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
$277B
AUM Growth
+$6.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1 +$2.78B
2 +$1.6B
3 +$851M
4
BHI
Baker Hughes
BHI
+$743M
5
TXN icon
Texas Instruments
TXN
+$716M

Top Sells

1 +$960M
2 +$949M
3 +$942M
4
GILD icon
Gilead Sciences
GILD
+$934M
5
UNH icon
UnitedHealth
UNH
+$836M

Sector Composition

1 Healthcare 20.71%
2 Technology 12.9%
3 Communication Services 11.29%
4 Industrials 11.23%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$532M 0.19%
6,596,600
+1,400,000
127
$529M 0.19%
14,727,798
-445,000
128
$511M 0.18%
36,761,175
-14,229,270
129
$509M 0.18%
6,012,340
-1,904,870
130
$508M 0.18%
10,371,500
+500,000
131
$494M 0.18%
11,250,000
+100,000
132
$493M 0.18%
4,325,719
+1,085,900
133
$493M 0.18%
+8,904,413
134
$482M 0.17%
14,452,000
-680,000
135
$471M 0.17%
15,602,000
+7,510,000
136
$467M 0.17%
40,841,874
+84,000
137
$463M 0.17%
8,725,000
+36,600
138
$461M 0.17%
7,286,763
+735,198
139
$433M 0.16%
18,127,808
+4,443,808
140
$429M 0.15%
7,915,738
141
$424M 0.15%
2,306,159
-219,660
142
$415M 0.15%
17,181,864
143
$415M 0.15%
17,572,000
-4,220,794
144
$414M 0.15%
7,486,832
-31,168
145
$412M 0.15%
6,598,350
-260,700
146
$408M 0.15%
4,105,833
+742,433
147
$398M 0.14%
6,640,300
148
$390M 0.14%
8,189,000
-392,000
149
$388M 0.14%
14,542,664
-16,154,000
150
$379M 0.14%
5,319,334
-549,269