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
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$4.37B
2
+$1.49B
3
+$918M
4
KR icon
Kroger
KR
+$916M
5
KO icon
Coca-Cola
KO
+$589M

Top Sells

1
+$6.75B
2
+$1.71B
3
+$1.26B
4
PCP
PRECISION CASTPARTS CORP
PCP
+$1.05B
5
KLAC icon
KLA
KLAC
+$964M

Sector Composition

1 Healthcare 20.59%
2 Communication Services 13.08%
3 Technology 11.59%
4 Industrials 11.25%
5 Consumer Staples 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.96B 1.01%
30,009,458
+3,688,108
27
$2.89B 0.99%
19,329,743
+282,319
28
$2.88B 0.99%
37,485,000
+7,578,000
29
$2.62B 0.9%
30,957,169
+4,560,703
30
$2.58B 0.88%
38,187,634
-1,180,807
31
$2.5B 0.86%
35,330,300
+2,044,500
32
$2.47B 0.85%
17,413,000
-665,000
33
$2.34B 0.8%
221,166,452
+44,293,471
34
$2.27B 0.78%
12,159,384
+1,423,377
35
$2.25B 0.77%
27,676,178
+18,370,966
36
$2.21B 0.76%
9,536,142
-4,544,279
37
$2.19B 0.75%
253,319,106
38
$2.01B 0.69%
9,256,186
-478,100
39
$1.99B 0.68%
47,622,099
+21,892,229
40
$1.99B 0.68%
42,631,874
+6,679,149
41
$1.89B 0.65%
97,945,929
+294,500
42
$1.88B 0.64%
17,988,101
-952,119
43
$1.82B 0.62%
32,827,855
44
$1.8B 0.62%
56,735,155
-470,000
45
$1.7B 0.58%
36,514,968
-1,425,000
46
$1.66B 0.57%
83,613,282
+6,214,351
47
$1.64B 0.56%
26,473,600
-4,962,296
48
$1.61B 0.55%
12,190,220
+770,187
49
$1.55B 0.53%
37,541,937
+4,851,557
50
$1.44B 0.49%
8,932,000
+39,000
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