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Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $645B
1-Year Est. Return 30.61%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$645B
AUM Growth
+$103B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1 +$9.76B
2 +$9.53B
3 +$8.35B
4
AMZN icon
Amazon
AMZN
+$6.25B
5
CSCO icon
Cisco
CSCO
+$5.01B

Top Sells

1 +$4.73B
2 +$1.86B
3 +$1.54B
4
AIG icon
American International
AIG
+$1.45B
5
COF icon
Capital One
COF
+$1.43B

Sector Composition

1 Technology 29.96%
2 Healthcare 12.5%
3 Consumer Discretionary 11.56%
4 Industrials 9.85%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KVYO icon
401
Klaviyo
KVYO
$4.04B
$26.2M ﹤0.01%
1,348,445
-1,229,337
IONS icon
402
Ionis Pharmaceuticals
IONS
$12.6B
$24.3M ﹤0.01%
+323,015
ADSK icon
403
Autodesk
ADSK
$39.9B
$24.2M ﹤0.01%
101,135
-2,719
LPX icon
404
Louisiana-Pacific
LPX
$5.18B
$22.8M ﹤0.01%
313,497
-960,000
LKQ icon
405
LKQ Corp
LKQ
$6.56B
$22.8M ﹤0.01%
775,474
-3,100,000
CVCO icon
406
Cavco Industries
CVCO
$4.51B
$22.8M ﹤0.01%
47,014
+24,910
CSW
407
CSW Industrials
CSW
$4.39B
$22.7M ﹤0.01%
+86,925
WOLF icon
408
Wolfspeed
WOLF
$2.54B
$21.9M ﹤0.01%
1,340,291
-958,348
HOOD icon
409
Robinhood
HOOD
$93B
$21.7M ﹤0.01%
+313,264
NPO icon
410
Enpro
NPO
$7.76B
$21.5M ﹤0.01%
+85,708
ROOT icon
411
Root
ROOT
$826M
$21.1M ﹤0.01%
477,124
-177,128
FISV
412
Fiserv Inc
FISV
$25.2B
$20.8M ﹤0.01%
373,129
-981
TER icon
413
Teradyne
TER
$65.8B
$20.8M ﹤0.01%
+70,085
PAR icon
414
PAR Technology
PAR
$634M
$19.7M ﹤0.01%
1,475,268
-1,486,985
NTSK
415
Netskope Inc
NTSK
$3.85B
$19.2M ﹤0.01%
2,261,418
FSS icon
416
Federal Signal
FSS
$7.21B
$19.1M ﹤0.01%
+176,935
CDRE icon
417
Cadre Holdings
CDRE
$1.18B
$18M ﹤0.01%
588,290
-255,193
CR icon
418
Crane Co
CR
$12.3B
$17.6M ﹤0.01%
+102,975
ALK icon
419
Alaska Air
ALK
$5.48B
$17.5M ﹤0.01%
475,350
-2,700,000
MDB icon
420
MongoDB
MDB
$25.8B
$16.9M ﹤0.01%
69,136
-10,111
SPNT icon
421
SiriusPoint
SPNT
$2.78B
$16.1M ﹤0.01%
747,968
-6,700,000
KDP icon
422
Keurig Dr Pepper
KDP
$42B
$14.2M ﹤0.01%
537,730
-626,893
SVV icon
423
Savers
SVV
$1.5B
$13.2M ﹤0.01%
1,770,826
-1,559,633
GEV icon
424
GE Vernova
GEV
$278B
$12.6M ﹤0.01%
+15,330
BHVN icon
425
Biohaven
BHVN
$2.23B
$11.3M ﹤0.01%
1,332,792