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
$333B
AUM Growth
+$28.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$2.13B
2
+$879M
3
+$878M
4
EOG icon
EOG Resources
EOG
+$870M
5
WFC icon
Wells Fargo
WFC
+$741M

Top Sells

1
+$1.35B
2
+$1.26B
3
+$1.24B
4
MCD icon
McDonald's
MCD
+$1.15B
5
TXN icon
Texas Instruments
TXN
+$1.03B

Sector Composition

1 Healthcare 21.27%
2 Technology 16.8%
3 Communication Services 12.6%
4 Consumer Discretionary 11.05%
5 Financials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.09B 0.93%
14,671,063
-1,228,301
27
$2.98B 0.89%
225,652,937
+3,429,054
28
$2.92B 0.88%
184,220,261
+4,203,845
29
$2.87B 0.86%
7,829,472
+1,033,910
30
$2.73B 0.82%
13,595,685
+250,389
31
$2.65B 0.79%
8,209,887
+80,870
32
$2.61B 0.78%
31,571,388
+459,388
33
$2.38B 0.71%
15,718,068
-24,697
34
$2.27B 0.68%
5,842,102
-157,945
35
$2.15B 0.65%
24,583,880
+423,417
36
$2.11B 0.63%
11,491,718
+306,710
37
$2.07B 0.62%
3,623,338
+864,708
38
$2.06B 0.62%
21,849,296
-634,071
39
$2.01B 0.6%
27,380,216
+1,529,208
40
$2B 0.6%
9,515,302
-2,568,110
41
$2B 0.6%
6,794,601
-1,147,265
42
$1.97B 0.59%
13,830,667
+4,273,280
43
$1.94B 0.58%
9,490,059
+2,810
44
$1.9B 0.57%
18,789,590
-12,439,256
45
$1.87B 0.56%
30,425,221
-5,893,525
46
$1.86B 0.56%
22,004,065
+296,401
47
$1.83B 0.55%
13,168,151
-9,727,139
48
$1.82B 0.55%
19,577,175
+5,391,907
49
$1.8B 0.54%
31,824,542
+10,970,060
50
$1.74B 0.52%
32,733,187
+16,960
1
2
3 4 5