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
$405B
AUM Growth
-$47.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1 +$2.12B
2 +$2.08B
3 +$1.94B
4
AAPL icon
Apple
AAPL
+$1.63B
5
EPAM icon
EPAM Systems
EPAM
+$1.42B

Top Sells

1 +$3.04B
2 +$2.69B
3 +$1.99B
4
HD icon
Home Depot
HD
+$1.46B
5
CSX icon
CSX Corp
CSX
+$1.17B

Sector Composition

1 Technology 21.43%
2 Healthcare 14.23%
3 Consumer Discretionary 12.89%
4 Industrials 10.06%
5 Communication Services 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$23.8M 0.01%
+490,000
402
$22.8M 0.01%
918,800
403
$22.5M 0.01%
2,210,048
-2,912,207
404
$21.8M 0.01%
4,500,000
405
$17.1M ﹤0.01%
+304,800
406
$16.9M ﹤0.01%
+414,450
407
$16.6M ﹤0.01%
4,500,000
+2,150,000
408
$16M ﹤0.01%
189,361
409
$15.9M ﹤0.01%
96,723
-250,296
410
$13.2M ﹤0.01%
+483,350
411
$12.7M ﹤0.01%
195,000
-732,493
412
$12.4M ﹤0.01%
1,066,345
-1,234
413
$11.8M ﹤0.01%
356,600
414
$11.7M ﹤0.01%
163,608
-14,935
415
$10.6M ﹤0.01%
487,305
416
$10.1M ﹤0.01%
+1,427,000
417
$9.08M ﹤0.01%
643,982
-91,162
418
$8.51M ﹤0.01%
+165,700
419
$8.26M ﹤0.01%
+22,561
420
$7.96M ﹤0.01%
495,009
-393,099
421
$6.3M ﹤0.01%
299,380
+18,945
422
$6.17M ﹤0.01%
1,118
423
$3.73M ﹤0.01%
5,449
-1,561
424
$3.71M ﹤0.01%
45,670
425
$3.57M ﹤0.01%
+156,278