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
$295B
AUM Growth
+$5.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$3.95B
2
+$1.42B
3
+$1.36B
4
CNQ icon
Canadian Natural Resources
CNQ
+$966M
5
USB icon
US Bancorp
USB
+$658M

Top Sells

1
+$2.4B
2
+$2.3B
3
+$1.75B
4
GS icon
Goldman Sachs
GS
+$1.15B
5
BRCM
BROADCOM CORP CL-A
BRCM
+$1.12B

Sector Composition

1 Healthcare 21.03%
2 Technology 12.36%
3 Industrials 11.39%
4 Communication Services 10.61%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1B 0.34%
33,918,472
+5,305,757
77
$986M 0.33%
11,377,004
-3,631,597
78
$948M 0.32%
13,469,678
+690,000
79
$947M 0.32%
29,803,651
+17,914,651
80
$932M 0.32%
8,384,840
-1,200,000
81
$910M 0.31%
17,522,600
-2,065,000
82
$910M 0.31%
34,025,145
+418,000
83
$909M 0.31%
12,930,550
+1,150,000
84
$869M 0.3%
24,939,697
+2,388,826
85
$863M 0.29%
23,773,220
+10,862,000
86
$857M 0.29%
28,809,000
-60,000
87
$837M 0.28%
14,527,709
88
$824M 0.28%
8,716,188
89
$816M 0.28%
7,853,867
-261,468
90
$808M 0.27%
8,742,300
91
$803M 0.27%
8,819,000
92
$803M 0.27%
22,093,400
-2,037,000
93
$794M 0.27%
38,885,874
-1,956,000
94
$780M 0.26%
13,409,323
+4,755,073
95
$778M 0.26%
11,597,115
-2,500,000
96
$766M 0.26%
28,057,382
+14,146,636
97
$759M 0.26%
8,542,500
-232,000
98
$757M 0.26%
7,530,841
-583,845
99
$748M 0.25%
7,900,000
100
$744M 0.25%
5,180,635
+435,000
2 3
4
5 6