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
$286B
AUM Growth
+$9.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$1.32B
2
+$1.23B
3
+$1.21B
4
CTRA icon
Coterra Energy
CTRA
+$827M
5
CXO
CONCHO RESOURCES INC.
CXO
+$621M

Top Sells

1
+$4.27B
2
+$2.33B
3
+$1.28B
4
CVS icon
CVS Health
CVS
+$1.01B
5
COF icon
Capital One
COF
+$963M

Sector Composition

1 Healthcare 20.19%
2 Technology 12.85%
3 Industrials 11.43%
4 Communication Services 10.57%
5 Energy 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$962M 0.34%
21,161,175
-1,747,200
77
$946M 0.33%
25,105,875
-1,483,398
78
$945M 0.33%
37,266,155
+2,525,093
79
$929M 0.32%
11,455,427
-11,472,573
80
$924M 0.32%
64,578,600
-14,988,000
81
$922M 0.32%
8,007,000
+617,000
82
$916M 0.32%
12,779,678
+3,875,265
83
$908M 0.32%
24,130,400
84
$903M 0.32%
8,971,300
-4,975,030
85
$899M 0.31%
16,989,088
+897,163
86
$896M 0.31%
26,241,715
+24,221,813
87
$893M 0.31%
45,249,704
+1,286,293
88
$892M 0.31%
12,280,550
-993,000
89
$889M 0.31%
8,524,500
+4,198,781
90
$888M 0.31%
15,405,785
+1,889,285
91
$852M 0.3%
33,607,145
+480,600
92
$850M 0.3%
7,820,833
+3,715,000
93
$845M 0.3%
66,206,886
-12,947,440
94
$841M 0.29%
17,508,000
95
$805M 0.28%
10,864,200
96
$797M 0.28%
17,519,996
-12,704,550
97
$796M 0.28%
7,912,900
-5,787,436
98
$795M 0.28%
8,537,841
+600,000
99
$791M 0.28%
9,961,000
-3,419,000
100
$784M 0.27%
6,295,413
-2,236,114
2 3
4
5 6