Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $499B
1-Year Est. Return 30.87%
 

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
+30.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$499B
AUM Growth
+$39.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$7.3B
2
+$3.9B
3
+$3.78B
4
ANET icon
Arista Networks
ANET
+$1.4B
5
D icon
Dominion Energy
D
+$1.23B

Top Sells

1
+$4.7B
2
+$2.61B
3
+$2.56B
4
GEHC icon
GE HealthCare
GEHC
+$2.31B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.77B

Sector Composition

1 Technology 29.16%
2 Consumer Discretionary 13.59%
3 Healthcare 12.72%
4 Industrials 11.43%
5 Financials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
426
iShares Core S&P 500 ETF
IVV
$660B
$320K ﹤0.01%
+518
IWF icon
427
iShares Russell 1000 Growth ETF
IWF
$122B
$277K ﹤0.01%
658
+17
GEV icon
428
GE Vernova
GEV
$168B
$228K ﹤0.01%
438
-715,002
AVDX icon
429
AvidXchange
AVDX
$2.08B
– –
-164,986
BEKE icon
430
KE Holdings
BEKE
$21.5B
– –
-18,172,622
BMY icon
431
Bristol-Myers Squibb
BMY
$88.8B
– –
-1,150,000
BPMC
432
DELISTED
Blueprint Medicines
BPMC
– –
-311,137
CCCS icon
433
CCC Intelligent Solutions
CCCS
$6.04B
– –
-719,325
CHD icon
434
Church & Dwight Co
CHD
$21B
– –
-1,247,188
CHTR icon
435
Charter Communications
CHTR
$36.1B
– –
-1,626,990
CROX icon
436
Crocs
CROX
$4.52B
– –
-107,501
CUBE icon
437
CubeSmart
CUBE
$9.37B
– –
-607,296
DAL icon
438
Delta Air Lines
DAL
$40.3B
– –
-631,987
DIN icon
439
Dine Brands
DIN
$441M
– –
-999,093
GM icon
440
General Motors
GM
$55B
– –
-2,624,075
GO icon
441
Grocery Outlet
GO
$1.51B
– –
-3,559,597
GPCR icon
442
Structure Therapeutics
GPCR
$1.68B
– –
-2,164,145
GTLB icon
443
GitLab
GTLB
$7.28B
– –
-2,050,027
HBI icon
444
Hanesbrands
HBI
$2.42B
– –
-3,420,374
IART icon
445
Integra LifeSciences
IART
$1.11B
– –
-825,742
KHC icon
446
Kraft Heinz
KHC
$29.8B
– –
-694,940
LE icon
447
Lands' End
LE
$479M
– –
-2,100,000
LEVI icon
448
Levi Strauss
LEVI
$8.38B
– –
-6,625,378
LIVN icon
449
LivaNova
LIVN
$2.92B
– –
-2,078,430
MAR icon
450
Marriott International
MAR
$72.3B
– –
-361,603
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