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
$533B
AUM Growth
+$33.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$3.31B
3 +$2.52B
4
AMAT icon
Applied Materials
AMAT
+$2.11B
5
AMZN icon
Amazon
AMZN
+$2.1B

Top Sells

1 +$6.4B
2 +$4.16B
3 +$2.14B
4
MU icon
Micron Technology
MU
+$1.34B
5
AVGO icon
Broadcom
AVGO
+$1.26B

Sector Composition

1 Technology 30.98%
2 Consumer Discretionary 12.79%
3 Healthcare 12.73%
4 Industrials 10.59%
5 Financials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RIO icon
451
Rio Tinto
RIO
$123B
-36,698
SSNC icon
452
SS&C Technologies
SSNC
$21.1B
-963,763
STM icon
453
STMicroelectronics
STM
$23.5B
-53,707
VSCO icon
454
Victoria's Secret
VSCO
$4.4B
-1,046,905
GEV icon
455
GE Vernova
GEV
$185B
-438
SVCO
456
Silvaco Group
SVCO
$125M
-1,372,346
SARO
457
StandardAero Inc
SARO
$9.16B
-1,589,110
DAY icon
458
Dayforce
DAY
$11.1B
-3,433,666