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
$305B
AUM Growth
-$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$3.04B
2
+$1.85B
3
+$781M
4
BKR icon
Baker Hughes
BKR
+$670M
5
CCL icon
Carnival Corp
CCL
+$640M

Top Sells

1
+$2.91B
2
+$2.05B
3
+$1.36B
4
MO icon
Altria Group
MO
+$854M
5
ABBV icon
AbbVie
ABBV
+$720M

Sector Composition

1 Healthcare 19.42%
2 Technology 18.27%
3 Communication Services 11.95%
4 Consumer Discretionary 11.79%
5 Industrials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.03B 0.99%
25,765,199
-348,515
27
$2.94B 0.96%
38,731,554
+1,190,516
28
$2.93B 0.96%
31,228,846
-6,008,709
29
$2.82B 0.93%
13,345,296
-474,643
30
$2.61B 0.86%
12,083,412
-594,624
31
$2.56B 0.84%
222,223,883
-3,842,610
32
$2.52B 0.83%
31,112,000
+4,110,345
33
$2.48B 0.81%
11,549,345
-71,456
34
$2.41B 0.79%
8,129,017
+1,439,410
35
$2.35B 0.77%
180,016,416
+12,184,799
36
$2.34B 0.77%
6,000,047
-1,180,999
37
$2.29B 0.75%
7,941,866
-2,177,940
38
$2.19B 0.72%
36,318,746
+15,806
39
$2.18B 0.71%
16,833,428
-1,725,202
40
$2.11B 0.69%
22,483,367
-1,091,184
41
$1.96B 0.64%
15,742,765
-5,644,284
42
$1.88B 0.62%
9,072,372
+275,219
43
$1.82B 0.6%
32,753,331
-1,677,197
44
$1.74B 0.57%
6,795,562
-177,358
45
$1.7B 0.56%
14,342,686
-911,066
46
$1.69B 0.56%
32,716,227
+2,651,764
47
$1.65B 0.54%
5,770,426
+71,991
48
$1.65B 0.54%
11,185,008
+3,222,772
49
$1.65B 0.54%
6,483,850
-313,499
50
$1.64B 0.54%
24,160,463
+873,276
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