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
$289B
AUM Growth
+$2.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1 +$1.03B
2 +$872M
3 +$721M
4
ABBV icon
AbbVie
ABBV
+$560M
5
VTR icon
Ventas
VTR
+$540M

Top Sells

1 +$1.65B
2 +$907M
3 +$897M
4
ORCL icon
Oracle
ORCL
+$778M
5
BHI
Baker Hughes
BHI
+$557M

Sector Composition

1 Healthcare 21.41%
2 Technology 12.87%
3 Industrials 11.05%
4 Communication Services 10.38%
5 Consumer Staples 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$18.5M 0.01%
303,000
-118,000
377
$18.2M 0.01%
+1,072,000
378
$18.2M 0.01%
902,404
-200,000
379
$18.1M 0.01%
1,700,000
+700,000
380
$16.8M 0.01%
+871,576
381
$15.1M 0.01%
1,002,744
382
$14.7M 0.01%
+1,715,000
383
$14.5M 0.01%
1,585,000
+440,000
384
$14.3M 0.01%
1,600,000
385
$13.8M ﹤0.01%
+921,000
386
$13.8M ﹤0.01%
1,150,000
387
$12.7M ﹤0.01%
624,000
388
$12M ﹤0.01%
253,148
389
$11.9M ﹤0.01%
134,750
390
$11.9M ﹤0.01%
707,000
391
$11.6M ﹤0.01%
153,200
392
$11.6M ﹤0.01%
1,359,232
-568,928
393
$11.5M ﹤0.01%
180,000
394
$11.4M ﹤0.01%
735,000
395
$11.2M ﹤0.01%
1,102,000
396
$10.9M ﹤0.01%
2,222,222
397
$10M ﹤0.01%
250,000
-4,034,146
398
$10M ﹤0.01%
314,790
399
$9.9M ﹤0.01%
555,900
-5,587,600
400
$9.84M ﹤0.01%
+200,000