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
$481B
AUM Growth
+$25.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$1.63B
2
+$1.31B
3
+$975M
4
SW
Smurfit Westrock
SW
+$896M
5
FCNCA icon
First Citizens BancShares
FCNCA
+$798M

Top Sells

1
+$3.06B
2
+$2.09B
3
+$1.87B
4
NVDA icon
NVIDIA
NVDA
+$1.49B
5
RTX icon
RTX Corp
RTX
+$1.45B

Sector Composition

1 Technology 25.31%
2 Healthcare 15.51%
3 Consumer Discretionary 13.14%
4 Industrials 12.43%
5 Communication Services 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.78B 0.99%
11,808,030
-28,975
27
$4.59B 0.95%
2,236,008
-94,536
28
$4.46B 0.93%
4,702,362
+169,772
29
$4.41B 0.92%
20,926,984
+966,261
30
$4.26B 0.89%
14,302,148
-631,054
31
$4.19B 0.87%
9,002,205
+462,866
32
$4.16B 0.87%
83,405,769
+7,061,612
33
$4.13B 0.86%
8,659,810
-90,600
34
$3.99B 0.83%
32,495,293
+1,822,974
35
$3.92B 0.82%
25,810,542
-728,876
36
$3.92B 0.82%
33,470,068
+1,062,702
37
$3.8B 0.79%
5,351,454
-308,309
38
$3.72B 0.77%
10,525,724
+894,223
39
$3.39B 0.7%
247,998,790
+30,500,205
40
$3.38B 0.7%
101,786,969
-9,862,949
41
$3.08B 0.64%
10,121,375
+1,364,345
42
$3.08B 0.64%
12,969,194
+234,271
43
$2.94B 0.61%
32,631,985
+899,967
44
$2.78B 0.58%
10,630,167
-33,388
45
$2.77B 0.58%
34,602,051
-1,732,049
46
$2.68B 0.56%
17,886,332
-2,404,366
47
$2.6B 0.54%
1,823,819
-195,995
48
$2.59B 0.54%
20,189,463
-1,477,941
49
$2.56B 0.53%
53,840,664
+165,719
50
$2.55B 0.53%
7,052,630
-278,645
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