Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $533B
1-Year Est. Return 30.79%
 

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 Est. Return
1 Year Est. Return
+30.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$499B
AUM Growth
+$39.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1 +$7.3B
2 +$3.9B
3 +$3.78B
4
ANET icon
Arista Networks
ANET
+$1.4B
5
D icon
Dominion Energy
D
+$1.23B

Top Sells

1 +$4.7B
2 +$2.61B
3 +$2.56B
4
GEHC icon
GE HealthCare
GEHC
+$2.31B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.77B

Sector Composition

1 Technology 29.16%
2 Consumer Discretionary 13.59%
3 Healthcare 12.72%
4 Industrials 11.43%
5 Financials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IVV icon
426
iShares Core S&P 500 ETF
IVV
$667B
$320K ﹤0.01%
+518
IWF icon
427
iShares Russell 1000 Growth ETF
IWF
$123B
$277K ﹤0.01%
658
+17
GEV icon
428
GE Vernova
GEV
$151B
$228K ﹤0.01%
438
-715,002
LGF.A
429
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
-2,825,000
LGF.B
430
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
-19,760,621
KRMN
431
Karman Holdings
KRMN
$7.94B
-450,000
TTAN
432
ServiceTitan Inc
TTAN
$8.27B
-175,143
UCB
433
United Community Banks
UCB
$3.64B
-1,174,113
LOAR icon
434
Loar Holdings
LOAR
$6.42B
-70,460
YETI icon
435
Yeti Holdings
YETI
$2.95B
-2,625,109
WWW icon
436
Wolverine World Wide
WWW
$1.28B
-222,866
WTW icon
437
Willis Towers Watson
WTW
$31.1B
-182,572
WST icon
438
West Pharmaceutical
WST
$19.2B
-390,678
WSM icon
439
Williams-Sonoma
WSM
$22.7B
-700,051
VXUS icon
440
Vanguard Total International Stock ETF
VXUS
$108B
-3,907
VRSK icon
441
Verisk Analytics
VRSK
$30.3B
-45,655
VLRS
442
Controladora Vuela Compañía de Aviación
VLRS
$763M
-2,534,884
USB icon
443
US Bancorp
USB
$73.5B
-2,021,517
TSCO icon
444
Tractor Supply
TSCO
$29.7B
-495,340
TFII icon
445
TFI International
TFII
$7.02B
-2,154,253
TCOM icon
446
Trip.com Group
TCOM
$48.7B
-3,897,635
SKX
447
DELISTED
Skechers
SKX
-2,137,293
SCI icon
448
Service Corp International
SCI
$11.2B
-52,165
S icon
449
SentinelOne
S
$5.53B
-1,784,563
RH icon
450
RH
RH
$2.97B
-150,000