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
$486B
AUM Growth
+$5.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1 +$3.14B
2 +$2.28B
3 +$1.9B
4
LLY icon
Eli Lilly
LLY
+$1.15B
5
WFC icon
Wells Fargo
WFC
+$998M

Top Sells

1 +$2.46B
2 +$2.29B
3 +$1.78B
4
BLK icon
Blackrock
BLK
+$1.48B
5
CARR icon
Carrier Global
CARR
+$1.35B

Sector Composition

1 Technology 26.7%
2 Healthcare 14.54%
3 Consumer Discretionary 13.72%
4 Industrials 11.27%
5 Communication Services 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$20.1M ﹤0.01%
96,785
402
$17.5M ﹤0.01%
14,279
+16
403
$15.8M ﹤0.01%
2,076,844
-2,076,844
404
$15.5M ﹤0.01%
1,653,287
-3,663,119
405
$14.9M ﹤0.01%
+462,454
406
$13.9M ﹤0.01%
+628,056
407
$13.9M ﹤0.01%
+271,122
408
$12.4M ﹤0.01%
154,914
409
$11.8M ﹤0.01%
+107,501
410
$11.7M ﹤0.01%
1,442,516
+239,631
411
$9.86M ﹤0.01%
+22,104
412
$9.15M ﹤0.01%
+387,875
413
$8.37M ﹤0.01%
4,500,000
414
$7.47M ﹤0.01%
59,523
415
$7.09M ﹤0.01%
302,677
416
$6.56M ﹤0.01%
26,345
-6,705
417
$5.69M ﹤0.01%
69,126
-2,308,980
418
$4.68M ﹤0.01%
51,200
-54,368
419
$4.52M ﹤0.01%
205,714
420
$4.18M ﹤0.01%
+25,516
421
$4.17M ﹤0.01%
52,123
422
$4.14M ﹤0.01%
48,250
-6,636
423
$3.65M ﹤0.01%
30,948
+14,045
424
$3.57M ﹤0.01%
5,129
+1,344
425
$3.51M ﹤0.01%
224,010
+6,542