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
$290B
AUM Growth
-$2.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$1.49B
2
+$1.42B
3
+$1.03B
4
MCK icon
McKesson
MCK
+$934M
5
AAPL icon
Apple
AAPL
+$895M

Top Sells

1
+$2.67B
2
+$2.21B
3
+$2.02B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.86B
5
NSC icon
Norfolk Southern
NSC
+$1.16B

Sector Composition

1 Healthcare 18.47%
2 Technology 12.2%
3 Communication Services 12.18%
4 Industrials 10.61%
5 Consumer Staples 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$772M 0.27%
25,218,720
102
$764M 0.26%
10,352,600
-2,657,400
103
$734M 0.25%
10,118,704
-5,595,000
104
$721M 0.25%
6,334,698
+109,396
105
$698M 0.24%
14,294,100
+2,425,000
106
$697M 0.24%
32,531,083
+699,083
107
$692M 0.24%
9,051,049
+1,500,091
108
$682M 0.24%
9,243,000
-1,100,000
109
$673M 0.23%
19,371,825
+89,950
110
$668M 0.23%
64,577,485
+14,393,200
111
$664M 0.23%
19,339,820
-8,625,000
112
$663M 0.23%
22,531,800
-3,153,000
113
$659M 0.23%
38,719,414
+22,948,414
114
$643M 0.22%
10,895,000
115
$642M 0.22%
10,198,855
-2,899,500
116
$627M 0.22%
6,988,058
117
$622M 0.21%
+4,419,000
118
$620M 0.21%
17,961,435
+5,002,356
119
$618M 0.21%
11,543,300
+155,800
120
$608M 0.21%
10,275,000
+2,996,800
121
$601M 0.21%
17,765,062
+3,762,726
122
$597M 0.21%
4,122,286
+2,288,648
123
$590M 0.2%
23,776,892
124
$584M 0.2%
5,417,763
+1,166,505
125
$572M 0.2%
9,769,200
-9,140,440
3 4
5
6 7