Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $542B
1-Year Est. Return 32.08%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$499B
AUM Growth
+$39.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$7.3B
2
+$3.9B
3
+$3.78B
4
ANET icon
Arista Networks
ANET
+$1.4B
5
D icon
Dominion Energy
D
+$1.23B

Top Sells

1
+$4.7B
2
+$2.61B
3
+$2.56B
4
GEHC icon
GE HealthCare
GEHC
+$2.31B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.77B

Sector Composition

1 Technology 28.83%
2 Consumer Discretionary 13.59%
3 Healthcare 12.72%
4 Industrials 11.43%
5 Financials 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$687M 0.14%
3,358,408
-1,286,631
127
$685M 0.14%
2,573,095
-522,490
128
$656M 0.13%
16,063,062
+2,508,419
129
$655M 0.13%
1,843,964
+793,590
130
$645M 0.13%
2,166,093
-731,127
131
$644M 0.13%
7,655,549
+1,631,534
132
$636M 0.13%
9,215,719
-9,510,578
133
$592M 0.12%
5,020,467
+97,601
134
$567M 0.11%
19,981,333
+96,796
135
$544M 0.11%
15,904,357
+4,841,556
136
$536M 0.11%
2,186,082
+34,033
137
$533M 0.11%
10,855,063
-897,521
138
$520M 0.1%
1,071,393
-233,244
139
$520M 0.1%
37,317,556
+405,072
140
$517M 0.1%
3,387,447
+930,030
141
$513M 0.1%
3,581,188
-364,820
142
$506M 0.1%
2,713,441
-17,215
143
$499M 0.1%
1,290,358
-846,416
144
$495M 0.1%
1,544,814
+82,632
145
$476M 0.1%
3,183,273
+1,945,474
146
$472M 0.09%
5,406,619
-6,630,079
147
$472M 0.09%
4,962,019
+1,318,655
148
$471M 0.09%
6,036,654
+2,805,775
149
$466M 0.09%
5,600,820
+8,318
150
$461M 0.09%
3,604,612
+7,465
4 5
6
7 8