Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $542B
1-Year Est. Return 32.05%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$2.66B
3 +$1.71B
4
ORCL icon
Oracle
ORCL
+$1.63B
5
NVDA icon
NVIDIA
NVDA
+$1.15B

Top Sells

1 +$3.92B
2 +$2.3B
3 +$2.28B
4
SHOP icon
Shopify
SHOP
+$1.22B
5
LVS icon
Las Vegas Sands
LVS
+$1.09B

Sector Composition

1 Technology 31.36%
2 Healthcare 13.6%
3 Consumer Discretionary 12.13%
4 Financials 10.03%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CEG icon
126
Constellation Energy
CEG
$117B
$663M 0.12%
1,877,202
-166,016
HLT icon
127
Hilton Worldwide
HLT
$72.9B
$660M 0.12%
2,298,858
-153,765
ISRG icon
128
Intuitive Surgical
ISRG
$180B
$659M 0.12%
1,163,737
-388,935
PCAR icon
129
PACCAR
PCAR
$65.3B
$659M 0.12%
6,016,243
+45,090
FANG icon
130
Diamondback Energy
FANG
$47.5B
$651M 0.12%
4,332,885
+534,073
DASH icon
131
DoorDash
DASH
$77.8B
$633M 0.12%
2,796,371
-73,913
MDLN
132
Medline Inc
MDLN
$39.7B
$621M 0.11%
+14,784,203
U icon
133
Unity
U
$8.48B
$621M 0.11%
14,057,270
+12,651
WH icon
134
Wyndham Hotels & Resorts
WH
$6.35B
$620M 0.11%
8,205,818
+375,892
STLD icon
135
Steel Dynamics
STLD
$28.1B
$614M 0.11%
3,623,054
+9,959
PEG icon
136
Public Service Enterprise Group
PEG
$42.9B
$612M 0.11%
7,624,545
-508,391
JNJ icon
137
Johnson & Johnson
JNJ
$587B
$594M 0.11%
2,869,810
-144,917
DUK icon
138
Duke Energy
DUK
$100B
$591M 0.11%
5,041,923
+8,698
PNC icon
139
PNC Financial Services
PNC
$90.1B
$549M 0.1%
2,629,597
-137,609
TD icon
140
Toronto Dominion Bank
TD
$166B
$538M 0.1%
5,711,002
+20,157
CI icon
141
Cigna
CI
$76.1B
$532M 0.1%
1,933,645
-1,245,656
C icon
142
Citigroup
C
$203B
$530M 0.1%
4,543,822
-7,605
CTSH icon
143
Cognizant
CTSH
$31.1B
$528M 0.1%
6,356,349
+139,437
PCG icon
144
PG&E
PCG
$41.5B
$523M 0.1%
32,552,391
-36,378,413
UDR icon
145
UDR
UDR
$12.5B
$523M 0.1%
14,257,639
-229,053
FICO icon
146
Fair Isaac
FICO
$32.9B
$517M 0.1%
+305,577
SE icon
147
Sea Limited
SE
$65.7B
$512M 0.09%
4,015,065
+2,103,386
ETR icon
148
Entergy
ETR
$47.8B
$507M 0.09%
5,489,510
-121,748
ENTG icon
149
Entegris
ENTG
$20.1B
$504M 0.09%
5,979,634
-994,499
WM icon
150
Waste Management
WM
$94.3B
$498M 0.09%
2,265,370
+240,546