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
$333B
AUM Growth
+$28.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$2.13B
2
+$879M
3
+$878M
4
EOG icon
EOG Resources
EOG
+$870M
5
WFC icon
Wells Fargo
WFC
+$741M

Top Sells

1
+$1.35B
2
+$1.26B
3
+$1.24B
4
MCD icon
McDonald's
MCD
+$1.15B
5
TXN icon
Texas Instruments
TXN
+$1.03B

Sector Composition

1 Healthcare 21.27%
2 Technology 16.8%
3 Communication Services 12.6%
4 Consumer Discretionary 11.05%
5 Financials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$785M 0.24%
14,274,750
+658,772
102
$778M 0.23%
6,459,545
+2,071
103
$776M 0.23%
28,969,528
-4,535,933
104
$765M 0.23%
12,171,718
+3,361,967
105
$756M 0.23%
6,284,686
-3,220,449
106
$750M 0.22%
13,944,765
-4,839,470
107
$734M 0.22%
15,850,591
+419,801
108
$733M 0.22%
12,103,252
+3,452
109
$721M 0.22%
13,175,297
+2,925,826
110
$690M 0.21%
6,081,241
+743,510
111
$660M 0.2%
5,623,485
-1,044,592
112
$640M 0.19%
14,176,610
+159,369
113
$625M 0.19%
5,221,976
+2,820,814
114
$624M 0.19%
15,638,139
+3,041,932
115
$620M 0.19%
5,729,914
+3,257
116
$595M 0.18%
523,349
+467
117
$589M 0.18%
85,957,142
+19,948,747
118
$587M 0.18%
15,997,796
-1,312,732
119
$572M 0.17%
2,524,499
+1,694
120
$563M 0.17%
6,487,957
+1,164
121
$547M 0.16%
2,268,343
+489
122
$544M 0.16%
14,866,576
-7,197,953
123
$542M 0.16%
8,348,997
+731,925
124
$542M 0.16%
53,287,003
+13,479
125
$541M 0.16%
12,032,285
+254,779
3 4
5
6 7