Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $499B
 

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 Return
-6.67%
1 Year Return
+30.87%
3 Year Return
+131.94%
5 Year Return
+208.22%
10 Year Return
+564.75%
AUM
$280B
AUM Growth
+$280B
Cap. Flow
+$5.45B
Cap. Flow %
1.95%
Top 10 Hldgs %
24.98%
Holding
460
New
27
Increased
145
Reduced
112
Closed
18

Sector Composition

1 Healthcare 20.04%
2 Communication Services 12.94%
3 Industrials 11.76%
4 Technology 11.69%
5 Consumer Staples 8.73%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
EQR icon
426
Equity Residential
EQR
$25.3B
-750,500 Closed -$52.7M
J icon
427
Jacobs Solutions
J
$17.5B
-6,172,500 Closed -$251M
EVH icon
428
Evolent Health
EVH
$1.12B
-350,000 Closed -$6.83M
JBLU icon
429
JetBlue
JBLU
$1.95B
-1,050,000 Closed -$21.8M
KN icon
430
Knowles
KN
$1.83B
-300,000 Closed -$5.43M
UAL icon
431
United Airlines
UAL
$34B
-600,000 Closed -$31.8M
WW
432
DELISTED
WW International
WW
-1,705,000 Closed -$8.27M
CLR
433
DELISTED
CONTINENTAL RESOURCES INC.
CLR
-3,869,736 Closed -$164M
GRUB
434
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
-148,200 Closed -$5.05M
FIT
435
DELISTED
Fitbit, Inc. Class A common stock
FIT
-500,000 Closed -$19.1M
TSG
436
DELISTED
The Stars Group Inc.
TSG
-5,000,000 Closed -$137M
HIFR
437
DELISTED
InfraREIT, Inc.
HIFR
-350,000 Closed -$9.93M
TW
438
DELISTED
TOWERS WATSON & CO COM STK CL A (DE)
TW
-4,324,537 Closed -$544M
DTV
439
DELISTED
DIRECTV COM STK (DE)
DTV
-7,995,804 Closed -$742M
CTRX
440
DELISTED
CATAMARAN CORP COM STK (CDA)
CTRX
-308,948 Closed -$18.9M
KRFT
441
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
-16,303,687 Closed -$1.39B
MWV
442
DELISTED
MEADWESTVACO CORP
MWV
-927,000 Closed -$43.7M