Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $542B
1-Year Est. Return 32.05%
 

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
+32.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$2.66B
3 +$1.71B
4
ORCL icon
Oracle
ORCL
+$1.63B
5
NVDA icon
NVIDIA
NVDA
+$1.15B

Top Sells

1 +$3.92B
2 +$2.3B
3 +$2.28B
4
SHOP icon
Shopify
SHOP
+$1.22B
5
LVS icon
Las Vegas Sands
LVS
+$1.09B

Sector Composition

1 Technology 31.36%
2 Healthcare 13.6%
3 Consumer Discretionary 12.13%
4 Financials 10.03%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BLK icon
26
Blackrock
BLK
$169B
$4.11B 0.76%
3,838,937
+12,019
XOM icon
27
Exxon Mobil
XOM
$619B
$4.03B 0.74%
33,458,442
-162,485
NFLX icon
28
Netflix
NFLX
$357B
$3.97B 0.73%
42,367,807
-4,696,613
CARR icon
29
Carrier Global
CARR
$52.5B
$3.95B 0.73%
74,737,790
-628,337
TSLA icon
30
Tesla
TSLA
$1.53T
$3.69B 0.68%
8,206,635
-775,849
D icon
31
Dominion Energy
D
$54.1B
$3.5B 0.65%
59,790,734
+4,940,692
HD icon
32
Home Depot
HD
$373B
$3.5B 0.65%
10,172,313
-1,227,820
WFC icon
33
Wells Fargo
WFC
$267B
$3.49B 0.64%
37,421,387
+1,760,484
MDT icon
34
Medtronic
MDT
$124B
$3.32B 0.61%
34,573,163
+3,880,174
TDG icon
35
TransDigm Group
TDG
$74.2B
$3.29B 0.61%
2,476,661
+268,824
HAL icon
36
Halliburton
HAL
$29.9B
$3.11B 0.58%
110,220,971
+19,190,520
GILD icon
37
Gilead Sciences
GILD
$178B
$3.11B 0.57%
25,307,071
-4,706,975
APD icon
38
Air Products & Chemicals
APD
$61.5B
$2.94B 0.54%
11,904,537
+137,595
NU icon
39
Nu Holdings
NU
$73B
$2.75B 0.51%
164,099,198
-20,507,942
MS icon
40
Morgan Stanley
MS
$281B
$2.74B 0.51%
15,432,313
-3,816,598
ALNY icon
41
Alnylam Pharmaceuticals
ALNY
$43.9B
$2.7B 0.5%
6,779,708
-443,132
EOG icon
42
EOG Resources
EOG
$65B
$2.56B 0.47%
24,418,380
-508,279
UNP icon
43
Union Pacific
UNP
$158B
$2.54B 0.47%
10,980,904
+2,267,708
PGR icon
44
Progressive
PGR
$124B
$2.54B 0.47%
11,144,028
-23,912
CRM icon
45
Salesforce
CRM
$187B
$2.51B 0.46%
9,467,811
+226,013
CVNA icon
46
Carvana
CVNA
$50.5B
$2.41B 0.44%
5,700,953
+1,711,144
NEE icon
47
NextEra Energy
NEE
$192B
$2.37B 0.44%
29,551,715
+1,301,900
EXE
48
Expand Energy Corp
EXE
$25.3B
$2.35B 0.43%
21,251,283
+5,291,948
AIG icon
49
American International
AIG
$43.1B
$2.24B 0.41%
26,208,447
-2,326,001
APH icon
50
Amphenol
APH
$183B
$2.22B 0.41%
16,456,876
+933,791