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
$351B
AUM Growth
+$10.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$2.31B
2
+$2.1B
3
+$1.68B
4
MSFT icon
Microsoft
MSFT
+$1.48B
5
QCOM icon
Qualcomm
QCOM
+$1.28B

Top Sells

1
+$2.62B
2
+$1.72B
3
+$1.69B
4
PRU icon
Prudential Financial
PRU
+$1.16B
5
NFLX icon
Netflix
NFLX
+$1.05B

Sector Composition

1 Healthcare 19.63%
2 Technology 13.7%
3 Communication Services 12.92%
4 Consumer Discretionary 12.24%
5 Financials 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.47B 0.99%
33,431,022
-7,662,238
27
$3.24B 0.92%
42,943,339
+10,620,098
28
$3.03B 0.86%
40,586,939
+8,163,256
29
$3.03B 0.86%
55,623,663
-1,933,327
30
$2.92B 0.83%
26,549,902
-5,212,810
31
$2.83B 0.81%
16,177,737
+653,604
32
$2.73B 0.78%
11,859,380
+49,912
33
$2.7B 0.77%
62,215,554
+7,292,845
34
$2.66B 0.76%
7,863,659
-719,102
35
$2.65B 0.75%
172,129,935
-37,675,692
36
$2.64B 0.75%
40,863,073
+6,049,027
37
$2.47B 0.7%
194,524,106
+43,110,720
38
$2.4B 0.68%
45,941,701
+3,099,433
39
$2.38B 0.68%
12,606,422
+81,492
40
$2.36B 0.67%
14,760,630
+13,172,630
41
$2.33B 0.66%
11,690,674
+27,004
42
$2.33B 0.66%
26,500,773
+26,300,773
43
$2.32B 0.66%
15,413,206
+704,211
44
$2.31B 0.66%
15,260,619
+1,741,685
45
$2.25B 0.64%
1,082,432
+667
46
$2.19B 0.62%
46,570,304
+310,175
47
$2.17B 0.62%
16,113,910
+22,105
48
$2.08B 0.59%
121,669,205
+22,916,493
49
$2.03B 0.58%
14,935,079
+418,861
50
$1.95B 0.55%
19,449,118
-1,478,057
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