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
$409B
AUM Growth
+$23.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$1.17B
2
+$925M
3
+$891M
4
CMCSA icon
Comcast
CMCSA
+$851M
5
MU icon
Micron Technology
MU
+$788M

Top Sells

1
+$3.19B
2
+$1.92B
3
+$1.22B
4
UNH icon
UnitedHealth
UNH
+$1.08B
5
UPS icon
United Parcel Service
UPS
+$985M

Sector Composition

1 Technology 18.99%
2 Healthcare 15.55%
3 Communication Services 13.77%
4 Consumer Discretionary 13.26%
5 Financials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$962M 0.24%
4,310,290
+130,001
102
$947M 0.23%
15,799,837
-134,282
103
$937M 0.23%
14,628,993
+3,073,879
104
$920M 0.23%
5,795,698
+2,932,306
105
$914M 0.22%
9,471,689
-2,375,984
106
$906M 0.22%
14,172,775
-7,427,523
107
$894M 0.22%
15,369,469
-4,368,624
108
$859M 0.21%
43,104,744
+7,273,819
109
$855M 0.21%
10,089,703
-673,967
110
$849M 0.21%
6,303,625
-478,303
111
$848M 0.21%
7,027,691
+1,213
112
$847M 0.21%
3,267,050
+324,537
113
$840M 0.21%
7,373,873
+111,972
114
$832M 0.2%
2,097,466
+94,014
115
$831M 0.2%
10,728,931
-1,366,007
116
$821M 0.2%
6,064,722
-507,353
117
$818M 0.2%
15,519,432
-11,782,084
118
$817M 0.2%
18,410,027
+5,732
119
$806M 0.2%
3,372,785
-1,372,015
120
$805M 0.2%
10,303,403
+1,004,453
121
$801M 0.2%
2,168,701
+1,712,587
122
$800M 0.2%
2,955,283
-292,909
123
$794M 0.19%
12,942,962
+671,477
124
$788M 0.19%
13,082,270
-683,159
125
$781M 0.19%
4,956,958
+215,381
3 4
5
6 7