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
$499B
AUM Growth
+$39.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$7.3B
2
+$3.9B
3
+$3.78B
4
ANET icon
Arista Networks
ANET
+$1.4B
5
D icon
Dominion Energy
D
+$1.23B

Top Sells

1
+$4.7B
2
+$2.61B
3
+$2.56B
4
GEHC icon
GE HealthCare
GEHC
+$2.31B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.77B

Sector Composition

1 Technology 29.16%
2 Consumer Discretionary 13.59%
3 Healthcare 12.72%
4 Industrials 11.43%
5 Financials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PANW icon
126
Palo Alto Networks
PANW
$140B
$687M 0.14%
3,358,408
-1,286,631
HLT icon
127
Hilton Worldwide
HLT
$62.4B
$685M 0.14%
2,573,095
-522,490
UDR icon
128
UDR
UDR
$12B
$656M 0.13%
16,063,062
+2,508,419
V icon
129
Visa
V
$671B
$655M 0.13%
1,843,964
+793,590
MOH icon
130
Molina Healthcare
MOH
$10.4B
$645M 0.13%
2,166,093
-731,127
PEG icon
131
Public Service Enterprise Group
PEG
$42.3B
$644M 0.13%
7,655,549
+1,631,534
CVS icon
132
CVS Health
CVS
$102B
$636M 0.13%
9,215,719
-9,510,578
DUK icon
133
Duke Energy
DUK
$100B
$592M 0.12%
5,020,467
+97,601
CZR icon
134
Caesars Entertainment
CZR
$4.69B
$567M 0.11%
19,981,333
+96,796
ALGM icon
135
Allegro MicroSystems
ALGM
$5.34B
$544M 0.11%
15,904,357
+4,841,556
WWD icon
136
Woodward
WWD
$15.1B
$536M 0.11%
2,186,082
+34,033
CPRT icon
137
Copart
CPRT
$43.1B
$533M 0.11%
10,855,063
-897,521
BRK.B icon
138
Berkshire Hathaway Class B
BRK.B
$1.07T
$520M 0.1%
1,071,393
-233,244
PCG icon
139
PG&E
PCG
$36.7B
$520M 0.1%
37,317,556
+405,072
JNJ icon
140
Johnson & Johnson
JNJ
$460B
$517M 0.1%
3,387,447
+930,030
CVX icon
141
Chevron
CVX
$306B
$513M 0.1%
3,581,188
-364,820
PNC icon
142
PNC Financial Services
PNC
$71.5B
$506M 0.1%
2,713,441
-17,215
ADBE icon
143
Adobe
ADBE
$138B
$499M 0.1%
1,290,358
-846,416
AJG icon
144
Arthur J. Gallagher & Co
AJG
$75.9B
$495M 0.1%
1,544,814
+82,632
BX icon
145
Blackstone
BX
$128B
$476M 0.1%
3,183,273
+1,945,474
DXCM icon
146
DexCom
DXCM
$25.7B
$472M 0.09%
5,406,619
-6,630,079
PCAR icon
147
PACCAR
PCAR
$50B
$472M 0.09%
4,962,019
+1,318,655
CTSH icon
148
Cognizant
CTSH
$32.6B
$471M 0.09%
6,036,654
+2,805,775
ETR icon
149
Entergy
ETR
$43.6B
$466M 0.09%
5,600,820
+8,318
STLD icon
150
Steel Dynamics
STLD
$21.5B
$461M 0.09%
3,604,612
+7,465
4 5
6
7 8