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
$453B
AUM Growth
+$24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1 +$2.56B
2 +$1.88B
3 +$1.45B
4
GE icon
GE Aerospace
GE
+$1.44B
5
MELI icon
Mercado Libre
MELI
+$1.06B

Top Sells

1 +$3.51B
2 +$2.07B
3 +$1.92B
4
C icon
Citigroup
C
+$1.75B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.49B

Sector Composition

1 Technology 22.93%
2 Healthcare 14.65%
3 Consumer Discretionary 14.23%
4 Communication Services 12.66%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$27.2M 0.01%
282,978
+125
402
$27.1M 0.01%
534,821
-98,429
403
$26.5M 0.01%
189,361
404
$26.4M 0.01%
425,000
+50,000
405
$25.9M 0.01%
1,950,000
-2,245,200
406
$24.8M 0.01%
700,000
407
$22M ﹤0.01%
438,505
408
$20.9M ﹤0.01%
350,000
409
$20.5M ﹤0.01%
1,023,260
410
$18.2M ﹤0.01%
735,144
-241,427
411
$17.8M ﹤0.01%
4,500,000
412
$16.9M ﹤0.01%
487,305
-212,521
413
$16.6M ﹤0.01%
698,300
414
$15.6M ﹤0.01%
888,108
+277,500
415
$15.6M ﹤0.01%
178,543
-2,411,492
416
$14.8M ﹤0.01%
356,600
417
$13.5M ﹤0.01%
+1,118
418
$12.7M ﹤0.01%
900,000
-489,096
419
$9.92M ﹤0.01%
2,350,000
420
$8.03M ﹤0.01%
1,067,579
421
$7.97M ﹤0.01%
351,000
+169,500
422
$7.49M ﹤0.01%
+115,210
423
$7.06M ﹤0.01%
280,435
+25,375
424
$5.61M ﹤0.01%
7,010
-2,406
425
$4.82M ﹤0.01%
45,443
+36,215