Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $499B
1-Year Est. Return 30.87%
 

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
+30.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442B
AUM Growth
+$35.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$2.42B
2
+$2.13B
3
+$1.33B
4
AMZN icon
Amazon
AMZN
+$1.23B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.1B

Top Sells

1
+$2.39B
2
+$1.51B
3
+$1.12B
4
UNH icon
UnitedHealth
UNH
+$973M
5
HUM icon
Humana
HUM
+$917M

Sector Composition

1 Technology 25.54%
2 Healthcare 15.36%
3 Industrials 13.38%
4 Consumer Discretionary 12.48%
5 Communication Services 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$685M 0.16%
19,851,514
+2,935,811
127
$678M 0.15%
15,505,033
+3,289,748
128
$675M 0.15%
24,027,419
-2,625,225
129
$671M 0.15%
2,469,997
+222,380
130
$650M 0.15%
2,676,752
+1,207,000
131
$629M 0.14%
13,860,549
-10,839,838
132
$626M 0.14%
1,069,332
+149,074
133
$622M 0.14%
10,498,524
+20,144
134
$612M 0.14%
18,274,168
-9,489,317
135
$610M 0.14%
2,186,411
+1,334
136
$580M 0.13%
1,329,714
+49,367
137
$570M 0.13%
6,602,298
+152,774
138
$570M 0.13%
6,674,751
+151,183
139
$570M 0.13%
6,520,661
-4,253,980
140
$559M 0.13%
3,626,092
-697,682
141
$552M 0.12%
7,192,076
+23,549
142
$541M 0.12%
2,138,802
+143,533
143
$537M 0.12%
6,612,092
+3,504,740
144
$533M 0.12%
4,738,565
+1,360,525
145
$527M 0.12%
4,591,985
+93,068
146
$525M 0.12%
12,044,932
-1,234,726
147
$512M 0.12%
4,440,176
-14,889
148
$497M 0.11%
2,942,590
+1,967
149
$487M 0.11%
9,690,263
-935,946
150
$476M 0.11%
6,094,011
-704
4 5
6
7 8