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
$453B
AUM Growth
+$24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1 +$2.56B
2 +$1.88B
3 +$1.45B
4
GE icon
GE Aerospace
GE
+$1.44B
5
MELI icon
Mercado Libre
MELI
+$1.06B

Top Sells

1 +$3.51B
2 +$2.07B
3 +$1.92B
4
C icon
Citigroup
C
+$1.75B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.49B

Sector Composition

1 Technology 22.93%
2 Healthcare 14.65%
3 Consumer Discretionary 14.23%
4 Communication Services 12.66%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.08B 0.46%
7,811,512
+579,764
52
$2.08B 0.46%
86,254,355
+28,319,193
53
$1.96B 0.43%
161,081,863
+92,603
54
$1.95B 0.43%
3,443,997
-889,237
55
$1.95B 0.43%
19,364,986
+4,906,839
56
$1.94B 0.43%
18,543,250
+187,146
57
$1.87B 0.41%
11,210,133
+1,926,816
58
$1.86B 0.41%
15,598,877
+340,983
59
$1.86B 0.41%
8,312,413
+116,794
60
$1.85B 0.41%
39,679,860
+2,435,667
61
$1.84B 0.41%
49,811,900
-3,472,380
62
$1.83B 0.4%
11,712,677
-168,806
63
$1.83B 0.4%
23,740,080
-1,909,095
64
$1.8B 0.4%
6,706,341
+2,867
65
$1.8B 0.4%
3,872,000
+1,281,466
66
$1.78B 0.39%
26,420,726
-168,177
67
$1.75B 0.39%
30,800,599
-4,872,804
68
$1.69B 0.37%
3,579,753
-932,059
69
$1.66B 0.37%
10,081,087
+746,656
70
$1.62B 0.36%
17,328,116
+1,423,925
71
$1.6B 0.35%
5,698,830
-2,469,155
72
$1.6B 0.35%
11,172,139
+4,043,708
73
$1.59B 0.35%
14,236,967
+38,439
74
$1.57B 0.35%
15,412,364
+6,333
75
$1.56B 0.35%
30,063,234
+651,805