Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $499B
1-Year Est. Return 30.87%
 

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
+30.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366B
AUM Growth
+$14.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.97B
2
+$1.74B
3
+$1.19B
4
MO icon
Altria Group
MO
+$1.19B
5
XOM icon
Exxon Mobil
XOM
+$1.12B

Top Sells

1
+$2.62B
2
+$2.2B
3
+$1.47B
4
VZ icon
Verizon
VZ
+$1.1B
5
CSX icon
CSX Corp
CSX
+$991M

Sector Composition

1 Healthcare 20.35%
2 Communication Services 13.93%
3 Technology 13.86%
4 Consumer Discretionary 11.76%
5 Financials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-350,000
452
– –
-450,000
453
– –
-5,948,917
454
– –
-1,698,527
455
– –
-1,044,300
456
– –
-450,000
457
– –
-312,000
458
$0 ﹤0.01%
3
459
– –
-8,806,501
460
– –
-300,004
461
$0 ﹤0.01%
16
+5
462
– –
-4,260,000
463
– –
-507,000
464
– –
-606,200
465
– –
-1,005,000
466
– –
-609,613
467
– –
-1,175,486
468
– –
-3,049,716
469
$0 ﹤0.01%
14
470
– –
-595,000
471
– –
-552,153
472
– –
-3,168,260
473
– –
-2,580,500
474
– –
-1,711,000
15 16 17 18
19