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
$316B
AUM Growth
+$61.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$2.26B
2
+$1.12B
3
+$922M
4
CMCSA icon
Comcast
CMCSA
+$920M
5
PM icon
Philip Morris
PM
+$876M

Top Sells

1
+$5.5B
2
+$1.73B
3
+$1.61B
4
TDG icon
TransDigm Group
TDG
+$850M
5
ABT icon
Abbott
ABT
+$773M

Sector Composition

1 Healthcare 20.46%
2 Technology 19.55%
3 Communication Services 14.69%
4 Consumer Discretionary 11.55%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.72B 0.86%
22,065,776
+25,158
27
$2.7B 0.85%
15,472,628
+870,230
28
$2.46B 0.78%
289,432,343
+14,456,854
29
$2.31B 0.73%
5,705,335
+691,442
30
$2.3B 0.73%
13,732,295
+439,910
31
$2.24B 0.71%
12,797,717
+483,831
32
$2.05B 0.65%
13,697,272
-2,860,199
33
$1.97B 0.62%
4,528,069
-53,284
34
$1.91B 0.61%
31,045,056
+944,694
35
$1.84B 0.58%
11,303,376
-1,251,907
36
$1.75B 0.55%
20,679,154
-831,388
37
$1.73B 0.55%
28,030,984
+6,727,514
38
$1.62B 0.51%
9,006,756
-253,153
39
$1.6B 0.51%
130,127,945
+37,144
40
$1.57B 0.5%
16,704,290
+3,992,061
41
$1.57B 0.5%
15,963,973
-390,431
42
$1.56B 0.49%
54,963,057
+5,346,857
43
$1.54B 0.49%
149,790,870
-6,805,947
44
$1.5B 0.47%
33,489,907
-11,700,098
45
$1.49B 0.47%
10,674,930
+3,348,231
46
$1.49B 0.47%
4,122,953
-208,593
47
$1.48B 0.47%
5,872,368
-1,246,281
48
$1.47B 0.46%
10,320,478
+2,956,803
49
$1.43B 0.45%
31,933,606
-12,150,826
50
$1.43B 0.45%
12,828,768
+4,091,601
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