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
$308B
AUM Growth
+$5.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$5.61B
2
+$1.71B
3
+$1.51B
4
GS icon
Goldman Sachs
GS
+$1.15B
5
WFC icon
Wells Fargo
WFC
+$1.01B

Top Sells

1
+$1.96B
2
+$1.33B
3
+$981M
4
TXN icon
Texas Instruments
TXN
+$833M
5
AET
Aetna Inc
AET
+$831M

Sector Composition

1 Healthcare 16.85%
2 Technology 13.63%
3 Financials 11.28%
4 Communication Services 10.33%
5 Energy 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.01B 0.33%
11,548,593
-1,948,317
77
$1.01B 0.33%
8,596,713
+6,796,707
78
$1B 0.32%
14,562,709
+3,012,972
79
$1B 0.32%
8,177,059
+1,946
80
$996M 0.32%
12,648,009
-275,177
81
$990M 0.32%
35,031,356
+406,426
82
$988M 0.32%
19,625,990
-2,535,738
83
$984M 0.32%
11,897,353
+3,180,169
84
$977M 0.32%
10,117,894
+118
85
$966M 0.31%
18,317,530
86
$961M 0.31%
13,363,980
+435,298
87
$926M 0.3%
11,024,899
-699,991
88
$924M 0.3%
17,986,288
-798,326
89
$898M 0.29%
26,037,633
+1,150
90
$898M 0.29%
15,512,000
+7,281,000
91
$892M 0.29%
7,290,400
-8,014,731
92
$890M 0.29%
12,895,048
+82,860
93
$864M 0.28%
29,966,000
-168,000
94
$857M 0.28%
24,127,915
-9,474,845
95
$848M 0.28%
17,469,176
96
$845M 0.27%
8,405,733
-1,702,637
97
$834M 0.27%
7,240,585
-497,106
98
$833M 0.27%
12,817,005
99
$832M 0.27%
7,211,131
+335,815
100
$830M 0.27%
7,934,284
-677
2 3
4
5 6