Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $499B
1-Year Est. Return 30.87%
 

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
+30.87%
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
BA.PRA
376
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$7.92B
$27.6M 0.01%
406,339
-1,315,017
ADI icon
377
Analog Devices
ADI
$117B
$27.6M 0.01%
115,873
-167,685
CLBT icon
378
Cellebrite
CLBT
$4.72B
$27.3M 0.01%
1,704,582
+1,241,592
LPX icon
379
Louisiana-Pacific
LPX
$6.48B
$27M 0.01%
+313,497
ELVN icon
380
Enliven Therapeutics
ELVN
$1.29B
$26.4M 0.01%
+1,315,465
OWL icon
381
Blue Owl Capital
OWL
$11.1B
$25.1M 0.01%
1,308,550
+5,828
STRZ
382
Starz Entertainment Corp
STRZ
$196M
$23.9M ﹤0.01%
+1,488,612
PBH icon
383
Prestige Consumer Healthcare
PBH
$3B
$23.6M ﹤0.01%
+295,910
EZPW icon
384
Ezcorp Inc
EZPW
$1.16B
$23.4M ﹤0.01%
+1,682,664
RY icon
385
Royal Bank of Canada
RY
$207B
$23M ﹤0.01%
174,560
+1,124
CDRE icon
386
Cadre Holdings
CDRE
$1.65B
$22.7M ﹤0.01%
712,454
HRI icon
387
Herc Holdings
HRI
$4.21B
$22.5M ﹤0.01%
170,649
NXE icon
388
NexGen Energy
NXE
$5.82B
$22M ﹤0.01%
3,164,318
+726,489
VOYG
389
Voyager Technologies
VOYG
$2.17B
$21.7M ﹤0.01%
+553,226
BMRN icon
390
BioMarin Pharmaceuticals
BMRN
$10.2B
$21.5M ﹤0.01%
391,879
-8,758,776
BRSL
391
Brightstar Lottery PLC
BRSL
$3.21B
$21.2M ﹤0.01%
1,340,155
+2,682
ASPI icon
392
ASP Isotopes
ASPI
$1.16B
$21.1M ﹤0.01%
2,868,062
DNN icon
393
Denison Mines
DNN
$2.84B
$20.9M ﹤0.01%
11,455,935
+2,626,749
CHX
394
DELISTED
ChampionX
CHX
$20.1M ﹤0.01%
809,902
-534,213
VSCO icon
395
Victoria's Secret
VSCO
$2.44B
$19.4M ﹤0.01%
1,046,905
FRPT icon
396
Freshpet
FRPT
$2.51B
$18.8M ﹤0.01%
276,681
MDB icon
397
MongoDB
MDB
$25.9B
$18.1M ﹤0.01%
86,170
-295,535
MLI icon
398
Mueller Industries
MLI
$11B
$15.2M ﹤0.01%
+191,845
TGT icon
399
Target
TGT
$41.3B
$14.9M ﹤0.01%
150,848
ICLR icon
400
Icon
ICLR
$14.6B
$14.1M ﹤0.01%
97,083
-10,832
14 15
16
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