We are live on ! Find out more
Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $645B
1-Year Est. Return 30.61%
 

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
+30.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$481B
AUM Growth
+$25.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1 +$1.33B
2 +$1.24B
3 +$914M
4
FCNCA icon
First Citizens BancShares
FCNCA
+$828M
5
SW
Smurfit Westrock
SW
+$824M

Top Sells

1 +$2.84B
2 +$1.88B
3 +$1.74B
4
NVDA icon
NVIDIA
NVDA
+$1.45B
5
RTX icon
RTX Corp
RTX
+$1.37B

Sector Composition

1 Technology 25.06%
2 Healthcare 15.51%
3 Consumer Discretionary 13.19%
4 Industrials 12.43%
5 Communication Services 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-2,227,272
427
-2,413,197
428
-417,174
429
-10,706,835
430
-1,405,646
431
-7,913,104
432
-67,650
433
-1,577,102
434
-1,418,385
435
-1,322,983
436
-1,170,441
437
-603,972
438
-14,045,446
439
-32,549
440
-912,276
441
-1,056,138
442
-1,948,733
443
-607,413
444
-6,945,250
445
-1,446,639
446
-2,088,973
447
-975,920
448
-237,365
449
-776,545