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
$542B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$2.66B
3 +$1.71B
4
ORCL icon
Oracle
ORCL
+$1.63B
5
NVDA icon
NVIDIA
NVDA
+$1.15B

Top Sells

1 +$3.92B
2 +$2.3B
3 +$2.28B
4
SHOP icon
Shopify
SHOP
+$1.22B
5
LVS icon
Las Vegas Sands
LVS
+$1.09B

Sector Composition

1 Technology 31.32%
2 Healthcare 13.6%
3 Consumer Discretionary 12.18%
4 Financials 10.03%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IWF icon
426
iShares Russell 1000 Growth ETF
IWF
$130B
$1.32M ﹤0.01%
11,072
+8,620
VXUS icon
427
Vanguard Total International Stock ETF
VXUS
$146B
$963K ﹤0.01%
+12,709
NOC icon
428
Northrop Grumman
NOC
$77.5B
$866K ﹤0.01%
1,519
+33
TTE icon
429
TotalEnergies
TTE
$203B
$838K ﹤0.01%
+12,860
AIZ icon
430
Assurant
AIZ
$12.7B
$822K ﹤0.01%
3,411
+260
ARW icon
431
Arrow Electronics
ARW
$10.8B
$643K ﹤0.01%
5,839
+128
RVTY icon
432
Revvity
RVTY
$10.6B
$571K ﹤0.01%
5,904
+318
STZ icon
433
Constellation Brands
STZ
$24.2B
$569K ﹤0.01%
4,121
-492,219
GSK icon
434
GSK
GSK
$99.8B
-1,794,427
GENI icon
435
Genius Sports
GENI
$1.16B
-7,869,105
FND icon
436
Floor & Decor
FND
$4.81B
-850,023
FCN icon
437
FTI Consulting
FCN
$4.42B
-147,614
ESTC icon
438
Elastic
ESTC
$5.24B
-833,950
DXCM icon
439
DexCom
DXCM
$24B
-2,367,676
DNN icon
440
Denison Mines
DNN
$3B
-8,024,816
CPNG icon
441
Coupang
CPNG
$29.2B
-205,724
CMG icon
442
Chipotle Mexican Grill
CMG
$42.3B
-9,647,801
CFLT
443
DELISTED
Confluent
CFLT
-1,475,965
KLAR
444
Klarna Group
KLAR
$5.83B
-103,490
FLY
445
Firefly Aerospace
FLY
$6.61B
-282,338
FIG
446
Figma
FIG
$12.4B
-806,640
VOYG
447
Voyager Technologies
VOYG
$1.98B
-61,500
BA.PRA
448
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$8.21B
-406,339
LION icon
449
Lionsgate Studios
LION
$3.61B
-6,290,244
ALB.PRA icon
450
Albemarle Corp Depositary Shares
ALB.PRA
$3.35B
-4,620,404