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
$533B
AUM Growth
+$33.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$3.31B
3 +$2.52B
4
AMAT icon
Applied Materials
AMAT
+$2.11B
5
AMZN icon
Amazon
AMZN
+$2.1B

Top Sells

1 +$6.4B
2 +$4.16B
3 +$2.14B
4
MU icon
Micron Technology
MU
+$1.34B
5
AVGO icon
Broadcom
AVGO
+$1.26B

Sector Composition

1 Technology 30.98%
2 Consumer Discretionary 12.79%
3 Healthcare 12.73%
4 Industrials 10.59%
5 Financials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SYK icon
51
Stryker
SYK
$136B
$2.32B 0.44%
6,274,304
-492,303
TRP icon
52
TC Energy
TRP
$57B
$2.28B 0.43%
41,977,582
+1,041,864
AIG icon
53
American International
AIG
$46.6B
$2.24B 0.42%
28,534,448
+12,645,616
HAL icon
54
Halliburton
HAL
$23.9B
$2.24B 0.42%
91,030,451
+40,969,139
CRM icon
55
Salesforce
CRM
$239B
$2.19B 0.41%
9,241,798
-2,145,603
NEE icon
56
NextEra Energy
NEE
$170B
$2.13B 0.4%
28,249,815
+13,560,448
UNP icon
57
Union Pacific
UNP
$143B
$2.06B 0.39%
8,713,196
+4,244,226
CAT icon
58
Caterpillar
CAT
$276B
$2.05B 0.38%
4,295,367
-7,394
MMC icon
59
Marsh & McLennan
MMC
$91.8B
$1.99B 0.37%
9,861,067
+68,826
APH icon
60
Amphenol
APH
$159B
$1.92B 0.36%
15,523,085
+8,021,284
MCD icon
61
McDonald's
MCD
$227B
$1.9B 0.36%
6,247,866
-617,963
GEHC icon
62
GE HealthCare
GEHC
$38.5B
$1.88B 0.35%
24,972,556
+4,998,154
PYPL icon
63
PayPal
PYPL
$56.8B
$1.87B 0.35%
27,953,803
+636,441
VIK icon
64
Viking Holdings
VIK
$31.5B
$1.87B 0.35%
30,117,476
-2,120,905
MDLZ icon
65
Mondelez International
MDLZ
$70B
$1.86B 0.35%
29,704,828
-2,060,263
T icon
66
AT&T
T
$172B
$1.85B 0.35%
65,607,835
+370,455
FIS icon
67
Fidelity National Information Services
FIS
$34.5B
$1.84B 0.35%
27,957,354
+8,949
LVS icon
68
Las Vegas Sands
LVS
$45.3B
$1.83B 0.34%
34,041,456
-15,252,311
XPO icon
69
XPO
XPO
$17.2B
$1.81B 0.34%
14,016,004
-21,401
CVE icon
70
Cenovus Energy
CVE
$33.3B
$1.81B 0.34%
106,582,971
+79,345,506
COF icon
71
Capital One
COF
$152B
$1.79B 0.34%
8,426,060
+302,733
PLD icon
72
Prologis
PLD
$121B
$1.76B 0.33%
15,383,027
-597,108
DTE icon
73
DTE Energy
DTE
$26.8B
$1.71B 0.32%
12,068,505
-2,065,773
EXE
74
Expand Energy Corp
EXE
$26.3B
$1.7B 0.32%
15,959,335
+9,856,576
AFRM icon
75
Affirm
AFRM
$21.7B
$1.68B 0.32%
23,041,703
-658,594