Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $533B
1-Year Est. Return 30.79%
 

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
+30.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$533B
AUM Growth
+$33.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$3.31B
3 +$2.52B
4
AMAT icon
Applied Materials
AMAT
+$2.11B
5
AMZN icon
Amazon
AMZN
+$2.1B

Top Sells

1 +$6.4B
2 +$4.16B
3 +$2.14B
4
MU icon
Micron Technology
MU
+$1.34B
5
AVGO icon
Broadcom
AVGO
+$1.26B

Sector Composition

1 Technology 30.98%
2 Consumer Discretionary 12.79%
3 Healthcare 12.73%
4 Industrials 10.59%
5 Financials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ITW icon
101
Illinois Tool Works
ITW
$74.9B
$1.17B 0.22%
4,493,555
+131,702
BTI icon
102
British American Tobacco
BTI
$124B
$1.17B 0.22%
22,068,891
+559,189
V icon
103
Visa
V
$671B
$1.09B 0.2%
3,197,405
+1,353,441
NVR icon
104
NVR
NVR
$20.5B
$1.07B 0.2%
133,003
+9,877
CMCSA icon
105
Comcast
CMCSA
$99.2B
$1.06B 0.2%
33,706,330
+10,633,206
PCG icon
106
PG&E
PCG
$33.3B
$1.04B 0.2%
68,930,804
+31,613,248
SWK icon
107
Stanley Black & Decker
SWK
$11.7B
$949M 0.18%
12,768,115
+116,302
AMT icon
108
American Tower
AMT
$84.6B
$947M 0.18%
4,924,771
+15,145
CI icon
109
Cigna
CI
$73.4B
$916M 0.17%
3,179,301
+1,855,897
GLW icon
110
Corning
GLW
$75.7B
$907M 0.17%
+11,058,929
GFL icon
111
GFL Environmental
GFL
$15.4B
$881M 0.17%
18,595,696
-499,035
CVS icon
112
CVS Health
CVS
$101B
$865M 0.16%
11,469,250
+2,253,531
HON icon
113
Honeywell
HON
$123B
$852M 0.16%
4,046,957
+55,681
PEP icon
114
PepsiCo
PEP
$206B
$849M 0.16%
6,048,615
-708,169
COR icon
115
Cencora
COR
$67.1B
$832M 0.16%
2,661,033
+15,714
COST icon
116
Costco
COST
$393B
$805M 0.15%
869,356
-28,727
CNP icon
117
CenterPoint Energy
CNP
$24.7B
$803M 0.15%
20,706,563
-623,221
MO icon
118
Altria Group
MO
$98.6B
$801M 0.15%
12,131,644
+47,757
DHI icon
119
D.R. Horton
DHI
$45.5B
$785M 0.15%
4,633,933
-2,713,066
DASH icon
120
DoorDash
DASH
$98B
$781M 0.15%
2,870,284
-745,709
VZ icon
121
Verizon
VZ
$172B
$755M 0.14%
17,176,941
-1,451,089
APP icon
122
Applovin
APP
$227B
$744M 0.14%
+1,035,293
KKR icon
123
KKR & Co
KKR
$122B
$725M 0.14%
5,578,779
-1,918,939
ISRG icon
124
Intuitive Surgical
ISRG
$192B
$694M 0.13%
1,552,672
-1,302,661
PEG icon
125
Public Service Enterprise Group
PEG
$39.4B
$679M 0.13%
8,132,936
+477,387