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
$486B
AUM Growth
+$5.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$3.14B
2
+$2.28B
3
+$1.9B
4
LLY icon
Eli Lilly
LLY
+$1.15B
5
WFC icon
Wells Fargo
WFC
+$998M

Top Sells

1
+$2.46B
2
+$2.29B
3
+$1.78B
4
BLK icon
Blackrock
BLK
+$1.48B
5
CARR icon
Carrier Global
CARR
+$1.35B

Sector Composition

1 Technology 26.7%
2 Healthcare 14.54%
3 Consumer Discretionary 13.72%
4 Industrials 11.27%
5 Communication Services 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.48B 0.3%
24,264,396
+470,409
77
$1.47B 0.3%
18,431,908
-565,523
78
$1.45B 0.3%
6,058,187
+1,547,677
79
$1.45B 0.3%
8,628,767
-5,900,856
80
$1.45B 0.3%
45,573,115
+27,799,744
81
$1.37B 0.28%
16,281,620
+9,489,579
82
$1.35B 0.28%
15,621,162
+5,640,443
83
$1.33B 0.27%
5,812,728
+370,111
84
$1.33B 0.27%
35,536,660
-3,233,006
85
$1.33B 0.27%
13,316,446
+5,784,573
86
$1.32B 0.27%
624,813
-41,455
87
$1.32B 0.27%
18,152,390
-4,775
88
$1.3B 0.27%
12,345,523
+2,500,761
89
$1.27B 0.26%
4,890,092
+839,686
90
$1.27B 0.26%
23,613,162
-2,173,456
91
$1.24B 0.26%
7,398,120
+2,846,560
92
$1.23B 0.25%
7,452,716
-2,187,121
93
$1.2B 0.25%
26,973,784
+2,751,618
94
$1.14B 0.23%
27,687,590
+177,232
95
$1.13B 0.23%
8,346,321
+579,359
96
$1.12B 0.23%
14,371,751
-3,576,503
97
$1.11B 0.23%
15,734,874
+14,210,193
98
$1.06B 0.22%
2,924,054
+1,196,861
99
$1.06B 0.22%
4,290,742
-661,719
100
$1.05B 0.22%
2,367,386
-89,869
2 3
4
5 6