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
$255B
AUM Growth
-$78.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1 +$1.29B
2 +$1.19B
3 +$967M
4
HD icon
Home Depot
HD
+$876M
5
PYPL icon
PayPal
PYPL
+$849M

Top Sells

1 +$2.85B
2 +$1.82B
3 +$1.76B
4
FIS icon
Fidelity National Information Services
FIS
+$1.48B
5
ABT icon
Abbott
ABT
+$1.41B

Sector Composition

1 Healthcare 20.99%
2 Technology 17.56%
3 Communication Services 15.03%
4 Consumer Discretionary 12.64%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$2.52M ﹤0.01%
3,152,474
-130,446
377
$1.92M ﹤0.01%
165,100
+59,100
378
$1.75M ﹤0.01%
145,585
+68,700
379
$1.58M ﹤0.01%
16,358
-35,154
380
$1.41M ﹤0.01%
45,670
381
$917K ﹤0.01%
100,000
-1,650,000
382
$645K ﹤0.01%
+32,558
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$557K ﹤0.01%
35,661
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384
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9,772
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$260K ﹤0.01%
+993
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33,691
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73,226
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19,221
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$104K ﹤0.01%
+22,350
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1,239
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393
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1,337
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$7K ﹤0.01%
+159
395
$2K ﹤0.01%
79
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396
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397
-4,957,396
398
-3,544,056
399
-480,000
400
-2,005,695