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
$645B
AUM Growth
+$103B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1 +$9.76B
2 +$9.53B
3 +$8.35B
4
AMZN icon
Amazon
AMZN
+$6.25B
5
CSCO icon
Cisco
CSCO
+$5.01B

Top Sells

1 +$4.73B
2 +$1.86B
3 +$1.54B
4
AIG icon
American International
AIG
+$1.45B
5
COF icon
Capital One
COF
+$1.43B

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
$10.9B
$755K ﹤0.01%
5,268
-571
CGUS icon
452
Capital Group Core Equity ETF
CGUS
$11.2B
$558K ﹤0.01%
+14,514
IWF icon
453
iShares Russell 1000 Growth ETF
IWF
$132B
$508K ﹤0.01%
4,944
-6,128
IWB icon
454
iShares Russell 1000 ETF
IWB
$49B
$462K ﹤0.01%
+1,333
IBN icon
455
ICICI Bank
IBN
$94.6B
$287K ﹤0.01%
+11,389
MCO icon
456
Moody's
MCO
$79.4B
$282K ﹤0.01%
+647
VXUS icon
457
Vanguard Total International Stock ETF
VXUS
$152B
$226K ﹤0.01%
3,023
-9,686
VV icon
458
Vanguard Large-Cap ETF
VV
$53.3B
$215K ﹤0.01%
+740
ALC icon
459
Alcon
ALC
$32.6B
-278,268
BYRN icon
460
Byrna Technologies
BYRN
$144M
-1,405,931
C icon
461
Citigroup
C
$215B
-4,543,822
CBZ icon
462
CBIZ
CBZ
$1.77B
-2,914,541
CLBT icon
463
Cellebrite
CLBT
$3.52B
-2,405,172
COF icon
464
Capital One
COF
$118B
-5,887,545
CVBF icon
465
CVB Financial
CVBF
$3.61B
-2,131,818
CVLT icon
466
Commault Systems
CVLT
$4.75B
-233,956
CZR icon
467
Caesars Entertainment
CZR
$5.91B
-9,915,236
DOMO icon
468
Domo
DOMO
$187M
-2,975,558
EIX icon
469
Edison International
EIX
$26.7B
-1,148,661
ELVN icon
470
Enliven Therapeutics
ELVN
$2.41B
-1,304,346
EQT icon
471
EQT Corp
EQT
$34.3B
-12,521,749
ESNT icon
472
Essent Group
ESNT
$5.38B
-363,372
FA icon
473
First Advantage
FA
$2.77B
-4,864,471
FCNCA icon
474
First Citizens BancShares
FCNCA
$23B
-112,144
GIS icon
475
General Mills
GIS
$18.1B
-2,734,427