Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $542B
1-Year Est. Return 32.05%
 

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
+32.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$481B
AUM Growth
+$25.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1 +$1.33B
2 +$1.24B
3 +$914M
4
FCNCA icon
First Citizens BancShares
FCNCA
+$828M
5
SW
Smurfit Westrock
SW
+$824M

Top Sells

1 +$2.84B
2 +$1.88B
3 +$1.74B
4
NVDA icon
NVIDIA
NVDA
+$1.45B
5
RTX icon
RTX Corp
RTX
+$1.37B

Sector Composition

1 Technology 25.1%
2 Healthcare 15.51%
3 Consumer Discretionary 13.14%
4 Industrials 12.43%
5 Communication Services 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$4.99M ﹤0.01%
52,123
402
$3.99M ﹤0.01%
217,468
+3,900
403
$3.19M ﹤0.01%
3,785
+93
404
$3.04M ﹤0.01%
100,000
-999,207
405
$2.91M ﹤0.01%
263,141
+5,367
406
$2.23M ﹤0.01%
49,593
407
$2.03M ﹤0.01%
3,550
-477
408
$2.02M ﹤0.01%
16,903
+7,592
409
$1.52M ﹤0.01%
78,855
-177,405
410
$327K ﹤0.01%
+6,175
411
$295K ﹤0.01%
+70
412
$283K ﹤0.01%
2,530
-28
413
$274K ﹤0.01%
3,500
414
$207K ﹤0.01%
+1,041
415
$203K ﹤0.01%
+1,531
416
-14,045,446
417
-527,742
418
-697,385
419
-2,088,973
420
-975,920
421
-4,794,483
422
-3,551,069
423
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424
-1,864,932
425
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