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Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $645B
1-Year Est. Return 30.61%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$645B
AUM Growth
+$103B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1 +$9.76B
2 +$9.53B
3 +$8.35B
4
AMZN icon
Amazon
AMZN
+$6.25B
5
CSCO icon
Cisco
CSCO
+$5.01B

Top Sells

1 +$4.73B
2 +$1.86B
3 +$1.54B
4
AIG icon
American International
AIG
+$1.45B
5
COF icon
Capital One
COF
+$1.43B

Sector Composition

1 Technology 29.96%
2 Healthcare 12.5%
3 Consumer Discretionary 11.56%
4 Industrials 9.85%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CEG icon
101
Constellation Energy
CEG
$96.5B
$1.34B 0.21%
4,787,994
+2,910,792
HON icon
102
Honeywell
HON
$141B
$1.33B 0.21%
5,905,232
+1,818,154
ENTG icon
103
Entegris
ENTG
$25.6B
$1.33B 0.21%
11,370,375
+5,390,741
WELL icon
104
Welltower
WELL
$154B
$1.29B 0.2%
6,534,932
+6,228,622
ITW icon
105
Illinois Tool Works
ITW
$75.3B
$1.24B 0.19%
4,758,291
+121,899
PG icon
106
Procter & Gamble
PG
$351B
$1.22B 0.19%
8,433,333
-629,955
FICO icon
107
Fair Isaac
FICO
$25.5B
$1.2B 0.19%
1,119,457
+813,880
SHW icon
108
Sherwin-Williams
SHW
$79.6B
$1.16B 0.18%
3,613,050
+335,748
CHTR icon
109
Charter Communications
CHTR
$16.2B
$1.14B 0.18%
5,293,545
+478,123
ACN icon
110
Accenture
ACN
$77.7B
$1.14B 0.18%
5,733,165
+478,458
AFRM icon
111
Affirm
AFRM
$24.1B
$1.13B 0.17%
24,592,033
+1,446,091
NVR icon
112
NVR
NVR
$17.2B
$1.07B 0.17%
162,965
+29,411
CIEN icon
113
Ciena
CIEN
$65.1B
$1.07B 0.17%
+2,750,050
APP icon
114
Applovin
APP
$157B
$1.05B 0.16%
2,638,869
+1,429,238
MDLN
115
Medline Inc
MDLN
$29.8B
$1.03B 0.16%
23,161,670
+8,377,467
CME icon
116
CME Group
CME
$87.5B
$985M 0.15%
3,334,426
+2,272,083
GFL icon
117
GFL Environmental
GFL
$13B
$966M 0.15%
23,151,980
+1,288,348
AXP icon
118
American Express
AXP
$230B
$959M 0.15%
3,170,551
-1,297,086
MSTR icon
119
Strategy Inc
MSTR
$36.9B
$950M 0.15%
7,615,709
+607,174
TJX icon
120
TJX Companies
TJX
$182B
$941M 0.15%
5,897,150
+2,945,733
BRK.B icon
121
Berkshire Hathaway Class B
BRK.B
$1.06T
$924M 0.14%
1,928,765
-107,910
SWK icon
122
Stanley Black & Decker
SWK
$13B
$922M 0.14%
12,975,998
+119,481
AZN icon
123
AstraZeneca
AZN
$281B
$902M 0.14%
4,611,176
+4,195,615
ATI icon
124
ATI
ATI
$27.2B
$896M 0.14%
6,160,107
+2,548,383
WDC icon
125
Western Digital
WDC
$231B
$895M 0.14%
+3,309,625