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
$289B
AUM Growth
+$2.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$1.03B
2
+$872M
3
+$721M
4
ABBV icon
AbbVie
ABBV
+$560M
5
VTR icon
Ventas
VTR
+$540M

Top Sells

1
+$1.65B
2
+$907M
3
+$897M
4
ORCL icon
Oracle
ORCL
+$778M
5
BHI
Baker Hughes
BHI
+$557M

Sector Composition

1 Healthcare 21.41%
2 Technology 12.87%
3 Industrials 11.05%
4 Communication Services 10.38%
5 Consumer Staples 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41B 0.49%
44,009,117
-1,654,600
52
$1.39B 0.48%
12,318,613
+9,150,370
53
$1.36B 0.47%
53,967,100
+34,630,750
54
$1.35B 0.47%
58,427,655
+258,375
55
$1.35B 0.47%
10,227,064
+1,680,785
56
$1.3B 0.45%
18,021,813
+145,800
57
$1.3B 0.45%
15,008,601
-4,480,299
58
$1.25B 0.43%
18,122,800
-250,000
59
$1.2B 0.41%
15,744,407
60
$1.19B 0.41%
21,036,053
+500,000
61
$1.18B 0.41%
22,320,512
+195,894
62
$1.17B 0.4%
15,974,866
63
$1.12B 0.39%
6,098,846
+282,120
64
$1.1B 0.38%
23,103,100
65
$1.1B 0.38%
64,428,600
-150,000
66
$1.1B 0.38%
18,738,922
-809,000
67
$1.08B 0.38%
32,277,185
+4,117,195
68
$1.07B 0.37%
20,000,000
69
$1.06B 0.37%
66,309,190
70
$1.03B 0.36%
19,587,600
71
$1.02B 0.35%
12,779,678
72
$1B 0.35%
8,007,000
73
$966M 0.33%
26,713,896
+1,608,021
74
$942M 0.33%
9,584,840
75
$935M 0.32%
28,612,715
+2,371,000
1 2
3
4 5