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
$373B
AUM Growth
+$22.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$1.94B
2
+$1.94B
3
+$1.84B
4
CE icon
Celanese
CE
+$1.15B
5
COF icon
Capital One
COF
+$875M

Top Sells

1
+$2.3B
2
+$1.7B
3
+$1.4B
4
GE icon
GE Aerospace
GE
+$1.29B
5
MU icon
Micron Technology
MU
+$1.22B

Sector Composition

1 Technology 24.18%
2 Healthcare 15.85%
3 Consumer Discretionary 13.35%
4 Industrials 11.99%
5 Communication Services 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$841M 0.23%
7,070,094
+182
102
$837M 0.22%
11,910,166
+883,544
103
$833M 0.22%
5,984,415
+133,857
104
$818M 0.22%
17,945,330
-1,844,360
105
$799M 0.21%
8,981,945
+502,437
106
$789M 0.21%
14,426,414
+7,721,981
107
$785M 0.21%
5,171,170
-46,552
108
$780M 0.21%
4,496,635
+282,726
109
$778M 0.21%
6,822,669
-2,570,559
110
$776M 0.21%
2,589,071
+248,704
111
$755M 0.2%
3,855,640
-323,686
112
$754M 0.2%
3,381,656
+853,971
113
$738M 0.2%
2,775,908
+29,572
114
$735M 0.2%
8,188,381
+1,435,725
115
$719M 0.19%
4,177,785
-26,074
116
$715M 0.19%
24,529,582
+14,036
117
$707M 0.19%
3,647,121
+685,719
118
$699M 0.19%
18,800,845
-8,876,166
119
$694M 0.19%
9,149,111
+813,139
120
$674M 0.18%
1,507,622
-694,886
121
$674M 0.18%
106,069
-11,405
122
$652M 0.17%
10,417,763
-5,128,951
123
$641M 0.17%
9,903,742
+7,575,265
124
$633M 0.17%
2,882,110
+55,879
125
$631M 0.17%
13,841,312
-305,426
3 4
5
6 7