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
$331B
AUM Growth
+$26.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1 +$1.54B
2 +$1.12B
3 +$967M
4
NFLX icon
Netflix
NFLX
+$943M
5
GE icon
GE Aerospace
GE
+$924M

Top Sells

1 +$1.58B
2 +$1.54B
3 +$1.47B
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.43B
5
MSFT icon
Microsoft
MSFT
+$1.22B

Sector Composition

1 Technology 18.98%
2 Healthcare 17.33%
3 Industrials 12.85%
4 Consumer Discretionary 11.86%
5 Financials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$24.8M 0.01%
507,242
+368,117
377
$24.7M 0.01%
+134,326
378
$24.6M 0.01%
146,564
379
$23.7M 0.01%
674,991
380
$21.8M 0.01%
435,000
+273,915
381
$20.3M 0.01%
2,221,167
-6,000,000
382
$19.5M 0.01%
227,725
+38,364
383
$19.3M 0.01%
+2,081,075
384
$17.9M 0.01%
4,185,755
+1,579,634
385
$17.8M 0.01%
497,858
+287,458
386
$17.5M 0.01%
4,500,000
387
$16.3M ﹤0.01%
4,216,866
-823,134
388
$15.9M ﹤0.01%
2,100,000
389
$15.9M ﹤0.01%
350,000
390
$15.7M ﹤0.01%
623,800
391
$15.5M ﹤0.01%
1,066,345
392
$15.5M ﹤0.01%
+518,439
393
$15.4M ﹤0.01%
+363,724
394
$14M ﹤0.01%
222,885
-301,422
395
$12.6M ﹤0.01%
255,860
+103,660
396
$12.5M ﹤0.01%
237,764
397
$11.2M ﹤0.01%
+404,700
398
$10.6M ﹤0.01%
+156,380
399
$10.3M ﹤0.01%
+151,738
400
$9.76M ﹤0.01%
1,034,108
+10,059