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
$486B
AUM Growth
+$5.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$3.14B
2
+$2.28B
3
+$1.9B
4
LLY icon
Eli Lilly
LLY
+$1.15B
5
WFC icon
Wells Fargo
WFC
+$998M

Top Sells

1
+$2.46B
2
+$2.29B
3
+$1.78B
4
BLK icon
Blackrock
BLK
+$1.48B
5
CARR icon
Carrier Global
CARR
+$1.35B

Sector Composition

1 Technology 26.7%
2 Healthcare 14.54%
3 Consumer Discretionary 13.72%
4 Industrials 11.27%
5 Communication Services 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.43B 0.91%
4,970,855
-380,599
27
$4.33B 0.89%
12,295,748
+1,770,024
28
$4.31B 0.89%
22,978,065
-13,123,618
29
$4.2B 0.86%
10,428,951
+1,426,746
30
$4.12B 0.85%
7,920,726
-266,957
31
$4.11B 0.84%
2,415,815
+179,807
32
$3.86B 0.79%
13,313,423
-988,725
33
$3.86B 0.79%
9,214,290
+554,480
34
$3.74B 0.77%
34,763,179
+1,293,111
35
$3.65B 0.75%
29,790,403
-2,704,890
36
$3.34B 0.69%
3,255,488
-1,446,874
37
$3.17B 0.65%
7,840,186
-2,789,981
38
$3.09B 0.63%
10,652,445
+531,070
39
$3.02B 0.62%
58,824,289
+12,304,533
40
$2.99B 0.61%
96,769,104
-5,017,865
41
$2.94B 0.61%
77,313,083
-6,092,686
42
$2.91B 0.6%
11,258,054
-1,711,140
43
$2.74B 0.56%
21,794,873
+6,744,333
44
$2.65B 0.55%
33,203,685
+571,700
45
$2.54B 0.52%
34,890,814
+482,724
46
$2.53B 0.52%
23,750,466
-10,851,585
47
$2.47B 0.51%
238,874,774
-9,124,016
48
$2.46B 0.51%
6,842,071
-210,559
49
$2.46B 0.51%
8,893,963
+131,075
50
$2.42B 0.5%
1,911,128
+87,309
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