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
$405B
AUM Growth
-$47.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$2.12B
2
+$2.08B
3
+$1.94B
4
AAPL icon
Apple
AAPL
+$1.63B
5
EPAM icon
EPAM Systems
EPAM
+$1.42B

Top Sells

1
+$3.04B
2
+$2.69B
3
+$1.99B
4
HD icon
Home Depot
HD
+$1.46B
5
CSX icon
CSX Corp
CSX
+$1.17B

Sector Composition

1 Technology 21.43%
2 Healthcare 14.23%
3 Consumer Discretionary 12.89%
4 Industrials 10.06%
5 Communication Services 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$878M 0.22%
3,214,155
-619,672
102
$874M 0.22%
3,839,498
+364,087
103
$840M 0.21%
2,048,804
-1,530,949
104
$829M 0.2%
2,307,291
+51,765
105
$827M 0.2%
11,404,226
-534,587
106
$797M 0.2%
7,285,099
-2,913,378
107
$794M 0.2%
10,949,946
-309,166
108
$784M 0.19%
4,947,150
-3,829,336
109
$774M 0.19%
12,486,576
+20,715
110
$758M 0.19%
5,002,081
+360,371
111
$753M 0.19%
6,744,387
-199,863
112
$741M 0.18%
11,799,685
+2,292,656
113
$737M 0.18%
3,437,782
+197,015
114
$735M 0.18%
3,776,422
+638,811
115
$724M 0.18%
9,387,956
-3,284,052
116
$719M 0.18%
3,225,963
-1,095
117
$716M 0.18%
2,079,416
-1,269,014
118
$711M 0.18%
1,559,606
-1,884,391
119
$701M 0.17%
4,941,246
-432,731
120
$683M 0.17%
18,124,964
-1,465,946
121
$682M 0.17%
13,389,985
+8,560
122
$678M 0.17%
+17,891,897
123
$671M 0.17%
10,947,244
-581,847
124
$668M 0.16%
3,116,666
-2,582,164
125
$667M 0.16%
3,658,689
+374,400
3 4
5
6 7