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
$292B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$4.37B
2
+$1.49B
3
+$918M
4
KR icon
Kroger
KR
+$916M
5
KO icon
Coca-Cola
KO
+$589M

Top Sells

1
+$6.75B
2
+$1.71B
3
+$1.26B
4
PCP
PRECISION CASTPARTS CORP
PCP
+$1.05B
5
KLAC icon
KLA
KLAC
+$964M

Sector Composition

1 Healthcare 20.59%
2 Communication Services 13.08%
3 Technology 11.59%
4 Industrials 11.25%
5 Consumer Staples 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1B 0.34%
25,889,985
-3,946,300
77
$980M 0.34%
13,471,721
78
$967M 0.33%
27,964,820
-2,022,326
79
$952M 0.33%
14,132,240
-208,000
80
$951M 0.33%
17,493,300
-3,678,500
81
$944M 0.32%
13,796,688
+141,000
82
$932M 0.32%
18,317,530
83
$930M 0.32%
14,899,667
84
$911M 0.31%
19,749,408
-1,500,000
85
$911M 0.31%
21,341,000
-11,259,049
86
$907M 0.31%
13,010,000
87
$904M 0.31%
11,763,550
+3,650,550
88
$860M 0.29%
4,819,785
89
$857M 0.29%
9,250,000
90
$853M 0.29%
7,885,800
91
$848M 0.29%
5,861,500
-81,000
92
$846M 0.29%
8,235,000
93
$842M 0.29%
8,111,585
-516,485
94
$811M 0.28%
10,343,000
-150,000
95
$791M 0.27%
7,916,188
96
$768M 0.26%
13,711,857
97
$747M 0.26%
11,387,500
+7,675,500
98
$745M 0.25%
6,225,302
-2,000
99
$740M 0.25%
10,988,129
+542,000
100
$739M 0.25%
13,098,355
+500,000
2 3
4
5 6