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
$350B
AUM Growth
+$19.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1 +$3.56B
2 +$1.76B
3 +$1.35B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$864M
5
MA icon
Mastercard
MA
+$788M

Top Sells

1 +$2.53B
2 +$1.95B
3 +$1.55B
4
GM icon
General Motors
GM
+$1.37B
5
UNH icon
UnitedHealth
UNH
+$1.15B

Sector Composition

1 Technology 21.75%
2 Healthcare 16.93%
3 Consumer Discretionary 13.35%
4 Industrials 12.41%
5 Communication Services 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$15.9M ﹤0.01%
374,700
+24,700
377
$15.7M ﹤0.01%
237,764
378
$15.1M ﹤0.01%
623,800
379
$15.1M ﹤0.01%
491,882
+264,316
380
$14.9M ﹤0.01%
25,000
-20,000
381
$13.8M ﹤0.01%
404,700
382
$13.5M ﹤0.01%
1,066,345
383
$13.5M ﹤0.01%
521,099
+2,660
384
$13.2M ﹤0.01%
1,172,900
+164,491
385
$12.9M ﹤0.01%
255,860
386
$12.9M ﹤0.01%
+141,294
387
$12.5M ﹤0.01%
4,216,866
388
$12.2M ﹤0.01%
151,738
389
$11.3M ﹤0.01%
156,380
390
$11.1M ﹤0.01%
+161,883
391
$10.9M ﹤0.01%
117,527
+73,412
392
$10.7M ﹤0.01%
+247,084
393
$9.97M ﹤0.01%
340,285
-624,900
394
$9.85M ﹤0.01%
1,032,553
-1,555
395
$8.48M ﹤0.01%
38,525
-73,248
396
$8.48M ﹤0.01%
290,040
397
$7.87M ﹤0.01%
125,600
398
$7.71M ﹤0.01%
+70,823
399
$7.65M ﹤0.01%
316,713
+75,126
400
$7.26M ﹤0.01%
889,198
-2,606,016