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Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $645B
1-Year Est. Return 30.41%
 

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 Fund
S&P 500
This Quarter Est. Return
-1.87%
1 Year Est. Return
+30.41%
3 Year Est. Return
+111.06%
5 Year Est. Return
+151.95%
10 Year Est. Return
+612.68%
AUM
$645B
AUM Growth
+$103B
Cap. Flow
+$134B
Cap. Flow %
20.75%
Top 10 Hldgs %
35.32%
Holding
499
New
65
Increased
213
Reduced
159
Closed
40

Sector Composition

1 Technology 29.96%
2 Healthcare 12.5%
3 Consumer Discretionary 11.56%
4 Industrials 9.85%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GOLF icon
476
Acushnet Holdings
GOLF
$6.39B
-1,465,000
Closed -$117M
HAS icon
477
Hasbro
HAS
$11.3B
-3,225,875
Closed -$265M
IBM icon
478
IBM
IBM
$273B
-110,704
Closed -$32.8M
IFF icon
479
International Flavors & Fragrances
IFF
$19.2B
-753,785
Closed -$50.8M
ING icon
480
ING
ING
$92.4B
-217,394
Closed -$6.11M
IQV icon
481
IQVIA
IQV
$34.6B
-872,634
Closed -$197M
JHG
482
DELISTED
Janus Henderson
JHG
-2,771,437
Closed -$132M
LHX icon
483
L3Harris
LHX
$53.8B
-1,499,577
Closed -$440M
LVS icon
484
Las Vegas Sands
LVS
$30.4B
-16,232,863
Closed -$1.06B
LW icon
485
Lamb Weston
LW
$6.49B
-2,820,000
Closed -$118M
MCHP icon
486
Microchip Technology
MCHP
$45.7B
-365,704
Closed -$23.3M
MMYT icon
487
MakeMyTrip
MMYT
$5.42B
-1,827,439
Closed -$150M
NSIT icon
488
Insight Enterprises
NSIT
$3.67B
-280,152
Closed -$22.8M
NYT icon
489
New York Times
NYT
$12.1B
-1,694,919
Closed -$118M
PEGA icon
490
Pegasystems
PEGA
$5.34B
-1,796,189
Closed -$107M
RY icon
491
Royal Bank of Canada
RY
$293B
-177,506
Closed -$30.3M
SHOO icon
492
Steven Madden
SHOO
$3.1B
-2,025,479
Closed -$84.3M
TGT icon
493
Target
TGT
$61.2B
-150,848
Closed -$14.7M
TSN icon
494
Tyson Foods
TSN
$20.4B
-577,683
Closed -$33.9M
LINE
495
Lineage Inc
LINE
$9.98B
-2,790,338
Closed -$97.7M
MCHPP
496
Microchip Technology Inc 7.50% Series A Preferred Stock
MCHPP
-304,259
Closed -$17.7M
STRZ
497
Starz Entertainment Corp
STRZ
$460M
-870,042
Closed -$10.2M
STUB
498
StubHub Holdings
STUB
$3.87B
-7,900,000
Closed -$107M

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