Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $533B
1-Year Est. Return 30.79%
 

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
+30.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$460B
AUM Growth
-$26.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1 +$4.12B
2 +$3.51B
3 +$2.92B
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.99B
5
UNH icon
UnitedHealth
UNH
+$1.5B

Top Sells

1 +$5.28B
2 +$2.8B
3 +$1.6B
4
META icon
Meta Platforms (Facebook)
META
+$1.49B
5
PNC icon
PNC Financial Services
PNC
+$1.34B

Sector Composition

1 Technology 23.87%
2 Healthcare 17.77%
3 Consumer Discretionary 12.84%
4 Industrials 11.65%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.34B 0.94%
2,224,151
-191,664
27
$4.29B 0.93%
9,216,453
+2,163
28
$4.22B 0.92%
45,289,090
-4,419,460
29
$4.13B 0.9%
51,195,068
-9,636,936
30
$4.05B 0.88%
34,081,428
-681,751
31
$4.01B 0.87%
13,596,747
+283,324
32
$3.82B 0.83%
29,754,893
-35,510
33
$3.79B 0.82%
7,612,797
-307,929
34
$3.74B 0.81%
41,567,616
+8,363,931
35
$3.47B 0.76%
35,422,093
+29,731,895
36
$3.35B 0.73%
18,637,526
-4,340,539
37
$3.25B 0.71%
3,432,383
+176,895
38
$3.08B 0.67%
100,040,568
+3,271,464
39
$2.92B 0.63%
9,350,813
-2,944,935
40
$2.81B 0.61%
9,300,934
+406,971
41
$2.73B 0.59%
8,740,584
-1,911,861
42
$2.7B 0.59%
264,058,454
+25,183,680
43
$2.66B 0.58%
19,010,522
+7,055,779
44
$2.57B 0.56%
18,612,465
-256,963
45
$2.56B 0.56%
6,864,770
+22,699
46
$2.55B 0.55%
1,844,406
-66,722
47
$2.43B 0.53%
35,830,140
-1,699,371
48
$2.33B 0.51%
19,962,428
-1,832,445
49
$2.27B 0.49%
26,063,252
-8,827,562
50
$2.24B 0.49%
59,153,476
-18,159,607