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
$366B
AUM Growth
+$14.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.97B
2
+$1.74B
3
+$1.19B
4
MO icon
Altria Group
MO
+$1.19B
5
XOM icon
Exxon Mobil
XOM
+$1.12B

Top Sells

1
+$2.62B
2
+$2.2B
3
+$1.47B
4
VZ icon
Verizon
VZ
+$1.1B
5
CSX icon
CSX Corp
CSX
+$991M

Sector Composition

1 Healthcare 20.35%
2 Communication Services 13.93%
3 Technology 13.86%
4 Consumer Discretionary 11.76%
5 Financials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.66B 1%
19,742,719
-4,763,416
27
$3.51B 0.96%
12,912,732
+1,053,352
28
$3.46B 0.94%
17,601,751
+1,424,014
29
$3.37B 0.92%
41,769,845
-5,934,093
30
$3.14B 0.86%
32,892,477
+6,391,704
31
$3.13B 0.85%
177,039,297
+4,909,362
32
$3.12B 0.85%
28,259,681
-5,171,341
33
$3.04B 0.83%
54,145,136
+31,068,827
34
$3.02B 0.83%
68,930,902
+6,715,348
35
$2.97B 0.81%
122,032,836
+363,631
36
$2.92B 0.8%
55,054,639
-569,024
37
$2.64B 0.72%
205,653,837
+11,129,731
38
$2.53B 0.69%
50,936,152
-52,756,998
39
$2.51B 0.68%
11,999,451
-606,971
40
$2.4B 0.66%
17,368,767
+1,955,561
41
$2.32B 0.63%
7,865,577
+1,918
42
$2.3B 0.63%
45,090,958
-850,743
43
$2.27B 0.62%
21,740,805
-4,809,097
44
$2.2B 0.6%
1,084,051
+1,619
45
$2.13B 0.58%
60,411,317
+106,839
46
$2.03B 0.56%
21,593,132
+92,281
47
$2.03B 0.56%
14,348,497
-1,765,413
48
$2.01B 0.55%
10,743,820
-946,854
49
$1.98B 0.54%
44,006,824
-2,563,480
50
$1.85B 0.51%
14,628,302
-306,777
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