Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $542B
1-Year Est. Return 32.05%
 

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
+32.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$2.66B
3 +$1.71B
4
ORCL icon
Oracle
ORCL
+$1.63B
5
NVDA icon
NVIDIA
NVDA
+$1.15B

Top Sells

1 +$3.92B
2 +$2.3B
3 +$2.28B
4
SHOP icon
Shopify
SHOP
+$1.22B
5
LVS icon
Las Vegas Sands
LVS
+$1.09B

Sector Composition

1 Technology 31.36%
2 Healthcare 13.6%
3 Consumer Discretionary 12.13%
4 Financials 10.03%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MCHPP
401
Microchip Technology Inc 7.50% Series A Preferred Stock
MCHPP
$17.7M ﹤0.01%
304,259
WAY
402
Waystar Holding Corp
WAY
$4.99B
$16.2M ﹤0.01%
+495,000
WGS icon
403
GeneDx Holdings
WGS
$2.35B
$16M ﹤0.01%
+122,666
BHVN icon
404
Biohaven
BHVN
$1.48B
$15M ﹤0.01%
1,332,792
+321,262
ASTS icon
405
AST SpaceMobile
ASTS
$24.4B
$14.8M ﹤0.01%
204,386
-102,829
TGT icon
406
Target
TGT
$52B
$14.7M ﹤0.01%
150,848
CVCO icon
407
Cavco Industries
CVCO
$4.47B
$13.1M ﹤0.01%
22,104
STRZ
408
Starz Entertainment Corp
STRZ
$160M
$10.2M ﹤0.01%
870,042
-618,570
SOLS
409
Solstice Advanced Materials
SOLS
$12.4B
$9.62M ﹤0.01%
+198,102
EXR icon
410
Extra Space Storage
EXR
$31.3B
$6.86M ﹤0.01%
52,642
-269,672
KIM icon
411
Kimco Realty
KIM
$15.9B
$6.16M ﹤0.01%
303,941
ING icon
412
ING
ING
$85.4B
$6.11M ﹤0.01%
217,394
+4,836
BTDR icon
413
Bitdeer Technologies
BTDR
$1.85B
$6.01M ﹤0.01%
+536,037
FUTU icon
414
Futu Holdings
FUTU
$21.3B
$5.83M ﹤0.01%
35,499
PAC icon
415
Grupo Aeroportuario del Pacifico
PAC
$13.6B
$5.47M ﹤0.01%
20,755
+2,891
KB icon
416
KB Financial Group
KB
$41.4B
$5.37M ﹤0.01%
62,186
+1,692
BBVA icon
417
Banco Bilbao Vizcaya Argentaria
BBVA
$135B
$5.22M ﹤0.01%
222,810
-6,485
SAP icon
418
SAP
SAP
$238B
$5.08M ﹤0.01%
20,756
-2,457
BIL icon
419
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.1B
$4.51M ﹤0.01%
49,385
+5,170
ASML icon
420
ASML
ASML
$568B
$4.14M ﹤0.01%
3,857
-1,457
SHG icon
421
Shinhan Financial Group
SHG
$33B
$3.83M ﹤0.01%
+71,133
NVO icon
422
Novo Nordisk
NVO
$167B
$2.37M ﹤0.01%
46,323
-2,903
SAN icon
423
Banco Santander
SAN
$189B
$2.33M ﹤0.01%
+196,637
JBS
424
JBS N.V.
JBS
$18.4B
$2.15M ﹤0.01%
148,566
+3,214
ACWI icon
425
iShares MSCI ACWI ETF
ACWI
$28.1B
$2.04M ﹤0.01%
14,359
+8,010