Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $499B
 

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 Return
+7.52%
1 Year Return
+30.87%
3 Year Return
+131.94%
5 Year Return
+208.22%
10 Year Return
+564.75%
AUM
$317B
AUM Growth
+$317B
Cap. Flow
-$10.1B
Cap. Flow %
-3.18%
Top 10 Hldgs %
23.98%
Holding
457
New
30
Increased
143
Reduced
147
Closed
32

Sector Composition

1 Healthcare 16.44%
2 Technology 15.01%
3 Financials 11.47%
4 Consumer Discretionary 10.69%
5 Communication Services 10.65%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
MPSX
451
DELISTED
Multi Packaging Solutions Intl.
MPSX
-1,685,886 Closed -$24M
SWC
452
DELISTED
Stillwater Mining Co
SWC
-3,981,542 Closed -$64.1M
SE
453
DELISTED
Spectra Energy Corp Wi
SE
-9,612,087 Closed -$395M
IOC
454
DELISTED
Interoil Corporation
IOC
-5,533,740 Closed -$263M
TMH
455
DELISTED
Team Health Holdings Inc
TMH
-4,053,270 Closed -$176M