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
$255B
AUM Growth
-$78.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$1.29B
2
+$1.19B
3
+$967M
4
HD icon
Home Depot
HD
+$876M
5
PYPL icon
PayPal
PYPL
+$849M

Top Sells

1
+$2.85B
2
+$1.82B
3
+$1.76B
4
FIS icon
Fidelity National Information Services
FIS
+$1.48B
5
ABT icon
Abbott
ABT
+$1.41B

Sector Composition

1 Healthcare 20.99%
2 Technology 17.56%
3 Communication Services 15.03%
4 Consumer Discretionary 12.64%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15B 0.84%
29,815,573
-1,755,815
27
$1.95B 0.77%
44,084,432
-14,680,562
28
$1.92B 0.75%
13,292,385
-538,282
29
$1.86B 0.73%
22,040,618
+36,553
30
$1.85B 0.72%
3,781,488
+158,150
31
$1.84B 0.72%
274,975,489
+90,755,228
32
$1.79B 0.7%
30,100,362
+21,711,230
33
$1.77B 0.69%
12,313,886
+3,217,357
34
$1.74B 0.68%
6,098,317
-696,284
35
$1.72B 0.67%
45,190,005
-21,198,645
36
$1.6B 0.63%
46,638,161
+34,605,876
37
$1.54B 0.6%
9,259,909
-255,393
38
$1.48B 0.58%
8,224,059
+1,249,600
39
$1.46B 0.57%
21,426,950
+14,168,234
40
$1.46B 0.57%
4,581,353
+154,604
41
$1.44B 0.56%
32,382,550
-350,637
42
$1.44B 0.56%
5,013,893
+1,190,890
43
$1.43B 0.56%
27,938,438
-3,886,104
44
$1.41B 0.55%
21,510,542
-371,440
45
$1.4B 0.55%
14,602,398
+8,872,484
46
$1.35B 0.53%
16,354,404
-2,435,186
47
$1.33B 0.52%
7,118,649
+1,613,909
48
$1.3B 0.51%
156,596,817
-69,056,120
49
$1.28B 0.5%
23,645,032
-33,594,464
50
$1.24B 0.49%
15,525,514
-6,323,782
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