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
$366B
AUM Growth
+$14.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.97B
2
+$1.74B
3
+$1.19B
4
MO icon
Altria Group
MO
+$1.19B
5
XOM icon
Exxon Mobil
XOM
+$1.12B

Top Sells

1
+$2.62B
2
+$2.2B
3
+$1.47B
4
VZ icon
Verizon
VZ
+$1.1B
5
CSX icon
CSX Corp
CSX
+$991M

Sector Composition

1 Healthcare 20.35%
2 Communication Services 13.93%
3 Technology 13.86%
4 Consumer Discretionary 11.76%
5 Financials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$868M 0.24%
8,239,536
-442,154
102
$860M 0.24%
5,248,575
+4,021,575
103
$850M 0.23%
14,646,356
-613,854
104
$849M 0.23%
6,477,377
-39,358
105
$822M 0.22%
6,777,003
-747,594
106
$813M 0.22%
7,467,887
+6,679
107
$810M 0.22%
15,304,087
+187
108
$805M 0.22%
5,313,319
+237,112
109
$795M 0.22%
5,975,533
+1,642,382
110
$792M 0.22%
16,222,454
+3,079,230
111
$778M 0.21%
25,598,594
-1,247,009
112
$757M 0.21%
7,021,348
-2,159,990
113
$756M 0.21%
9,932,457
+3,866
114
$743M 0.2%
12,380,759
+4,165,400
115
$738M 0.2%
18,560,364
+1,942
116
$735M 0.2%
20,558,506
-5,037,891
117
$716M 0.2%
15,268,410
+8,187,158
118
$676M 0.18%
12,438,614
+187
119
$668M 0.18%
24,930,061
-3,106,270
120
$652M 0.18%
1,889,909
+100,354
121
$629M 0.17%
9,762,894
+149,488
122
$626M 0.17%
8,935,558
123
$619M 0.17%
21,202,518
-1,389,146
124
$582M 0.16%
9,265,092
-156,693
125
$581M 0.16%
3,414,107
-2,736,452
3 4
5
6 7