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
$286B
AUM Growth
+$9.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1 +$1.32B
2 +$1.23B
3 +$1.21B
4
CTRA icon
Coterra Energy
CTRA
+$827M
5
CXO
CONCHO RESOURCES INC.
CXO
+$621M

Top Sells

1 +$4.27B
2 +$2.33B
3 +$1.28B
4
CVS icon
CVS Health
CVS
+$1.01B
5
COF icon
Capital One
COF
+$963M

Sector Composition

1 Healthcare 20.19%
2 Technology 12.85%
3 Industrials 11.43%
4 Communication Services 10.57%
5 Energy 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$8.9M ﹤0.01%
+264,900
402
$7.67M ﹤0.01%
+229,000
403
$7.65M ﹤0.01%
658,600
404
$6.01M ﹤0.01%
+63,000
405
$5.78M ﹤0.01%
2,580,500
406
$5.71M ﹤0.01%
200,000
407
$5.4M ﹤0.01%
140,000
408
$5.25M ﹤0.01%
+74,100
409
$5.17M ﹤0.01%
156,000
410
$4.27M ﹤0.01%
+125,000
411
$4.07M ﹤0.01%
334,834
+6,439
412
$4.05M ﹤0.01%
266,300
-158,700
413
$3.19M ﹤0.01%
35,902
414
$2.86M ﹤0.01%
+111,511
415
$2.79M ﹤0.01%
68,000
416
$2.1M ﹤0.01%
54,000
-5,479,850
417
$1.93M ﹤0.01%
68,600
418
-1,621,500
419
-216,800
420
-12,476,908
421
-13,446,652
422
-141,000
423
-182,000
424
-2,587,087
425
-4,300,000