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
$533B
AUM Growth
+$33.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$3.31B
3 +$2.52B
4
AMAT icon
Applied Materials
AMAT
+$2.11B
5
AMZN icon
Amazon
AMZN
+$2.1B

Top Sells

1 +$6.4B
2 +$4.16B
3 +$2.14B
4
MU icon
Micron Technology
MU
+$1.34B
5
AVGO icon
Broadcom
AVGO
+$1.26B

Sector Composition

1 Technology 30.98%
2 Consumer Discretionary 12.79%
3 Healthcare 12.73%
4 Industrials 10.59%
5 Financials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CBT icon
376
Cabot Corp
CBT
$3.63B
$35.2M 0.01%
462,691
CDRE icon
377
Cadre Holdings
CDRE
$1.7B
$34M 0.01%
930,318
+217,864
ESTA icon
378
Establishment Labs
ESTA
$2.09B
$33.4M 0.01%
814,491
-209,926
ADSK icon
379
Autodesk
ADSK
$62.4B
$32.7M 0.01%
103,014
-321,248
TSN icon
380
Tyson Foods
TSN
$21B
$31.4M 0.01%
577,683
IBM icon
381
IBM
IBM
$289B
$31M 0.01%
+109,935
EWBC icon
382
East-West Bancorp
EWBC
$15.6B
$30.9M 0.01%
290,263
-1,560
PCVX icon
383
Vaxcyte
PCVX
$5.8B
$30.4M 0.01%
842,978
-3,928,808
KDP icon
384
Keurig Dr Pepper
KDP
$39.7B
$29.7M 0.01%
1,164,623
-44
CFLT icon
385
Confluent
CFLT
$10.6B
$29.2M 0.01%
1,475,965
-469,005
STLA icon
386
Stellantis
STLA
$34.5B
$29M 0.01%
3,139,748
-10,561,606
ICLR icon
387
Icon
ICLR
$14.1B
$28.8M 0.01%
164,563
+67,480
ADI icon
388
Analog Devices
ADI
$137B
$28.7M 0.01%
116,826
+953
BA.PRA
389
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$7.7B
$28.3M 0.01%
406,339
LPX icon
390
Louisiana-Pacific
LPX
$5.98B
$27.9M 0.01%
313,497
ELVN icon
391
Enliven Therapeutics
ELVN
$1.02B
$26.9M 0.01%
1,315,465
VCEL icon
392
Vericel Corp
VCEL
$1.85B
$26.9M 0.01%
853,668
RY icon
393
Royal Bank of Canada
RY
$234B
$26.2M ﹤0.01%
177,506
+2,946
KVUE icon
394
Kenvue
KVUE
$33B
$25.6M ﹤0.01%
1,578,221
+8,940
SVV icon
395
Savers
SVV
$1.49B
$25.5M ﹤0.01%
+1,926,550
MDB icon
396
MongoDB
MDB
$33.9B
$24.8M ﹤0.01%
80,010
-6,160
FCN icon
397
FTI Consulting
FCN
$5.27B
$23.9M ﹤0.01%
+147,614
UUUU icon
398
Energy Fuels
UUUU
$3.33B
$22.8M ﹤0.01%
+1,485,310
OWL icon
399
Blue Owl Capital
OWL
$10.4B
$22.4M ﹤0.01%
1,320,269
+11,719
DNN icon
400
Denison Mines
DNN
$2.28B
$22.1M ﹤0.01%
8,024,816
-3,431,119