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Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $645B
1-Year Est. Return 30.61%
 

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
+30.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$645B
AUM Growth
+$103B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1 +$9.76B
2 +$9.53B
3 +$8.35B
4
AMZN icon
Amazon
AMZN
+$6.25B
5
CSCO icon
Cisco
CSCO
+$5.01B

Top Sells

1 +$4.73B
2 +$1.86B
3 +$1.54B
4
AIG icon
American International
AIG
+$1.45B
5
COF icon
Capital One
COF
+$1.43B

Sector Composition

1 Technology 29.96%
2 Healthcare 12.5%
3 Consumer Discretionary 11.56%
4 Industrials 9.85%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FIS icon
126
Fidelity National Information Services
FIS
$19.7B
$887M 0.14%
18,901,807
-9,227,903
LMT icon
127
Lockheed Martin
LMT
$116B
$885M 0.14%
1,464,995
+1,124,691
UDR icon
128
UDR
UDR
$12.4B
$866M 0.13%
25,626,709
+11,369,070
PEG icon
129
Public Service Enterprise Group
PEG
$40.6B
$856M 0.13%
10,570,550
+2,946,005
NOC icon
130
Northrop Grumman
NOC
$72.9B
$830M 0.13%
1,217,189
+1,215,670
LYB icon
131
LyondellBasell Industries
LYB
$18.6B
$822M 0.13%
10,205,644
+1,045,942
EXR icon
132
Extra Space Storage
EXR
$31.2B
$820M 0.13%
6,254,188
+6,201,546
SNPS icon
133
Synopsys
SNPS
$88.4B
$818M 0.13%
2,062,878
+167,923
ECL icon
134
Ecolab
ECL
$75.6B
$817M 0.13%
3,072,430
+1,743,274
COP icon
135
ConocoPhillips
COP
$134B
$812M 0.13%
6,152,982
+5,003,542
BA icon
136
Boeing
BA
$171B
$810M 0.13%
4,069,127
-285,762
CSX icon
137
CSX Corp
CSX
$85.8B
$807M 0.13%
19,669,920
+15,451,646
TT icon
138
Trane Technologies
TT
$105B
$777M 0.12%
1,864,801
+1,525,326
PEP icon
139
PepsiCo
PEP
$194B
$768M 0.12%
4,945,285
-487,019
DASH icon
140
DoorDash
DASH
$74.7B
$766M 0.12%
5,104,569
+2,308,198
EXE
141
Expand Energy Corp
EXE
$21.2B
$746M 0.12%
6,798,764
-14,452,519
ATO icon
142
Atmos Energy
ATO
$28.6B
$741M 0.11%
+4,010,550
ITUB icon
143
Itaú Unibanco
ITUB
$87.5B
$709M 0.11%
84,609,325
+54,250,250
AMT icon
144
American Tower
AMT
$83.6B
$708M 0.11%
4,103,353
+180,765
FTAI icon
145
FTAI Aviation
FTAI
$26.9B
$703M 0.11%
+2,871,287
WSO icon
146
Watsco Inc
WSO
$16B
$691M 0.11%
+1,898,603
STLD icon
147
Steel Dynamics
STLD
$35.1B
$654M 0.1%
3,630,842
+7,788
AJG icon
148
Arthur J. Gallagher & Co
AJG
$55.4B
$645M 0.1%
2,980,131
+1,431,658
DHI icon
149
D.R. Horton
DHI
$44.3B
$639M 0.1%
4,657,746
+10,658
ARM icon
150
Arm
ARM
$391B
$638M 0.1%
4,218,729
+2,413,619