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
$319B
AUM Growth
+$2.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$3.26B
2
+$1.33B
3
+$944M
4
VZ icon
Verizon
VZ
+$896M
5
HOG icon
Harley-Davidson
HOG
+$776M

Top Sells

1
+$1.51B
2
+$1.38B
3
+$1.25B
4
MCK icon
McKesson
MCK
+$1.21B
5
CAT icon
Caterpillar
CAT
+$985M

Sector Composition

1 Healthcare 17.27%
2 Technology 16.26%
3 Consumer Discretionary 11.9%
4 Financials 11.32%
5 Communication Services 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$848M 0.27%
16,338,565
+2,696
102
$848M 0.27%
11,683,000
+425,000
103
$814M 0.25%
17,075,548
-74,944
104
$814M 0.25%
22,817,322
+19,818
105
$790M 0.25%
5,957,493
-39
106
$788M 0.25%
26,615,814
-504,010
107
$775M 0.24%
5,377,010
+3,283,010
108
$765M 0.24%
9,152,297
-2,295,500
109
$739M 0.23%
15,167,600
110
$732M 0.23%
17,724,836
+2,284,836
111
$731M 0.23%
18,345,554
-757,959
112
$729M 0.23%
8,419,131
-833,079
113
$719M 0.23%
6,936,691
+132,400
114
$715M 0.22%
14,940,226
+3,015,226
115
$713M 0.22%
12,648,088
-2,409,758
116
$702M 0.22%
10,110,731
+6,983,864
117
$685M 0.21%
12,717,070
+3,478,011
118
$683M 0.21%
55,557,318
-8,966,502
119
$665M 0.21%
14,663,236
-11,382,464
120
$662M 0.21%
10,294,842
-290
121
$645M 0.2%
10,180,945
-120,055
122
$637M 0.2%
17,087,394
+3,932
123
$621M 0.19%
12,963,850
-2,410,000
124
$591M 0.18%
11,721,700
-5,172,400
125
$587M 0.18%
16,461,421
-2,750,292
3 4
5
6 7