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
$253B
AUM Growth
+$18.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$762M
2
+$703M
3
+$659M
4
SWN
Southwestern Energy Company
SWN
+$464M
5
PGR icon
Progressive
PGR
+$438M

Top Sells

1
+$2.1B
2
+$540M
3
+$480M
4
GMCR
KEURIG GREEN MTN INC
GMCR
+$440M
5
GM.PRB
GENERAL MTRS CO JR PFD CONV SER B (DE)
GM.PRB
+$405M

Sector Composition

1 Healthcare 20.16%
2 Technology 12.08%
3 Industrials 11.18%
4 Communication Services 11.13%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29B 0.51%
24,551,053
52
$1.26B 0.5%
34,595,125
53
$1.25B 0.49%
17,346,684
+377,938
54
$1.24B 0.49%
27,616,724
-4,004,941
55
$1.23B 0.48%
33,726,000
+12,743,739
56
$1.19B 0.47%
17,910,200
+475,200
57
$1.17B 0.46%
32,910,873
58
$1.15B 0.45%
9,440,011
-1,472,000
59
$1.13B 0.45%
19,639,900
-761,321
60
$1.1B 0.43%
29,011,000
-990,000
61
$1.07B 0.42%
16,866,361
-4,510,440
62
$1.04B 0.41%
20,114,000
+1,779,000
63
$1.04B 0.41%
14,217,550
-685,000
64
$1.03B 0.41%
19,547,922
+161,400
65
$1.02B 0.4%
15,110,911
+1,632,100
66
$1.02B 0.4%
17,973,874
67
$1.01B 0.4%
4,461,368
-146,632
68
$1.01B 0.4%
12,828,193
-81,931
69
$991M 0.39%
19,072,800
-700,000
70
$988M 0.39%
10,724,300
+2,157,000
71
$964M 0.38%
30,282,084
-1,000,000
72
$958M 0.38%
82,519,800
+477,000
73
$954M 0.38%
22,000,000
74
$953M 0.38%
7,171,464
+3,002,464
75
$943M 0.37%
15,873,878
+4,549,236
1 2
3
4 5