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
$292B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$4.37B
2
+$1.49B
3
+$918M
4
KR icon
Kroger
KR
+$916M
5
KO icon
Coca-Cola
KO
+$589M

Top Sells

1
+$6.75B
2
+$1.71B
3
+$1.26B
4
PCP
PRECISION CASTPARTS CORP
PCP
+$1.05B
5
KLAC icon
KLA
KLAC
+$964M

Sector Composition

1 Healthcare 20.59%
2 Communication Services 13.08%
3 Technology 11.59%
4 Industrials 11.25%
5 Consumer Staples 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$727M 0.25%
13,851,700
+3,545,000
102
$723M 0.25%
31,832,000
103
$720M 0.25%
12,444,348
+93,028
104
$711M 0.24%
84,221,712
+18,616,026
105
$690M 0.24%
25,397,033
-10,491,300
106
$689M 0.24%
15,043,016
+2,006,609
107
$676M 0.23%
25,684,800
+748,800
108
$650M 0.22%
10,066,700
-530,300
109
$648M 0.22%
12,102,000
110
$637M 0.22%
10,537,177
111
$633M 0.22%
19,281,875
+346,950
112
$612M 0.21%
5,975,300
-1,000,000
113
$604M 0.21%
15,226,500
+2,650,000
114
$604M 0.21%
25,218,720
-4,310,000
115
$592M 0.2%
6,988,058
116
$590M 0.2%
8,269,695
+329,000
117
$586M 0.2%
7,550,958
+17,000
118
$581M 0.2%
10,895,000
+1,800,000
119
$565M 0.19%
31,940,528
-10,853,584
120
$565M 0.19%
21,066,946
-1,590,720
121
$534M 0.18%
4,756,473
+17,962
122
$533M 0.18%
14,002,336
+568,000
123
$532M 0.18%
20,228,100
-3,546,340
124
$528M 0.18%
+4,251,258
125
$528M 0.18%
11,869,100
+4,025,000
3 4
5
6 7