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
+8.57%
1 Year Return
+30.87%
3 Year Return
+131.94%
5 Year Return
+208.22%
10 Year Return
+564.75%
AUM
$333B
AUM Growth
+$333B
Cap. Flow
-$470M
Cap. Flow %
-0.14%
Top 10 Hldgs %
33.74%
Holding
426
New
27
Increased
162
Reduced
169
Closed
21

Sector Composition

1 Technology 19.95%
2 Healthcare 19.04%
3 Communication Services 14.79%
4 Consumer Discretionary 12.64%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
DKNGW
426
DELISTED
DraftKings Inc. Warrant
DKNGW
-12,171 Closed -$186K