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
$351B
AUM Growth
+$10.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1 +$2.31B
2 +$2.1B
3 +$1.68B
4
MSFT icon
Microsoft
MSFT
+$1.48B
5
QCOM icon
Qualcomm
QCOM
+$1.28B

Top Sells

1 +$2.62B
2 +$1.72B
3 +$1.69B
4
PRU icon
Prudential Financial
PRU
+$1.16B
5
NFLX icon
Netflix
NFLX
+$1.05B

Sector Composition

1 Healthcare 19.63%
2 Technology 13.7%
3 Communication Services 12.92%
4 Consumer Discretionary 12.24%
5 Financials 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$29.3M 0.01%
+568,000
377
$28.9M 0.01%
345,912
+171,912
378
$26.8M 0.01%
800,000
-3,038,557
379
$26.2M 0.01%
592,000
380
$25.8M 0.01%
3,286,400
381
$25.4M 0.01%
4,054,004
+4,053,913
382
$24.2M 0.01%
620,000
383
$23.9M 0.01%
510,000
384
$23.6M 0.01%
979,914
385
$22.9M 0.01%
430,000
386
$22.7M 0.01%
1,049,805
+350,289
387
$22.4M 0.01%
537,000
-10,965,140
388
$22.1M 0.01%
+2,313,985
389
$22.1M 0.01%
210,000
390
$21.6M 0.01%
595,000
391
$21M 0.01%
307,704
+91,370
392
$20.1M 0.01%
507,000
393
$19.7M 0.01%
215,164
+46,773
394
$19M 0.01%
552,153
395
$18.8M 0.01%
1,175,486
-1,775,499
396
$18.8M 0.01%
656,000
397
$18.3M 0.01%
559,599
+49,599
398
$18.3M 0.01%
1,010,000
399
$18M 0.01%
1,500,000
400
$17.6M 0.01%
+32,656