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
$277B
AUM Growth
+$6.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$2.78B
2
+$1.6B
3
+$851M
4
BHI
Baker Hughes
BHI
+$743M
5
TXN icon
Texas Instruments
TXN
+$716M

Top Sells

1
+$960M
2
+$949M
3
+$942M
4
GILD icon
Gilead Sciences
GILD
+$934M
5
UNH icon
UnitedHealth
UNH
+$836M

Sector Composition

1 Healthcare 20.71%
2 Technology 12.9%
3 Communication Services 11.29%
4 Industrials 11.23%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.3B 0.83%
46,346,214
-4,201,095
27
$2.29B 0.83%
43,387,300
-5,045,000
28
$2.25B 0.81%
29,474,100
+960,900
29
$2.22B 0.8%
27,108,390
-10,195,233
30
$2.18B 0.79%
87,177,200
-8,248,000
31
$2.15B 0.78%
22,046,360
-205,380
32
$2.14B 0.77%
13,117,960
+1,116,881
33
$2.02B 0.73%
16,310,594
+208,662
34
$2B 0.72%
15,304,012
+2,614,243
35
$1.91B 0.69%
23,434,239
+5,642,018
36
$1.83B 0.66%
12,040,700
+185,300
37
$1.81B 0.65%
15,016,300
+3,170,624
38
$1.79B 0.65%
18,258,106
-9,794,958
39
$1.79B 0.65%
67,453,576
-12,796,460
40
$1.77B 0.64%
24,922,226
-3,485,000
41
$1.76B 0.63%
34,919,108
-1,243,900
42
$1.72B 0.62%
22,928,000
-2,115,840
43
$1.72B 0.62%
23,264,350
+1,721,069
44
$1.71B 0.62%
49,563,717
-874,639
45
$1.63B 0.59%
11,268,820
-993,767
46
$1.6B 0.58%
108,641,012
-27,528,396
47
$1.59B 0.57%
42,953,568
-9,692,172
48
$1.57B 0.57%
24,052,690
-7,061,526
49
$1.57B 0.57%
24,993,239
-1,360,072
50
$1.52B 0.55%
28,130,801
-2,660,062
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