Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $542B
1-Year Est. Return 32.05%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$2.66B
3 +$1.71B
4
ORCL icon
Oracle
ORCL
+$1.63B
5
NVDA icon
NVIDIA
NVDA
+$1.15B

Top Sells

1 +$3.92B
2 +$2.3B
3 +$2.28B
4
SHOP icon
Shopify
SHOP
+$1.22B
5
LVS icon
Las Vegas Sands
LVS
+$1.09B

Sector Composition

1 Technology 31.36%
2 Healthcare 13.6%
3 Consumer Discretionary 12.13%
4 Financials 10.03%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MDLZ icon
76
Mondelez International
MDLZ
$76.8B
$1.59B 0.29%
29,521,307
-183,521
PYPL icon
77
PayPal
PYPL
$41.9B
$1.58B 0.29%
27,131,594
-822,209
IR icon
78
Ingersoll Rand
IR
$37B
$1.54B 0.28%
19,476,801
+222,125
T icon
79
AT&T
T
$192B
$1.54B 0.28%
62,108,173
-3,499,662
AMGN icon
80
Amgen
AMGN
$204B
$1.52B 0.28%
4,648,155
-83,135
XPO icon
81
XPO
XPO
$24B
$1.52B 0.28%
11,157,329
-2,858,675
V icon
82
Visa
V
$609B
$1.51B 0.28%
4,315,877
+1,118,472
BLD icon
83
TopBuild
BLD
$13.1B
$1.5B 0.28%
3,594,131
+97,247
MRSH
84
Marsh
MRSH
$89.7B
$1.48B 0.27%
7,987,794
-1,873,273
GLW icon
85
Corning
GLW
$129B
$1.48B 0.27%
16,890,802
+5,831,873
COF icon
86
Capital One
COF
$130B
$1.43B 0.26%
5,887,545
-2,538,515
ACN icon
87
Accenture
ACN
$128B
$1.41B 0.26%
5,254,707
-422,383
SW
88
Smurfit Westrock
SW
$24.3B
$1.4B 0.26%
36,127,677
+8,596,558
SYY icon
89
Sysco
SYY
$42.7B
$1.34B 0.25%
18,247,457
-113,250
PG icon
90
Procter & Gamble
PG
$381B
$1.3B 0.24%
9,063,288
-814,590
BTI icon
91
British American Tobacco
BTI
$136B
$1.26B 0.23%
22,333,402
+264,511
PODD icon
92
Insulet
PODD
$17.7B
$1.25B 0.23%
4,408,972
-140,097
STX icon
93
Seagate
STX
$89.3B
$1.24B 0.23%
4,511,989
-1,677,655
PNW icon
94
Pinnacle West Capital
PNW
$11.9B
$1.19B 0.22%
13,466,845
-2,386,457
BKR icon
95
Baker Hughes
BKR
$64.1B
$1.17B 0.22%
25,757,875
-145,366
FLUT icon
96
Flutter Entertainment
FLUT
$21.6B
$1.16B 0.21%
5,399,277
-1,007,168
ITW icon
97
Illinois Tool Works
ITW
$83.7B
$1.14B 0.21%
4,636,392
+142,837
KO icon
98
Coca-Cola
KO
$346B
$1.12B 0.21%
15,954,116
-1,910,546
MSTR icon
99
Strategy Inc
MSTR
$44.5B
$1.06B 0.2%
7,008,535
+2,803,277
SHW icon
100
Sherwin-Williams
SHW
$89.4B
$1.06B 0.2%
3,277,302
-155,675