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
$295B
AUM Growth
+$5.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1 +$3.95B
2 +$1.42B
3 +$1.36B
4
CNQ icon
Canadian Natural Resources
CNQ
+$966M
5
USB icon
US Bancorp
USB
+$658M

Top Sells

1 +$2.4B
2 +$2.3B
3 +$1.75B
4
GS icon
Goldman Sachs
GS
+$1.15B
5
BRCM
BROADCOM CORP CL-A
BRCM
+$1.12B

Sector Composition

1 Healthcare 21.03%
2 Technology 12.36%
3 Industrials 11.39%
4 Communication Services 10.61%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$12M ﹤0.01%
314,790
402
$11.3M ﹤0.01%
250,000
403
$11.3M ﹤0.01%
+713,017
404
$11.1M ﹤0.01%
229,449
-2,395,470
405
$9.94M ﹤0.01%
343,000
+70,000
406
$9.28M ﹤0.01%
2,222,222
407
$9.25M ﹤0.01%
264,900
408
$8.84M ﹤0.01%
253,148
409
$8.29M ﹤0.01%
+500,000
410
$8.1M ﹤0.01%
+180,000
411
$7.93M ﹤0.01%
608,375
412
$6.38M ﹤0.01%
134,750
413
$5.88M ﹤0.01%
+175,000
414
$5.73M ﹤0.01%
140,000
-55,720
415
$5.41M ﹤0.01%
1,027,824
416
$5.38M ﹤0.01%
74,100
417
$4.7M ﹤0.01%
125,000
418
$3.8M ﹤0.01%
+129,624
419
$3.69M ﹤0.01%
2,580,500
420
$3.01M ﹤0.01%
337,624
+2,790
421
$2.38M ﹤0.01%
658,600
422
$2.36M ﹤0.01%
+70,000
423
$1.67M ﹤0.01%
54,000
424
$1.6M ﹤0.01%
35,902
425
$1.59M ﹤0.01%
68,000