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
$292B
AUM Growth
+$2.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$4.73B
2
+$1.09B
3
+$775M
4
AIG icon
American International
AIG
+$707M
5
FCX icon
Freeport-McMoran
FCX
+$553M

Top Sells

1
+$1.72B
2
+$1.56B
3
+$1.24B
4
AMGN icon
Amgen
AMGN
+$974M
5
VZ icon
Verizon
VZ
+$680M

Sector Composition

1 Healthcare 19.37%
2 Technology 11.55%
3 Communication Services 10.85%
4 Consumer Staples 10.39%
5 Industrials 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43B 0.49%
52,954,319
+2,101,098
52
$1.43B 0.49%
27,485,535
-1,967,301
53
$1.39B 0.47%
13,424,283
-16,585,175
54
$1.34B 0.46%
56,012,888
+2,944,824
55
$1.34B 0.46%
11,987,002
-190,160
56
$1.28B 0.44%
99,044,717
+175,788
57
$1.27B 0.44%
10,582,811
-138,689
58
$1.27B 0.43%
114,175,293
+49,597,808
59
$1.27B 0.43%
66,089,612
-219,578
60
$1.26B 0.43%
16,596,856
+218,191
61
$1.26B 0.43%
22,068,846
+19,644
62
$1.25B 0.43%
8,651,377
+6,177
63
$1.24B 0.43%
23,069,163
+22,855
64
$1.23B 0.42%
15,853,303
+8
65
$1.2B 0.41%
13,259,970
-178,816
66
$1.19B 0.41%
13,498,120
+26,399
67
$1.15B 0.39%
22,500,591
-4,172,484
68
$1.13B 0.38%
33,605,147
-1,121,253
69
$1.12B 0.38%
34,386,534
-1,477,300
70
$1.12B 0.38%
6,753,576
-7,512,298
71
$1.1B 0.38%
25,328,094
-93,706
72
$1.09B 0.37%
12,679,773
+929,411
73
$1.08B 0.37%
7,463,703
+3,341,417
74
$1.08B 0.37%
41,938,233
-106,842
75
$1.03B 0.35%
12,092,131
-4,898,399
1 2
3
4 5