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
$303B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$954M
2
+$539M
3
+$535M
4
TRP icon
TC Energy
TRP
+$498M
5
SO icon
Southern Company
SO
+$429M

Top Sells

1
+$1.26B
2
+$1.07B
3
+$747M
4
AMGN icon
Amgen
AMGN
+$661M
5
DHR icon
Danaher
DHR
+$651M

Sector Composition

1 Healthcare 18.92%
2 Technology 12.34%
3 Communication Services 10.31%
4 Energy 10.07%
5 Consumer Discretionary 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56B 0.51%
15,109,804
+869,948
52
$1.54B 0.51%
17,401,260
+804,404
53
$1.52B 0.5%
139,981,480
+25,806,187
54
$1.51B 0.5%
32,092,980
+9,023,817
55
$1.45B 0.48%
26,974,590
-510,945
56
$1.43B 0.47%
9,349,671
+199,619
57
$1.39B 0.46%
57,390,778
+4,436,459
58
$1.38B 0.45%
66,079,528
-10,084
59
$1.37B 0.45%
7,367,002
+2,165,002
60
$1.35B 0.45%
16,845,618
+4,165,845
61
$1.33B 0.44%
97,952,367
-1,092,350
62
$1.32B 0.44%
11,986,460
-542
63
$1.3B 0.43%
22,497,691
-2,900
64
$1.27B 0.42%
8,800,120
+148,743
65
$1.26B 0.42%
10,964,104
+381,293
66
$1.21B 0.4%
13,496,910
-1,210
67
$1.19B 0.39%
22,161,728
+92,882
68
$1.14B 0.38%
34,385,530
-1,004
69
$1.1B 0.36%
47,352,614
-32,298,860
70
$1.09B 0.36%
15,964,849
+1,498,389
71
$1.06B 0.35%
33,602,760
-2,387
72
$1.05B 0.35%
13,258,542
-1,428
73
$1.04B 0.34%
11,554,794
+93
74
$1.03B 0.34%
23,759,558
-13,538,079
75
$1.02B 0.34%
18,317,530
1 2
3
4 5