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
$292B
AUM Growth
-$2.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$1.49B
2
+$1.43B
3
+$1.31B
4
MDT icon
Medtronic
MDT
+$1.04B
5
PCP
PRECISION CASTPARTS CORP
PCP
+$766M

Top Sells

1
+$3.84B
2
+$1.76B
3
+$1.29B
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$969M
5
LNG icon
Cheniere Energy
LNG
+$907M

Sector Composition

1 Healthcare 21.74%
2 Technology 12.23%
3 Industrials 11.73%
4 Communication Services 9.92%
5 Consumer Discretionary 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.52B 0.86%
27,525,335
-1,155,189
27
$2.43B 0.83%
19,494,116
+1,429,587
28
$2.27B 0.78%
16,932,900
+939,700
29
$2.27B 0.78%
34,710,000
+1,599,954
30
$2.26B 0.77%
94,314,951
+2,868,107
31
$2.22B 0.76%
31,327,941
+2,480,908
32
$2.16B 0.74%
27,690,000
+13,391,000
33
$2.15B 0.74%
39,301,400
+2,258,185
34
$2B 0.69%
70,966,200
35
$1.95B 0.67%
62,808,800
-56,560,428
36
$1.88B 0.64%
9,283,886
-56,174
37
$1.88B 0.64%
21,550,820
-328,333
38
$1.86B 0.64%
44,207,313
+1,817,566
39
$1.81B 0.62%
21,489,770
-100,000
40
$1.8B 0.62%
16,013,053
+101,000
41
$1.8B 0.61%
95,705,423
+14,513,500
42
$1.76B 0.6%
14,840,048
+104,331
43
$1.75B 0.6%
50,725,098
-11,358,171
44
$1.75B 0.6%
14,488,188
-1,857,100
45
$1.72B 0.59%
16,744,817
+14,432,017
46
$1.7B 0.58%
12,261,500
+391,036
47
$1.69B 0.58%
17,424,600
-670,000
48
$1.62B 0.55%
43,228,932
+3,507,000
49
$1.55B 0.53%
38,103,974
+534,574
50
$1.54B 0.53%
8,528,891
-462,600
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