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
$235B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$8.88B
2
+$8.02B
3
+$7.4B
4
AMGN icon
Amgen
AMGN
+$6.62B
5
MO icon
Altria Group
MO
+$5.28B

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 18.95%
2 Technology 12.52%
3 Communication Services 11.55%
4 Industrials 10.7%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96B 0.84%
+9,130,000
27
$1.95B 0.83%
+27,102,100
28
$1.94B 0.82%
+22,397,600
29
$1.91B 0.81%
+22,731,736
30
$1.9B 0.81%
+50,661,331
31
$1.82B 0.77%
+16,352,326
32
$1.74B 0.74%
+54,558,720
33
$1.66B 0.7%
+29,187,226
34
$1.64B 0.7%
+25,748,307
35
$1.62B 0.69%
+19,219,600
36
$1.61B 0.69%
+34,963,000
37
$1.59B 0.68%
+25,800,100
38
$1.56B 0.66%
+31,223,226
39
$1.55B 0.66%
+33,864,616
40
$1.51B 0.64%
+37,486,200
41
$1.49B 0.63%
+51,789,188
42
$1.49B 0.63%
+132,023,447
43
$1.47B 0.62%
+26,480,371
44
$1.45B 0.62%
+23,924,000
45
$1.38B 0.59%
+31,621,665
46
$1.37B 0.58%
+24,551,053
47
$1.29B 0.55%
+21,376,801
48
$1.29B 0.55%
+34,595,125
49
$1.29B 0.55%
+10,912,011
50
$1.27B 0.54%
+11,048,912
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