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
$351B
AUM Growth
+$10.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$2.31B
2
+$2.1B
3
+$1.68B
4
MSFT icon
Microsoft
MSFT
+$1.48B
5
QCOM icon
Qualcomm
QCOM
+$1.28B

Top Sells

1
+$2.62B
2
+$1.72B
3
+$1.69B
4
PRU icon
Prudential Financial
PRU
+$1.16B
5
NFLX icon
Netflix
NFLX
+$1.05B

Sector Composition

1 Healthcare 19.63%
2 Technology 13.7%
3 Communication Services 12.92%
4 Consumer Discretionary 12.24%
5 Financials 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.13B 0.32%
6,150,559
+7,021
77
$1.13B 0.32%
9,614,399
+6,589,651
78
$1.11B 0.32%
14,046,393
+1,658,571
79
$1.11B 0.32%
13,992,546
+590,501
80
$1.11B 0.31%
18,140,904
-3,149,488
81
$1.1B 0.31%
7,053,010
+26,794
82
$1.1B 0.31%
16,045,221
-1,089,264
83
$1.07B 0.3%
3,982,968
+76,067
84
$1.06B 0.3%
21,841,330
-200
85
$1.06B 0.3%
20,356,354
-16,655,729
86
$1.05B 0.3%
21,438,606
+2,742,741
87
$1.05B 0.3%
472,694
+8,659
88
$1.02B 0.29%
15,804,284
+938,708
89
$1.02B 0.29%
14,442,407
-1,268,872
90
$1.01B 0.29%
9,181,338
-337,703
91
$982M 0.28%
22,890,848
+4,961,375
92
$979M 0.28%
9,769,013
+286
93
$964M 0.27%
7,524,597
+580,853
94
$956M 0.27%
8,681,690
-917,859
95
$955M 0.27%
16,556,020
+11,057
96
$937M 0.27%
6,492,998
+435,858
97
$932M 0.27%
15,303,900
+275,400
98
$924M 0.26%
16,616,950
+2,519,248
99
$903M 0.26%
22,591,664
-1,089,830
100
$902M 0.26%
11,683,005
+1
2 3
4
5 6