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
+2.47%
1 Year Return
+30.87%
3 Year Return
+131.94%
5 Year Return
+208.22%
10 Year Return
+564.75%
AUM
$351B
AUM Growth
+$351B
Cap. Flow
+$6.49B
Cap. Flow %
1.85%
Top 10 Hldgs %
25.81%
Holding
467
New
35
Increased
187
Reduced
129
Closed
24

Sector Composition

1 Healthcare 19.63%
2 Technology 13.7%
3 Communication Services 12.92%
4 Consumer Discretionary 12.24%
5 Financials 10.25%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TM icon
451
Toyota
TM
$254B
$0 ﹤0.01% 3
X
452
DELISTED
US Steel
X
-1,313,450 Closed -$46.2M
YUMC icon
453
Yum China
YUMC
$16.4B
-447,963 Closed -$17.9M
ALTR
454
DELISTED
Altair Engineering Inc. Class A Common Stock
ALTR
-700,000 Closed -$16.7M
INFN
455
DELISTED
Infinera Corporation Common Stock
INFN
-1,761,000 Closed -$11.1M
PGTI
456
DELISTED
PGT, Inc.
PGTI
-1,634,864 Closed -$27.5M
PACW
457
DELISTED
PacWest Bancorp
PACW
-261,342 Closed -$13.2M
CS
458
DELISTED
Credit Suisse Group
CS
$0 ﹤0.01% 11 -6 -35%
ARD
459
DELISTED
Ardagh Group S.A. Class A Common Shares
ARD
-1,018,438 Closed -$21.5M
ALXN
460
DELISTED
Alexion Pharmaceuticals Inc
ALXN
-144,486 Closed -$17.3M
BT
461
DELISTED
BT Group plc (ADR)
BT
$0 ﹤0.01% 14 +4 +40%
SWNC
462
DELISTED
Southwestern Energy Company
SWNC
-5,055,683 Closed -$60.2M
POT
463
DELISTED
Potash Corp Of Saskatchewan
POT
-4,476,000 Closed -$92.4M
AGU
464
DELISTED
Agrium
AGU
-4,774,900 Closed -$549M
AFAM
465
DELISTED
Almost Family Inc
AFAM
-519,500 Closed -$28.8M