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
$321B
AUM Growth
-$84.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1 +$1.41B
2 +$945M
3 +$890M
4
RTX icon
RTX Corp
RTX
+$675M
5
VZ icon
Verizon
VZ
+$660M

Top Sells

1 +$1.81B
2 +$1.49B
3 +$1.06B
4
SCHW icon
Charles Schwab
SCHW
+$1.02B
5
AVGO icon
Broadcom
AVGO
+$965M

Sector Composition

1 Technology 19.65%
2 Healthcare 16.3%
3 Consumer Discretionary 11.31%
4 Industrials 10.89%
5 Financials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$24.4M 0.01%
362,661
-760,738
377
$24.3M 0.01%
267,626
-275,214
378
$24.2M 0.01%
454,900
+150,100
379
$24M 0.01%
112,000
380
$23M 0.01%
5,040,000
-422,497
381
$22.3M 0.01%
2,100,000
382
$21.2M 0.01%
2,729,250
383
$19.3M 0.01%
4,500,000
384
$18.7M 0.01%
1,115,100
+63,742
385
$18.2M 0.01%
5,907,296
+1,777,647
386
$18.1M 0.01%
300,000
387
$16.4M 0.01%
386,600
388
$16.2M 0.01%
623,800
+267,200
389
$16M 0.01%
350,000
390
$15.7M ﹤0.01%
189,361
391
$15.4M ﹤0.01%
918,800
392
$14.9M ﹤0.01%
501,300
+86,850
393
$14.8M ﹤0.01%
1,066,345
394
$10.1M ﹤0.01%
+2,606,121
395
$8.84M ﹤0.01%
41,674
+19,113
396
$8.24M ﹤0.01%
568,785
-2,823,215
397
$7.33M ﹤0.01%
483,350
398
$7.12M ﹤0.01%
163,608
399
$6.31M ﹤0.01%
487,305
400
$5.88M ﹤0.01%
210,400
+44,700