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
$456B
AUM Growth
+$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1 +$7.86B
2 +$2.52B
3 +$2.25B
4
META icon
Meta Platforms (Facebook)
META
+$2.2B
5
BA icon
Boeing
BA
+$1.84B

Top Sells

1 +$10.3B
2 +$5.56B
3 +$2.78B
4
MU icon
Micron Technology
MU
+$1.93B
5
CNQ icon
Canadian Natural Resources
CNQ
+$1.63B

Sector Composition

1 Technology 27.28%
2 Healthcare 15.12%
3 Industrials 12.22%
4 Consumer Discretionary 11.81%
5 Communication Services 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$4.56M ﹤0.01%
697,385
402
$4.32M ﹤0.01%
256,260
+10,150
403
$4.31M ﹤0.01%
205,714
404
$3.8M ﹤0.01%
3,692
-2,023
405
$3.64M ﹤0.01%
213,568
+9,788
406
$3.42M ﹤0.01%
52,123
407
$2.54M ﹤0.01%
257,774
+24,143
408
$2.2M ﹤0.01%
4,027
+1,564
409
$2.17M ﹤0.01%
32,549
+1,619
410
$1.95M ﹤0.01%
49,593
-881,303
411
$1.53M ﹤0.01%
8,795
-6,583,799
412
$1.05M ﹤0.01%
9,311
-729
413
$258K ﹤0.01%
+2,558
414
$231K ﹤0.01%
+3,500
415
-2,138,475
416
-76,118
417
-438,807
418
-1,939,530
419
-1,272,269
420
-2,150,000
421
-33,841,160
422
-1,066,345
423
-215,486
424
-1,493,748
425
-500,000