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
$406B
AUM Growth
+$43.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$1.57B
2
+$1.54B
3
+$1.46B
4
APD icon
Air Products & Chemicals
APD
+$1.19B
5
MSFT icon
Microsoft
MSFT
+$1.18B

Top Sells

1
+$2.38B
2
+$1.87B
3
+$1.55B
4
BKR icon
Baker Hughes
BKR
+$1.21B
5
AMZN icon
Amazon
AMZN
+$1.12B

Sector Composition

1 Technology 26.58%
2 Healthcare 16.23%
3 Industrials 12.73%
4 Consumer Discretionary 12.06%
5 Financials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$900M 0.22%
1,117,847
-114
102
$887M 0.22%
24,700,387
-5,901,287
103
$878M 0.22%
2,430,283
+123,894
104
$852M 0.21%
22,599,173
+10,882,873
105
$845M 0.21%
17,970,856
+10,370,768
106
$842M 0.21%
53,093,382
-13,885,753
107
$838M 0.21%
7,666,782
-305,672
108
$825M 0.2%
3,543,317
+649,791
109
$814M 0.2%
13,557,751
-8,817,871
110
$814M 0.2%
9,290,937
+3,094,390
111
$801M 0.2%
5,889,890
-98,996
112
$794M 0.2%
26,652,644
+4,043,808
113
$791M 0.19%
2,536,096
+56,161
114
$789M 0.19%
3,965,423
-1,806,828
115
$788M 0.19%
8,811,307
-589,688
116
$785M 0.19%
15,381,255
+3,273,563
117
$785M 0.19%
16,010,871
+4,677
118
$782M 0.19%
3,960,351
-147,109
119
$759M 0.19%
9,811,827
+3,119,793
120
$743M 0.18%
106,140
+18
121
$738M 0.18%
4,766,157
+778,264
122
$730M 0.18%
4,074,221
-1,012,972
123
$729M 0.18%
6,537,191
+298,386
124
$727M 0.18%
11,162,047
-5,079,503
125
$723M 0.18%
2,553,673
+530,548
3 4
5
6 7