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
$499B
AUM Growth
+$39.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1 +$7.3B
2 +$3.9B
3 +$3.78B
4
ANET icon
Arista Networks
ANET
+$1.4B
5
D icon
Dominion Energy
D
+$1.23B

Top Sells

1 +$4.7B
2 +$2.61B
3 +$2.56B
4
GEHC icon
GE HealthCare
GEHC
+$2.31B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.77B

Sector Composition

1 Technology 29.16%
2 Consumer Discretionary 13.59%
3 Healthcare 12.72%
4 Industrials 11.43%
5 Financials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SKX
451
DELISTED
Skechers
SKX
-2,137,293
TSCO icon
452
Tractor Supply
TSCO
$26.8B
-495,340
USB icon
453
US Bancorp
USB
$84.7B
-2,021,517
VRSK icon
454
Verisk Analytics
VRSK
$31.3B
-45,655
VXUS icon
455
Vanguard Total International Stock ETF
VXUS
$115B
-3,907
WSM icon
456
Williams-Sonoma
WSM
$22.3B
-700,051
KRMN
457
Karman Holdings
KRMN
$10.3B
-450,000
LGF.B
458
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
-19,760,621
LGF.A
459
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
-2,825,000
BMY icon
460
Bristol-Myers Squibb
BMY
$110B
-1,150,000
CROX icon
461
Crocs
CROX
$4.46B
-107,501
CUBE icon
462
CubeSmart
CUBE
$8.2B
-607,296
DIN icon
463
Dine Brands
DIN
$468M
-999,093
GM icon
464
General Motors
GM
$77.4B
-2,624,075
HBI
465
DELISTED
Hanesbrands
HBI
-3,420,374
IART icon
466
Integra LifeSciences
IART
$982M
-825,742
MLCO icon
467
Melco Resorts & Entertainment
MLCO
$3.06B
-15,289,672
NEE.PRR
468
DELISTED
NextEra Energy, Inc. 6.926% Corporate Units
NEE.PRR
-4,797,050
NICE icon
469
Nice
NICE
$6.98B
-24,364
NKE icon
470
Nike
NKE
$90.5B
-2,432,544
PFG icon
471
Principal Financial Group
PFG
$19.6B
-4,983,302
RH icon
472
RH
RH
$3.47B
-150,000
TCOM icon
473
Trip.com Group
TCOM
$47.5B
-3,897,635
TFII icon
474
TFI International
TFII
$8.72B
-2,154,253
VLRS
475
Controladora Vuela Compañía de Aviación
VLRS
$1.03B
-2,534,884