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
$429B
AUM Growth
-$876M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$1.15B
2
+$1.13B
3
+$912M
4
AFRM icon
Affirm
AFRM
+$861M
5
MS icon
Morgan Stanley
MS
+$855M

Top Sells

1
+$1.49B
2
+$1.17B
3
+$1.14B
4
FANG icon
Diamondback Energy
FANG
+$853M
5
ZBH icon
Zimmer Biomet
ZBH
+$614M

Sector Composition

1 Technology 21.3%
2 Communication Services 15.05%
3 Healthcare 14.45%
4 Consumer Discretionary 13.59%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.36B 0.78%
41,801,378
-18,526,490
27
$3.22B 0.75%
230,730,862
-36,894,171
28
$3.2B 0.75%
10,006,325
-370,015
29
$3.12B 0.73%
17,988,295
-726,919
30
$3.11B 0.73%
46,963,431
-246,400
31
$3.08B 0.72%
59,498,333
+3,537,425
32
$3.03B 0.71%
21,395,256
-134,241
33
$3B 0.7%
15,317,830
+1,226,766
34
$2.93B 0.68%
7,492,774
-1,548
35
$2.64B 0.62%
25,997,686
-132,487
36
$2.61B 0.61%
8,195,619
+3,609,897
37
$2.57B 0.6%
9,760,229
+415,448
38
$2.57B 0.6%
17,064,266
+1,041,453
39
$2.56B 0.6%
36,412,001
-521,537
40
$2.49B 0.58%
4,333,234
-103,586
41
$2.34B 0.55%
18,643,792
+105,057
42
$2.33B 0.54%
8,167,985
-205,462
43
$2.28B 0.53%
25,649,175
+3,075,693
44
$2.18B 0.51%
12,589,746
+281,537
45
$2.14B 0.5%
8,209,466
+923,975
46
$2.07B 0.48%
18,356,104
+98,972
47
$2.06B 0.48%
14,400,470
-115,620
48
$2.06B 0.48%
10,502,081
+339,708
49
$2.06B 0.48%
7,231,748
+343,978
50
$2.05B 0.48%
19,009,911
+324,445
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