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
$366B
AUM Growth
+$14.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1 +$3.69B
2 +$1.73B
3 +$1.21B
4
MO icon
Altria Group
MO
+$1.21B
5
ABT icon
Abbott
ABT
+$1.09B

Top Sells

1 +$2.08B
2 +$2.06B
3 +$1.28B
4
VZ icon
Verizon
VZ
+$1.06B
5
GE icon
GE Aerospace
GE
+$972M

Sector Composition

1 Healthcare 20.35%
2 Communication Services 14.02%
3 Technology 13.86%
4 Consumer Discretionary 11.76%
5 Financials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$2.36M ﹤0.01%
337,643
427
$13K ﹤0.01%
1,250
+1,175
428
$2K ﹤0.01%
11
-1
429
$1K ﹤0.01%
104
430
$1K ﹤0.01%
21
431
$1K ﹤0.01%
22
-2
432
$1K ﹤0.01%
26
433
$1K ﹤0.01%
12
434
$1K ﹤0.01%
7
435
$0 ﹤0.01%
3
436
-312,000
437
-8,806,501
438
-300,004
439
-2,239,200
440
-1,577,152
441
-71,020
442
-1,000,000
443
-2,857,000
444
-1,000,000
445
$0 ﹤0.01%
7
446
-1,500,000
447
-2,046,430
448
-4,644,317
449
-1,128,125
450
-4,437,232