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
$308B
AUM Growth
+$5.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$5.61B
2
+$1.71B
3
+$1.51B
4
GS icon
Goldman Sachs
GS
+$1.15B
5
WFC icon
Wells Fargo
WFC
+$1.01B

Top Sells

1
+$1.96B
2
+$1.33B
3
+$981M
4
TXN icon
Texas Instruments
TXN
+$833M
5
AET
Aetna Inc
AET
+$831M

Sector Composition

1 Healthcare 16.85%
2 Technology 13.64%
3 Financials 11.28%
4 Communication Services 10.33%
5 Energy 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$599M 0.19%
19,826,206
-805
127
$595M 0.19%
5,189,263
-6,797,197
128
$591M 0.19%
19,592,097
-4,170,822
129
$585M 0.19%
4,988,683
-130
130
$570M 0.18%
22,083,964
+14,211,175
131
$567M 0.18%
7,745,355
+966
132
$546M 0.18%
13,616,359
-3,687,895
133
$545M 0.18%
8,097,900
-781,000
134
$543M 0.18%
18,978,633
-903,144
135
$535M 0.17%
4,949,003
-3,604,001
136
$528M 0.17%
8,849,000
+7,218,151
137
$527M 0.17%
13,317,106
-6,086,411
138
$510M 0.17%
11,495,605
+104
139
$500M 0.16%
46,191,261
-6,455,727
140
$498M 0.16%
15,440,000
+1,880,000
141
$495M 0.16%
11,768,671
-805,160
142
$493M 0.16%
9,699,085
-480,926
143
$492M 0.16%
5,736,827
144
$490M 0.16%
12,413,000
+11,091,000
145
$473M 0.15%
8,230,205
146
$463M 0.15%
19,464,810
-14,388,327
147
$454M 0.15%
10,906,300
148
$448M 0.15%
5,769,006
+32,999
149
$444M 0.14%
2,164,040
+256,800
150
$440M 0.14%
4,535,519
+2,007,478
4 5
6
7 8