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
$486B
AUM Growth
+$5.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1 +$3.14B
2 +$2.28B
3 +$1.9B
4
LLY icon
Eli Lilly
LLY
+$1.15B
5
WFC icon
Wells Fargo
WFC
+$998M

Top Sells

1 +$2.46B
2 +$2.29B
3 +$1.78B
4
BLK icon
Blackrock
BLK
+$1.48B
5
CARR icon
Carrier Global
CARR
+$1.35B

Sector Composition

1 Technology 26.7%
2 Healthcare 14.54%
3 Consumer Discretionary 13.72%
4 Industrials 11.27%
5 Communication Services 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$38.2M 0.01%
631,987
-268,013
377
$37M 0.01%
+1,191,533
378
$36.5M 0.01%
1,344,115
379
$36.5M 0.01%
326,828
-212,503
380
$36.2M 0.01%
381,977
+146,481
381
$36M 0.01%
+350,000
382
$35.8M 0.01%
168,515
383
$35.5M 0.01%
2,000,000
384
$33.9M 0.01%
4,556,617
-30,875
385
$32.7M 0.01%
1,019,386
-46
386
$32.3M 0.01%
170,649
387
$31.8M 0.01%
681,446
-6,032
388
$31.8M 0.01%
1,400,559
+95,944
389
$31.5M 0.01%
108,853
-36,617
390
$27.9M 0.01%
250,845
391
$27.6M 0.01%
2,100,000
392
$26.3M 0.01%
356,179
-243,821
393
$25.6M 0.01%
849,093
394
$25M 0.01%
428,466
+45,863
395
$24.1M 0.01%
2,825,000
396
$23.6M ﹤0.01%
1,337,473
-1,995,018
397
$23.3M ﹤0.01%
+693,096
398
$22.7M ﹤0.01%
129,865
-5,136
399
$21.3M ﹤0.01%
694,940
400
$20.7M ﹤0.01%
+280,460