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
$305B
AUM Growth
-$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1 +$3.04B
2 +$1.85B
3 +$781M
4
BKR icon
Baker Hughes
BKR
+$670M
5
CCL icon
Carnival Corp
CCL
+$640M

Top Sells

1 +$2.91B
2 +$2.05B
3 +$1.36B
4
MO icon
Altria Group
MO
+$854M
5
ABBV icon
AbbVie
ABBV
+$720M

Sector Composition

1 Healthcare 19.42%
2 Technology 18.27%
3 Communication Services 11.95%
4 Consumer Discretionary 11.79%
5 Industrials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$525M 0.17%
5,637,973
-1,040,576
127
$525M 0.17%
2,522,805
-350,795
128
$521M 0.17%
6,486,793
-1,049,887
129
$518M 0.17%
2,682,760
-984,506
130
$517M 0.17%
3,459,191
+401,040
131
$516M 0.17%
9,744,158
-1,237,368
132
$500M 0.16%
53,273,524
+4,987,280
133
$495M 0.16%
10,032,833
+244,129
134
$488M 0.16%
10,249,471
+8,016,706
135
$481M 0.16%
4,199,958
+842,441
136
$465M 0.15%
11,083,685
-999,880
137
$465M 0.15%
4,042,762
-350,193
138
$462M 0.15%
9,257,551
+1,608
139
$460M 0.15%
7,617,072
+160,854
140
$457M 0.15%
5,766,118
-604,314
141
$449M 0.15%
9,428,249
-142,781
142
$444M 0.15%
7,170,069
-577,342
143
$438M 0.14%
12,596,207
+2,953,393
144
$436M 0.14%
7,284,776
-76,041
145
$434M 0.14%
10,421,637
+635,725
146
$416M 0.14%
66,008,395
+10,942,438
147
$415M 0.14%
3,608,370
+558
148
$413M 0.14%
5,667,221
+2,685
149
$413M 0.14%
5,604,530
-719,058
150
$404M 0.13%
4,035,322
-2,288