Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $542B
1-Year Est. Return 32.07%
 

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
+32.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442B
AUM Growth
+$35.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1 +$2.61B
2 +$1.95B
3 +$1.21B
4
AMZN icon
Amazon
AMZN
+$1.14B
5
APD icon
Air Products & Chemicals
APD
+$1.06B

Top Sells

1 +$2.31B
2 +$1.52B
3 +$1.12B
4
UNH icon
UnitedHealth
UNH
+$1B
5
HUM icon
Humana
HUM
+$917M

Sector Composition

1 Technology 25.38%
2 Healthcare 15.36%
3 Industrials 13.38%
4 Consumer Discretionary 12.48%
5 Financials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$4.25M ﹤0.01%
27,895
-557,132
402
$4.22M ﹤0.01%
246,110
+1,635
403
$3.66M ﹤0.01%
205,714
404
$3.36M ﹤0.01%
203,780
+68,966
405
$2.82M ﹤0.01%
52,123
406
$2.81M ﹤0.01%
+14,416
407
$2.77M ﹤0.01%
233,631
+84,063
408
$2.13M ﹤0.01%
30,930
-119
409
$1.29M ﹤0.01%
2,463
-2,607
410
$1.11M ﹤0.01%
10,040
-13,842
411
-242,255
412
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413
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414
-19,430
415
-225,000
416
-120,000
417
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418
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419
-165,978
420
-536,700
421
-2,301,472
422
-2,002,097
423
-235,601
424
-256,000
425
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