1.22B
$32.1M 0.01%
2,140,200
CNX icon
388
CNX Resources
CNX
$4.74B
$31.4M ﹤0.01%
815,039
-3,950,000
WHD icon
389
Cactus
WHD
$3.67B
$31.3M ﹤0.01%
659,779
AGYS icon
390
Agilysys
AGYS
$2.43B
$31.2M ﹤0.01%
438,717
-443,800
SCHW
391
Charles Schwab
SCHW
$162B
$31M ﹤0.01%
329,573
-876
STLA icon
392
Stellantis
STLA
$17.3B
$30.9M ﹤0.01%
4,353,517
+117,356
RHI icon
393
Robert Half
RHI
$3B
$30.7M ﹤0.01%
1,210,349
+2,039
HDB icon
394
HDFC Bank
HDB
$128B
$29.7M ﹤0.01%
1,192,888
-3,434,499
PJT icon
395
PJT Partners
PJT
$4.01B
$27.9M ﹤0.01%
200,000
-20,074
KVUE icon
396
Kenvue
KVUE
$35.3B
$27.5M ﹤0.01%
1,592,321
MARA icon
397
Marathon Digital Holdings
MARA
$5.6B
$27.1M ﹤0.01%
3,316,943
-382,081
SPY icon
398
State Street SPDR S&P 500 ETF Trust
SPY
$758B
$26.7M ﹤0.01%
42,207
+16,250
INBX icon
399
Inhibrx
INBX
$1.36B
$26.4M ﹤0.01%
392,847
-28,728
PNFP icon
400
Pinnacle Financial Partners Inc
PNFP
$14.5B
$26.4M ﹤0.01%
306,259
-825,035