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
$321B
AUM Growth
-$84.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$945M
3
+$890M
4
RTX icon
RTX Corp
RTX
+$675M
5
VZ icon
Verizon
VZ
+$660M

Top Sells

1
+$1.81B
2
+$1.49B
3
+$1.06B
4
SCHW icon
Charles Schwab
SCHW
+$1.02B
5
AVGO icon
Broadcom
AVGO
+$965M

Sector Composition

1 Technology 19.65%
2 Healthcare 16.3%
3 Consumer Discretionary 11.31%
4 Industrials 10.89%
5 Financials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.82B 0.57%
28,833,479
+2,824,680
52
$1.82B 0.57%
3,890,140
-274,316
53
$1.74B 0.54%
21,850,969
+2,226,382
54
$1.72B 0.53%
57,585,145
+16,323,836
55
$1.64B 0.51%
56,289,775
-23,710,889
56
$1.62B 0.51%
5,942,909
+647,155
57
$1.61B 0.5%
31,528,804
+201,051
58
$1.58B 0.49%
3,677,032
+194,263
59
$1.54B 0.48%
13,851,057
+357,006
60
$1.5B 0.47%
19,578,856
+8,630,239
61
$1.49B 0.46%
16,671,723
+2,834,231
62
$1.47B 0.46%
10,905,808
-1,322,458
63
$1.47B 0.46%
41,579,621
+940,510
64
$1.47B 0.46%
6,743,034
-186,598
65
$1.47B 0.46%
18,919,552
+5,658,518
66
$1.37B 0.43%
7,133,504
+14,681
67
$1.35B 0.42%
6,597,061
-1,243,877
68
$1.34B 0.42%
26,395,963
+13,005,978
69
$1.18B 0.37%
37,811,970
+7,691,900
70
$1.16B 0.36%
4,704,778
-340,233
71
$1.16B 0.36%
44,923,702
+13,849,290
72
$1.13B 0.35%
5,052,207
+2,744,916
73
$1.07B 0.33%
16,928,346
+109,162
74
$1.04B 0.32%
11,543,504
-791,549
75
$1.02B 0.32%
11,928,110
+10,388,472
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3
4 5