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
$405B
AUM Growth
-$47.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$2.12B
2
+$2.08B
3
+$1.94B
4
AAPL icon
Apple
AAPL
+$1.63B
5
EPAM icon
EPAM Systems
EPAM
+$1.42B

Top Sells

1
+$3.04B
2
+$2.69B
3
+$1.99B
4
HD icon
Home Depot
HD
+$1.46B
5
CSX icon
CSX Corp
CSX
+$1.17B

Sector Composition

1 Technology 21.43%
2 Healthcare 14.23%
3 Consumer Discretionary 12.89%
4 Industrials 10.06%
5 Communication Services 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.02B 0.5%
121,416,869
-66,651,959
52
$2.01B 0.5%
23,832,375
+22,953,375
53
$1.97B 0.49%
31,327,753
+527,154
54
$1.94B 0.48%
6,534,789
+4,798,503
55
$1.87B 0.46%
5,295,754
+3,964,679
56
$1.87B 0.46%
7,840,938
-1,259,520
57
$1.85B 0.46%
6,929,632
-881,880
58
$1.82B 0.45%
21,746,149
-1,993,931
59
$1.82B 0.45%
26,008,799
+3,144,006
60
$1.81B 0.45%
4,164,456
+292,456
61
$1.78B 0.44%
26,246,580
-174,146
62
$1.77B 0.44%
11,820,942
-1,201,548
63
$1.67B 0.41%
19,624,587
+1,563,929
64
$1.66B 0.41%
30,007,520
-55,714
65
$1.63B 0.4%
7,122,568
+306,258
66
$1.62B 0.4%
20,877,113
+3,548,997
67
$1.58B 0.39%
13,850,277
-386,690
68
$1.56B 0.38%
7,118,823
-102,552
69
$1.54B 0.38%
40,639,111
-9,172,789
70
$1.54B 0.38%
3,482,769
+194,371
71
$1.52B 0.38%
31,074,412
+5,318,672
72
$1.51B 0.37%
12,228,266
+1,056,127
73
$1.49B 0.37%
117,021,869
-2,846,107
74
$1.43B 0.35%
30,867,478
+11,502,492
75
$1.35B 0.33%
10,570,040
+1,071,860
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3
4 5