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
$331B
AUM Growth
+$26.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$1.54B
2
+$1.12B
3
+$967M
4
NFLX icon
Netflix
NFLX
+$943M
5
GE icon
GE Aerospace
GE
+$924M

Top Sells

1
+$1.58B
2
+$1.54B
3
+$1.47B
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.43B
5
MSFT icon
Microsoft
MSFT
+$1.22B

Sector Composition

1 Technology 18.98%
2 Healthcare 17.33%
3 Industrials 12.85%
4 Consumer Discretionary 11.86%
5 Financials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.13B 0.34%
2,200,147
-638,523
77
$1.11B 0.34%
13,303,336
-3,566,380
78
$1.07B 0.32%
3,018,009
+226,056
79
$1.07B 0.32%
9,461,545
-1,068,693
80
$1.07B 0.32%
15,428,273
+1,800,156
81
$1.06B 0.32%
34,110,235
-3,969,346
82
$1.05B 0.32%
114,793,989
-2,396,339
83
$1.03B 0.31%
3,904,524
-1,435,113
84
$1.02B 0.31%
10,174,168
-264,486
85
$1.02B 0.31%
16,584,635
-405,136
86
$1.01B 0.3%
15,116,657
+1,745,409
87
$1.01B 0.3%
8,518,228
+9,997
88
$1B 0.3%
25,154,737
-3,174,093
89
$1B 0.3%
5,949,004
-163,982
90
$999M 0.3%
16,304,238
-10,677,771
91
$986M 0.3%
15,377,060
-97,537
92
$982M 0.3%
7,237,222
-890,932
93
$967M 0.29%
+66,170,820
94
$956M 0.29%
1,517,534
+75,813
95
$939M 0.28%
7,625,505
+1,205,041
96
$875M 0.26%
1,335,629
-13,055
97
$869M 0.26%
20,900,743
+3,326
98
$861M 0.26%
17,643,593
+9,822,782
99
$848M 0.26%
9,110,235
-1,585,501
100
$826M 0.25%
14,680,934
+5,197,202
2 3
4
5 6