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Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $645B
1-Year Est. Return 30.41%
 

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
-1.87%
1 Year Est. Return
+30.41%
3 Year Est. Return
+111.06%
5 Year Est. Return
+151.95%
10 Year Est. Return
+612.68%
AUM
$645B
AUM Growth
+$103B
Cap. Flow
+$134B
Cap. Flow %
20.75%
Top 10 Hldgs %
35.32%
Holding
499
New
65
Increased
213
Reduced
159
Closed
40

Sector Composition

1 Technology 29.96%
2 Healthcare 12.5%
3 Consumer Discretionary 11.56%
4 Industrials 9.85%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ARW icon
451
Arrow Electronics
ARW
$10.3B
$755K ﹤0.01%
5,268
-571
-10% -$78.3K
CGUS icon
452
Capital Group Core Equity ETF
CGUS
$11.3B
$558K ﹤0.01%
+14,514
New +$584K
IWF icon
453
iShares Russell 1000 Growth ETF
IWF
$126B
$508K ﹤0.01%
4,944
-6,128
-55% -$696K
IWB icon
454
iShares Russell 1000 ETF
IWB
$48.3B
$462K ﹤0.01%
+1,333
New +$497K
IBN icon
455
ICICI Bank
IBN
$105B
$287K ﹤0.01%
+11,389
New +$334K
MCO icon
456
Moody's
MCO
$86.6B
$282K ﹤0.01%
+647
New +$306K
VXUS icon
457
Vanguard Total International Stock ETF
VXUS
$153B
$226K ﹤0.01%
3,023
-9,686
-76% -$769K
VV icon
458
Vanguard Large-Cap ETF
VV
$52.6B
$215K ﹤0.01%
+740
New +$232K
ALC icon
459
Alcon
ALC
$33.7B
-278,268
Closed -$22.1M
BYRN icon
460
Byrna Technologies
BYRN
$86.7M
-1,405,931
Closed -$23.6M
C icon
461
Citigroup
C
$240B
-4,543,822
Closed -$530M
CBZ icon
462
CBIZ
CBZ
$2.17B
-2,914,541
Closed -$147M
CLBT icon
463
Cellebrite
CLBT
$4.02B
-2,405,172
Closed -$43.4M
COF icon
464
Capital One
COF
$125B
-5,887,545
Closed -$1.43B
CVBF icon
465
CVB Financial
CVBF
$3.96B
-2,131,818
Closed -$39.7M
CVLT icon
466
Commault Systems
CVLT
$6.16B
-233,956
Closed -$29.3M
CZR icon
467
Caesars Entertainment
CZR
$6.04B
-9,915,236
Closed -$232M
DOMO icon
468
Domo
DOMO
$153M
-2,975,558
Closed -$25.1M
EIX icon
469
Edison International
EIX
$29.2B
-1,148,661
Closed -$68.9M
ELVN icon
470
Enliven Therapeutics
ELVN
$3.63B
-1,304,346
Closed -$20.1M
EQT icon
471
EQT Corp
EQT
$31.1B
-12,521,749
Closed -$671M
ESNT icon
472
Essent Group
ESNT
$5.98B
-363,372
Closed -$23.6M
FA icon
473
First Advantage
FA
$3.53B
-4,864,471
Closed -$70.7M
FCNCA icon
474
First Citizens BancShares
FCNCA
$24.4B
-112,144
Closed -$241M
GIS icon
475
General Mills
GIS
$19.5B
-2,734,427
Closed -$127M

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