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
$350B
AUM Growth
+$19.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1 +$3.56B
2 +$1.76B
3 +$1.35B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$864M
5
MA icon
Mastercard
MA
+$788M

Top Sells

1 +$2.53B
2 +$1.95B
3 +$1.55B
4
GM icon
General Motors
GM
+$1.37B
5
UNH icon
UnitedHealth
UNH
+$1.15B

Sector Composition

1 Technology 21.75%
2 Healthcare 16.93%
3 Consumer Discretionary 13.35%
4 Industrials 12.41%
5 Communication Services 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$581M 0.17%
2,602,254
+248,406
127
$572M 0.16%
2,746,336
+64,327
128
$559M 0.16%
2,527,685
+101
129
$551M 0.16%
2,307,056
-456,599
130
$551M 0.16%
6,653,742
+697,678
131
$542M 0.15%
16,259,122
+221,696
132
$533M 0.15%
5,248,401
-358,227
133
$524M 0.15%
5,701,298
+3,256,503
134
$517M 0.15%
108,553,608
+22,924,937
135
$491M 0.14%
2,529,451
+680,707
136
$489M 0.14%
2,439,596
+1,607,479
137
$475M 0.14%
7,005,821
-659,467
138
$472M 0.13%
6,124,511
-7,178,825
139
$471M 0.13%
156,551,395
+2,974,740
140
$455M 0.13%
2,739,738
-18,095
141
$454M 0.13%
2,009,004
+573,868
142
$442M 0.13%
1,692,668
-276,951
143
$438M 0.12%
5,432,196
+1,594,872
144
$433M 0.12%
339,927
+13,971
145
$425M 0.12%
7,597,444
-12,093,225
146
$415M 0.12%
1,812,090
+561
147
$413M 0.12%
2,129,231
+700,974
148
$405M 0.12%
6,663,380
-1,525,662
149
$402M 0.11%
9,602,158
-5,626,113
150
$398M 0.11%
8,487,047
+100,870