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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
$133B
$1.32M ﹤0.01%
11,072
+8,620
VXUS icon
427
Vanguard Total International Stock ETF
VXUS
$151B
$963K ﹤0.01%
+12,709
NOC icon
428
Northrop Grumman
NOC
$70.6B
$866K ﹤0.01%
1,519
+33
TTE icon
429
TotalEnergies
TTE
$174B
$838K ﹤0.01%
+12,860
AIZ icon
430
Assurant
AIZ
$13.2B
$822K ﹤0.01%
3,411
+260
ARW icon
431
Arrow Electronics
ARW
$11B
$643K ﹤0.01%
5,839
+128
RVTY icon
432
Revvity
RVTY
$12.4B
$571K ﹤0.01%
5,904
+318
STZ icon
433
Constellation Brands
STZ
$24.1B
$569K ﹤0.01%
4,121
-492,219
VCEL icon
434
Vericel Corp
VCEL
$2.33B
-853,668
ALB.PRA icon
435
Albemarle Corp Depositary Shares
ALB.PRA
$2.46B
-4,620,404
VOYG
436
Voyager Technologies
VOYG
$1.78B
-61,500
FIG
437
Figma
FIG
$9.93B
-806,640
FLY
438
Firefly Aerospace
FLY
$4.73B
-282,338
KLAR
439
Klarna Group
KLAR
$7.7B
-103,490
LION icon
440
Lionsgate Studios
LION
$4.66B
-6,290,244
BA.PRA
441
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$7.77B
-406,339
AL
442
DELISTED
Air Lease Corp
AL
-1,625,000
ASPI icon
443
ASP Isotopes
ASPI
$798M
-2,043,567
BRBR icon
444
BellRing Brands
BRBR
$1.39B
-4,740,349
ICLR icon
445
Icon
ICLR
$13B
-164,563
LNW
446
DELISTED
Light & Wonder
LNW
-1,986,835
MKSI icon
447
MKS Inc
MKSI
$27.8B
-387,153
NCNO icon
448
nCino
NCNO
$1.7B
-2,229,082
NVT icon
449
nVent Electric
NVT
$26.5B
-3,847,016
NXE icon
450
NexGen Energy
NXE
$6.37B
-2,157,119