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
$385B
AUM Growth
+$52.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$1.79B
2
+$1.5B
3
+$1.41B
4
CVX icon
Chevron
CVX
+$1.32B
5
C icon
Citigroup
C
+$1.25B

Top Sells

1
+$1.66B
2
+$1.64B
3
+$1.14B
4
STZ icon
Constellation Brands
STZ
+$1.08B
5
D icon
Dominion Energy
D
+$841M

Sector Composition

1 Technology 19.84%
2 Healthcare 16.81%
3 Communication Services 14.24%
4 Consumer Discretionary 13.11%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$911M 0.24%
27,864,908
-5,228,556
102
$907M 0.24%
12,209,449
+5,513,914
103
$896M 0.23%
10,763,670
+877,491
104
$887M 0.23%
6,338,967
+601,281
105
$887M 0.23%
145,740,343
+32,744,022
106
$884M 0.23%
18,404,295
+4,629
107
$854M 0.22%
7,026,478
+3,650
108
$832M 0.22%
4,180,289
-146,525
109
$808M 0.21%
6,717,019
+1,338,039
110
$804M 0.21%
11,555,114
+300,380
111
$803M 0.21%
13,765,429
-1,594,300
112
$790M 0.21%
15,934,119
+2,534,057
113
$785M 0.2%
4,741,577
+31,239
114
$781M 0.2%
5,264,092
-226,201
115
$780M 0.2%
19,672,524
+1,488,626
116
$780M 0.2%
6,616,920
+2,699
117
$780M 0.2%
10,723,787
+541,390
118
$779M 0.2%
15,294,762
-68,498
119
$771M 0.2%
4,076,910
-943,525
120
$768M 0.2%
16,488,099
-157,157
121
$762M 0.2%
+9,298,950
122
$760M 0.2%
+7,099,592
123
$755M 0.2%
5,796,725
+497,784
124
$724M 0.19%
32,979,147
+33,899
125
$718M 0.19%
2,003,452
+1,376
3 4
5
6 7