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
$363B
AUM Growth
-$10B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$1.65B
2
+$1.32B
3
+$1.2B
4
URI icon
United Rentals
URI
+$1.02B
5
UNP icon
Union Pacific
UNP
+$957M

Top Sells

1
+$2.57B
2
+$1.34B
3
+$1.16B
4
SYK icon
Stryker
SYK
+$1.1B
5
MU icon
Micron Technology
MU
+$1.01B

Sector Composition

1 Technology 24.26%
2 Healthcare 16.2%
3 Consumer Discretionary 12.71%
4 Industrials 12.04%
5 Communication Services 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$801M 0.22%
12,107,692
+2,203,950
102
$787M 0.22%
+11,929,430
103
$787M 0.22%
6,779,328
+794,913
104
$780M 0.21%
2,226,727
-750,565
105
$775M 0.21%
5,087,193
+590,558
106
$769M 0.21%
5,988,886
-833,783
107
$756M 0.21%
2,306,389
+1,002,171
108
$755M 0.21%
9,400,995
+419,050
109
$755M 0.21%
5,172,846
+1,676
110
$734M 0.2%
2,590,540
+1,469
111
$716M 0.2%
23,273,950
-5,340,284
112
$715M 0.2%
4,589,680
-235,359
113
$715M 0.2%
4,107,460
-70,325
114
$706M 0.19%
9,796,073
+646,962
115
$696M 0.19%
2,893,526
+11,416
116
$690M 0.19%
16,006,194
-1,939,136
117
$674M 0.19%
7,325,687
-444,296
118
$648M 0.18%
2,677,510
+78,125
119
$635M 0.17%
3,862,848
+215,727
120
$635M 0.17%
2,523,526
-252,382
121
$633M 0.17%
106,122
+53
122
$633M 0.17%
2,479,935
+387,960
123
$618M 0.17%
23,021,212
-1,508,370
124
$613M 0.17%
9,473,315
-2,436,851
125
$593M 0.16%
6,623,148
-66,391
3 4
5
6 7