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
$429B
AUM Growth
-$876M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$1.15B
2
+$1.13B
3
+$912M
4
AFRM icon
Affirm
AFRM
+$861M
5
MS icon
Morgan Stanley
MS
+$855M

Top Sells

1
+$1.49B
2
+$1.17B
3
+$1.14B
4
FANG icon
Diamondback Energy
FANG
+$853M
5
ZBH icon
Zimmer Biomet
ZBH
+$614M

Sector Composition

1 Technology 21.3%
2 Communication Services 15.05%
3 Healthcare 14.45%
4 Consumer Discretionary 13.59%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.45B 0.34%
9,683,966
+91,816
77
$1.43B 0.33%
57,935,162
+3,932,069
78
$1.39B 0.32%
9,334,431
+1,408,073
79
$1.37B 0.32%
15,406,031
+649,789
80
$1.36B 0.32%
17,645,439
-4,440,950
81
$1.32B 0.31%
102,971,047
+517,860
82
$1.29B 0.3%
37,209,443
+8,307,931
83
$1.24B 0.29%
4,378,770
-2,109,121
84
$1.2B 0.28%
2,100,984
-677
85
$1.17B 0.27%
11,380,341
-174,488
86
$1.17B 0.27%
14,863,835
+529,148
87
$1.16B 0.27%
118,876,651
-3,775,923
88
$1.15B 0.27%
14,198,528
+57,434
89
$1.14B 0.27%
1,439,587
-29,670
90
$1.13B 0.26%
15,411,614
+450,232
91
$1.12B 0.26%
3,399,177
+39
92
$1.12B 0.26%
18,438,963
+2,696,215
93
$1.06B 0.25%
7,328,228
-755,761
94
$1.05B 0.25%
10,794,634
+41,931
95
$1.02B 0.24%
9,273,119
+345,492
96
$1.02B 0.24%
11,516,706
-1,082
97
$1.02B 0.24%
4,931,753
-282
98
$1.01B 0.24%
15,721,176
-75,610
99
$1.01B 0.24%
2,590,534
+11,466
100
$977M 0.23%
2,831,874
+311,657
2 3
4
5 6