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
$542B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$2.66B
3 +$1.71B
4
ORCL icon
Oracle
ORCL
+$1.63B
5
NVDA icon
NVIDIA
NVDA
+$1.15B

Top Sells

1 +$3.92B
2 +$2.3B
3 +$2.28B
4
SHOP icon
Shopify
SHOP
+$1.22B
5
LVS icon
Las Vegas Sands
LVS
+$1.09B

Sector Composition

1 Technology 31.36%
2 Healthcare 13.6%
3 Consumer Discretionary 12.13%
4 Financials 10.03%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IWF icon
426
iShares Russell 1000 Growth ETF
IWF
$117B
$1.32M ﹤0.01%
2,768
+2,155
VXUS icon
427
Vanguard Total International Stock ETF
VXUS
$140B
$963K ﹤0.01%
+12,709
NOC icon
428
Northrop Grumman
NOC
$101B
$866K ﹤0.01%
1,519
+33
TTE icon
429
TotalEnergies
TTE
$169B
$838K ﹤0.01%
+12,860
AIZ icon
430
Assurant
AIZ
$11.5B
$822K ﹤0.01%
3,411
+260
ARW icon
431
Arrow Electronics
ARW
$7.86B
$643K ﹤0.01%
5,839
+128
RVTY icon
432
Revvity
RVTY
$11.1B
$571K ﹤0.01%
5,904
+318
STZ icon
433
Constellation Brands
STZ
$27B
$569K ﹤0.01%
4,121
-492,219
AL icon
434
Air Lease Corp
AL
$7.27B
-1,625,000
ASPI icon
435
ASP Isotopes
ASPI
$708M
-2,043,567
BRBR icon
436
BellRing Brands
BRBR
$2.21B
-4,740,349
CFLT icon
437
Confluent
CFLT
$11B
-1,475,965
CMG icon
438
Chipotle Mexican Grill
CMG
$49.6B
-9,647,801
CPNG icon
439
Coupang
CPNG
$34.2B
-205,724
DNN icon
440
Denison Mines
DNN
$3.82B
-8,024,816
DXCM icon
441
DexCom
DXCM
$28.6B
-2,367,676
ESTC icon
442
Elastic
ESTC
$6.49B
-833,950
FCN icon
443
FTI Consulting
FCN
$5.19B
-147,614
FND icon
444
Floor & Decor
FND
$7.56B
-850,023
GENI icon
445
Genius Sports
GENI
$1.53B
-7,869,105
GSK icon
446
GSK
GSK
$117B
-1,794,427
ICLR icon
447
Icon
ICLR
$8.1B
-164,563
LNW
448
DELISTED
Light & Wonder
LNW
-1,986,835
MKSI icon
449
MKS Inc
MKSI
$16.4B
-387,153
NCNO icon
450
nCino
NCNO
$1.91B
-2,229,082