Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $533B
1-Year Est. Return 30.79%
 

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
+30.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$533B
AUM Growth
+$33.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$3.31B
3 +$2.52B
4
AMAT icon
Applied Materials
AMAT
+$2.11B
5
AMZN icon
Amazon
AMZN
+$2.1B

Top Sells

1 +$6.4B
2 +$4.16B
3 +$2.14B
4
MU icon
Micron Technology
MU
+$1.34B
5
AVGO icon
Broadcom
AVGO
+$1.26B

Sector Composition

1 Technology 30.98%
2 Consumer Discretionary 12.79%
3 Healthcare 12.73%
4 Industrials 10.59%
5 Financials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NOW icon
126
ServiceNow
NOW
$159B
$674M 0.13%
732,819
-229,347
CEG icon
127
Constellation Energy
CEG
$112B
$672M 0.13%
2,043,218
-357,221
BRK.B icon
128
Berkshire Hathaway Class B
BRK.B
$1.09T
$652M 0.12%
1,297,329
+225,936
BSX icon
129
Boston Scientific
BSX
$137B
$648M 0.12%
6,633,733
+23,940
ENTG icon
130
Entegris
ENTG
$13.6B
$645M 0.12%
+6,974,133
HLT icon
131
Hilton Worldwide
HLT
$66.4B
$636M 0.12%
2,452,623
-120,472
WH icon
132
Wyndham Hotels & Resorts
WH
$5.86B
$626M 0.12%
7,829,926
-844,264
DUK icon
133
Duke Energy
DUK
$90.8B
$623M 0.12%
5,033,225
+12,758
PCAR icon
134
PACCAR
PCAR
$59.3B
$587M 0.11%
5,971,153
+1,009,134
U icon
135
Unity
U
$19.4B
$562M 0.11%
14,044,619
-88,695
JNJ icon
136
Johnson & Johnson
JNJ
$516B
$559M 0.1%
3,014,727
-372,720
CVX icon
137
Chevron
CVX
$300B
$557M 0.1%
3,586,241
+5,053
PNC icon
138
PNC Financial Services
PNC
$82.7B
$556M 0.1%
2,767,206
+53,765
BX icon
139
Blackstone
BX
$116B
$547M 0.1%
3,203,634
+20,361
FANG icon
140
Diamondback Energy
FANG
$44.1B
$544M 0.1%
3,798,812
+1,046,398
UDR icon
141
UDR
UDR
$11.8B
$540M 0.1%
14,486,692
-1,576,370
TSM icon
142
TSMC
TSM
$1.49T
$540M 0.1%
1,933,705
+59,990
EQT icon
143
EQT Corp
EQT
$34.4B
$539M 0.1%
+9,894,837
ETR icon
144
Entergy
ETR
$41.9B
$523M 0.1%
5,611,258
+10,438
SPOT icon
145
Spotify
SPOT
$119B
$512M 0.1%
+733,797
LHX icon
146
L3Harris
LHX
$54B
$506M 0.1%
1,657,085
+312,846
STLD icon
147
Steel Dynamics
STLD
$24.7B
$504M 0.09%
3,613,095
+8,483
ALGM icon
148
Allegro MicroSystems
ALGM
$4.95B
$491M 0.09%
16,824,722
+920,365
WWD icon
149
Woodward
WWD
$17.9B
$477M 0.09%
1,888,873
-297,209
AJG icon
150
Arthur J. Gallagher & Co
AJG
$65.8B
$477M 0.09%
1,540,553
-4,261