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
$303B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$954M
2
+$539M
3
+$535M
4
TRP icon
TC Energy
TRP
+$498M
5
SO icon
Southern Company
SO
+$429M

Top Sells

1
+$1.26B
2
+$1.07B
3
+$747M
4
AMGN icon
Amgen
AMGN
+$661M
5
DHR icon
Danaher
DHR
+$651M

Sector Composition

1 Healthcare 18.92%
2 Technology 12.34%
3 Communication Services 10.31%
4 Energy 10.07%
5 Consumer Discretionary 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$784M 0.26%
30,134,000
102
$782M 0.26%
12,817,005
-115,000
103
$775M 0.26%
19,281,042
-660,000
104
$765M 0.25%
9,246,296
+203,852
105
$758M 0.25%
29,369,388
-12,568,845
106
$737M 0.24%
156,404,433
+4,309,277
107
$729M 0.24%
52,646,988
-3,234,438
108
$727M 0.24%
3,991,952
-2,761,624
109
$719M 0.24%
6,875,316
-344,941
110
$714M 0.24%
7,013,658
+2,656,656
111
$711M 0.24%
19,403,517
+35,124
112
$711M 0.23%
13,854,000
+8,354,000
113
$706M 0.23%
5,512,878
-2,345,143
114
$699M 0.23%
4,332,683
+542,966
115
$694M 0.23%
17,469,176
+5,100,000
116
$679M 0.22%
23,762,919
+3,106
117
$672M 0.22%
17,304,254
-5,146,659
118
$660M 0.22%
9,250,639
-378
119
$660M 0.22%
13,970,704
+5,824,755
120
$640M 0.21%
3,618,013
-352,879
121
$629M 0.21%
19,827,011
+1,401,370
122
$628M 0.21%
20,934,225
+3,076,905
123
$603M 0.2%
4,988,813
-776
124
$587M 0.19%
8,717,184
+4,387,737
125
$586M 0.19%
10,756,366
-3,077
3 4
5
6 7