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
$270B
AUM Growth
+$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$1.12B
2
+$967M
3
+$945M
4
TMUS icon
T-Mobile US
TMUS
+$657M
5
AIG icon
American International
AIG
+$608M

Top Sells

1
+$2.51B
2
+$1.32B
3
+$1.08B
4
GM icon
General Motors
GM
+$739M
5
FRX
FOREST LABORATORIES INC
FRX
+$664M

Sector Composition

1 Healthcare 20.83%
2 Technology 12.2%
3 Industrials 11.56%
4 Communication Services 11.27%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$750M 0.28%
9,036,688
-2,041,640
102
$740M 0.27%
33,126,545
+151,000
103
$730M 0.27%
7,917,210
+3,210
104
$725M 0.27%
33,515,715
-1,864,050
105
$723M 0.27%
17,958,000
+3,188,000
106
$713M 0.26%
857,679
+188,240
107
$671M 0.25%
18,256,086
+78,820
108
$667M 0.25%
42,417,640
-3,970,500
109
$666M 0.25%
9,478,800
+693,800
110
$664M 0.25%
7,900,000
111
$650M 0.24%
25,040,000
-5,000,000
112
$644M 0.24%
7,693,549
+196,240
113
$637M 0.24%
3,281,495
+1,560
114
$624M 0.23%
8,714,594
115
$614M 0.23%
15,172,798
-3,300,000
116
$608M 0.23%
+11,917,900
117
$589M 0.22%
21,093,400
-9,172,374
118
$582M 0.22%
23,145,000
+6,135,000
119
$581M 0.22%
6,345,000
120
$565M 0.21%
9,571,915
+3,649,815
121
$561M 0.21%
3,167,360
+3,105,860
122
$538M 0.2%
9,364,200
+2,102,200
123
$521M 0.19%
11,446,300
-140,916
124
$515M 0.19%
9,871,500
+1,160,000
125
$514M 0.19%
3,417,300
+934,590
3 4
5
6 7