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
$286B
AUM Growth
+$9.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$1.32B
2
+$1.23B
3
+$1.21B
4
CTRA icon
Coterra Energy
CTRA
+$827M
5
CXO
CONCHO RESOURCES INC.
CXO
+$621M

Top Sells

1
+$4.27B
2
+$2.33B
3
+$1.28B
4
CVS icon
CVS Health
CVS
+$1.01B
5
COF icon
Capital One
COF
+$963M

Sector Composition

1 Healthcare 20.19%
2 Technology 12.85%
3 Industrials 11.43%
4 Communication Services 10.57%
5 Energy 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$779M 0.27%
8,716,188
-320,500
102
$743M 0.26%
28,219,000
+5,074,000
103
$735M 0.26%
12,061,132
+125,000
104
$726M 0.25%
17,562,858
+783,017
105
$724M 0.25%
23,440,000
106
$720M 0.25%
20,157,484
-5,059,000
107
$718M 0.25%
20,145,000
+4,543,000
108
$709M 0.25%
16,376,079
-450,000
109
$706M 0.25%
46,182,740
-62,458,272
110
$699M 0.24%
18,257,386
111
$692M 0.24%
7,900,000
112
$683M 0.24%
20,193,400
113
$672M 0.24%
5,262,106
-1,928,316
114
$664M 0.23%
6,345,000
115
$658M 0.23%
8,369,000
+1,772,400
116
$633M 0.22%
8,714,594
117
$629M 0.22%
3,029,095
+456,865
118
$621M 0.22%
11,706,596
+1,060,000
119
$621M 0.22%
+4,296,000
120
$602M 0.21%
9,073,249
121
$596M 0.21%
3,475,800
122
$592M 0.21%
5,678,500
+103,000
123
$588M 0.21%
7,721,050
+3,381,400
124
$578M 0.2%
16,462,383
+1,734,585
125
$576M 0.2%
14,596,000
3 4
5
6 7