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
$316B
AUM Growth
+$61.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$2.26B
2
+$1.12B
3
+$922M
4
CMCSA icon
Comcast
CMCSA
+$920M
5
PM icon
Philip Morris
PM
+$876M

Top Sells

1
+$5.5B
2
+$1.73B
3
+$1.61B
4
TDG icon
TransDigm Group
TDG
+$850M
5
ABT icon
Abbott
ABT
+$773M

Sector Composition

1 Healthcare 20.46%
2 Technology 19.55%
3 Communication Services 14.69%
4 Consumer Discretionary 11.55%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$984M 0.31%
16,381,304
-185,140
77
$966M 0.31%
13,156,701
-8,270,249
78
$965M 0.31%
5,706,345
-782,432
79
$962M 0.3%
12,837,051
+446,285
80
$937M 0.3%
60,866,959
+3,851,635
81
$934M 0.3%
5,183,141
-472,057
82
$886M 0.28%
16,062,933
+1,176,820
83
$859M 0.27%
22,165,675
+753,896
84
$829M 0.26%
16,484,686
+2,350,785
85
$828M 0.26%
18,397,822
-140,641
86
$808M 0.26%
19,326,796
-244,861
87
$808M 0.26%
18,095,118
+1,170,671
88
$799M 0.25%
10,030,530
-5,494,984
89
$793M 0.25%
33,100,256
-3,036,680
90
$792M 0.25%
10,432,432
+2,626,360
91
$786M 0.25%
8,592,185
+6,887,173
92
$778M 0.25%
15,829,166
+1,518,050
93
$776M 0.25%
13,105,218
-132,908
94
$761M 0.24%
11,008,824
-1,146,642
95
$754M 0.24%
4,704,681
+829,723
96
$733M 0.23%
77,326,742
+48,968
97
$726M 0.23%
5,492,721
-3,127
98
$724M 0.23%
4,201,339
-2,280,818
99
$704M 0.22%
5,209,309
-1,737
100
$703M 0.22%
18,099,021
-1,263,118
2 3
4
5 6