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
$533B
AUM Growth
+$33.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$3.31B
3 +$2.52B
4
AMAT icon
Applied Materials
AMAT
+$2.11B
5
AMZN icon
Amazon
AMZN
+$2.1B

Top Sells

1 +$6.4B
2 +$4.16B
3 +$2.14B
4
MU icon
Micron Technology
MU
+$1.34B
5
AVGO icon
Broadcom
AVGO
+$1.26B

Sector Composition

1 Technology 30.98%
2 Consumer Discretionary 12.79%
3 Healthcare 12.73%
4 Industrials 10.59%
5 Financials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
STRZ
401
Starz Entertainment Corp
STRZ
$195M
$21.9M ﹤0.01%
1,488,612
ASPI icon
402
ASP Isotopes
ASPI
$631M
$19.7M ﹤0.01%
2,043,567
-824,495
WHD icon
403
Cactus
WHD
$3.14B
$19.6M ﹤0.01%
+495,642
NXE icon
404
NexGen Energy
NXE
$5.63B
$19.3M ﹤0.01%
2,157,119
-1,007,199
MCHPP
405
Microchip Technology Inc 7.50% Series A Preferred Stock
MCHPP
$18M ﹤0.01%
304,259
-1,942,960
PBH icon
406
Prestige Consumer Healthcare
PBH
$2.97B
$16.9M ﹤0.01%
270,072
-25,838
BHVN icon
407
Biohaven
BHVN
$1.5B
$15.2M ﹤0.01%
1,011,530
+527,337
ASTS icon
408
AST SpaceMobile
ASTS
$18.9B
$15.1M ﹤0.01%
+307,215
TGT icon
409
Target
TGT
$44.2B
$13.5M ﹤0.01%
150,848
CVCO icon
410
Cavco Industries
CVCO
$4.67B
$12.8M ﹤0.01%
22,104
FLY
411
Firefly Aerospace
FLY
$3.24B
$8.28M ﹤0.01%
+282,338
KIM icon
412
Kimco Realty
KIM
$13.9B
$6.64M ﹤0.01%
303,941
CPNG icon
413
Coupang
CPNG
$44.4B
$6.62M ﹤0.01%
205,724
FUTU icon
414
Futu Holdings
FUTU
$22.5B
$6.17M ﹤0.01%
35,499
SAP icon
415
SAP
SAP
$285B
$6.12M ﹤0.01%
23,213
+322
ING icon
416
ING
ING
$79.3B
$5.53M ﹤0.01%
212,558
+1,036
ASML icon
417
ASML
ASML
$422B
$5.11M ﹤0.01%
5,314
+117
KB icon
418
KB Financial Group
KB
$31B
$5M ﹤0.01%
60,494
+943
BBVA icon
419
Banco Bilbao Vizcaya Argentaria
BBVA
$130B
$4.36M ﹤0.01%
229,295
-123,710
PAC icon
420
Grupo Aeroportuario del Pacifico
PAC
$12.8B
$4.24M ﹤0.01%
17,864
-115,858
BIL icon
421
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43B
$4.06M ﹤0.01%
44,215
-35,780
KLAR
422
Klarna Group
KLAR
$11.4B
$3.79M ﹤0.01%
+103,490
SPY icon
423
SPDR S&P 500 ETF Trust
SPY
$712B
$2.75M ﹤0.01%
4,150
+1,731
NVO icon
424
Novo Nordisk
NVO
$224B
$2.73M ﹤0.01%
49,226
-13,403
JBS
425
JBS N.V.
JBS
$15.8B
$2.19M ﹤0.01%
145,352
+839