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
$405B
AUM Growth
-$47.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$2.12B
2
+$2.08B
3
+$1.94B
4
AAPL icon
Apple
AAPL
+$1.63B
5
EPAM icon
EPAM Systems
EPAM
+$1.42B

Top Sells

1
+$3.04B
2
+$2.69B
3
+$1.99B
4
HD icon
Home Depot
HD
+$1.46B
5
CSX icon
CSX Corp
CSX
+$1.17B

Sector Composition

1 Technology 21.43%
2 Healthcare 14.23%
3 Consumer Discretionary 12.89%
4 Industrials 10.06%
5 Communication Services 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.45B 0.85%
94,780,843
+8,526,488
27
$3.41B 0.84%
28,566,529
-5,286,770
28
$3.33B 0.82%
55,951,379
-51,205,602
29
$3.25B 0.8%
65,407,881
-8,409,169
30
$3.16B 0.78%
17,152,726
+195,172
31
$3B 0.74%
80,000,664
-31,241,194
32
$2.93B 0.72%
17,497,774
-1,201,194
33
$2.82B 0.7%
15,293,457
-1,450,712
34
$2.78B 0.69%
10,403,668
+502,935
35
$2.77B 0.68%
17,080,211
-925,618
36
$2.74B 0.68%
16,837,339
-6,823,983
37
$2.63B 0.65%
8,785,268
-4,878,376
38
$2.59B 0.64%
33,193,160
+7,380,205
39
$2.58B 0.64%
4,629,166
-1,496,528
40
$2.5B 0.62%
14,317,805
+1,235,625
41
$2.47B 0.61%
10,233,427
-172,812
42
$2.44B 0.6%
22,023,597
+1,405,249
43
$2.38B 0.59%
7,053,920
-2,787,054
44
$2.38B 0.59%
13,837,492
+2,627,359
45
$2.36B 0.58%
17,821,764
+2,222,887
46
$2.33B 0.57%
26,638,524
+13,367,310
47
$2.31B 0.57%
40,904,876
+1,225,016
48
$2.06B 0.51%
172,689,006
+11,607,143
49
$2.05B 0.51%
13,494,051
+1,781,374
50
$2.04B 0.5%
30,120,070
+9,062,500
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