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
$308B
AUM Growth
+$5.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$5.61B
2
+$1.71B
3
+$1.51B
4
GS icon
Goldman Sachs
GS
+$1.15B
5
WFC icon
Wells Fargo
WFC
+$1.01B

Top Sells

1
+$1.96B
2
+$1.33B
3
+$981M
4
TXN icon
Texas Instruments
TXN
+$833M
5
AET
Aetna Inc
AET
+$831M

Sector Composition

1 Healthcare 16.85%
2 Technology 13.63%
3 Financials 11.28%
4 Communication Services 10.33%
5 Energy 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.93B 0.95%
32,453,987
+4,555,467
27
$2.78B 0.9%
16,086,509
-135,000
28
$2.76B 0.9%
69,756,520
+2,384,100
29
$2.72B 0.88%
65,716,545
-13,360,905
30
$2.71B 0.88%
31,406,685
+17,478,683
31
$2.66B 0.86%
19,849,408
+725
32
$2.66B 0.86%
37,304,796
-663,218
33
$2.57B 0.83%
29,593,672
+3,758,176
34
$2.56B 0.83%
88,431,776
+17,586,092
35
$2.46B 0.8%
32,158,853
-1,404,161
36
$2.4B 0.78%
15,830,526
+1,058
37
$2.24B 0.73%
8,981,560
+273,200
38
$2.19B 0.71%
9,137,290
+4,804,607
39
$2.09B 0.68%
37,314,727
+5,221,747
40
$2.03B 0.66%
1,384,279
-26
41
$2.01B 0.65%
15,157,451
+80,026
42
$2B 0.65%
167,332,467
-3,808,539
43
$2B 0.65%
14,144,566
-289,036
44
$1.99B 0.64%
52,159,568
+34,167
45
$1.97B 0.64%
149,432,776
+9,451,296
46
$1.97B 0.64%
70,268,698
+12,877,920
47
$1.95B 0.63%
13,858,928
+2,372,446
48
$1.77B 0.58%
24,772,541
-3,113,989
49
$1.77B 0.57%
14,236,496
+501,846
50
$1.72B 0.56%
23,024,590
+59
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2
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