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Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $645B
1-Year Est. Return 30.61%
 

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
+30.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$645B
AUM Growth
+$103B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1 +$9.76B
2 +$9.53B
3 +$8.35B
4
AMZN icon
Amazon
AMZN
+$6.25B
5
CSCO icon
Cisco
CSCO
+$5.01B

Top Sells

1 +$4.73B
2 +$1.86B
3 +$1.54B
4
AIG icon
American International
AIG
+$1.45B
5
COF icon
Capital One
COF
+$1.43B

Sector Composition

1 Technology 29.96%
2 Healthcare 12.5%
3 Consumer Discretionary 11.56%
4 Industrials 9.85%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SYY icon
151
Sysco
SYY
$37.9B
$633M 0.1%
8,876,299
-9,371,158
COR icon
152
Cencora
COR
$54.7B
$616M 0.1%
1,959,650
-789,927
USB icon
153
US Bancorp
USB
$93.5B
$615M 0.1%
11,821,222
+6,266,924
FANG icon
154
Diamondback Energy
FANG
$52.9B
$607M 0.09%
3,068,332
-1,264,553
COST icon
155
Costco
COST
$425B
$605M 0.09%
607,220
+31,507
HWM icon
156
Howmet Aerospace
HWM
$110B
$599M 0.09%
2,600,459
+1,169,915
DUK icon
157
Duke Energy
DUK
$97.5B
$587M 0.09%
4,485,760
-556,163
VZ icon
158
Verizon
VZ
$195B
$585M 0.09%
11,662,731
-248,623
CTSH icon
159
Cognizant
CTSH
$19.4B
$583M 0.09%
9,510,905
+3,154,556
EQIX icon
160
Equinix
EQIX
$110B
$573M 0.09%
584,793
-406
OKE icon
161
Oneok
OKE
$55.5B
$567M 0.09%
+6,264,969
ETR icon
162
Entergy
ETR
$52.1B
$566M 0.09%
5,040,792
-448,718
BKNG icon
163
Booking.com
BKNG
$131B
$565M 0.09%
3,353,925
-942,300
LRCX icon
164
Lam Research
LRCX
$464B
$556M 0.09%
2,604,483
-37,946
AIG icon
165
American International
AIG
$40.6B
$549M 0.09%
7,293,854
-18,914,593
CVX icon
166
Chevron
CVX
$350B
$538M 0.08%
2,602,161
-326,617
OWL icon
167
Blue Owl Capital
OWL
$6.02B
$530M 0.08%
58,075,965
+53,776,129
SRE icon
168
Sempra
SRE
$60.3B
$514M 0.08%
5,286,599
+4,486,599
OMC icon
169
Omnicom Group
OMC
$20.8B
$504M 0.08%
6,695,199
+2,004,098
CAVA icon
170
CAVA Group
CAVA
$9.03B
$496M 0.08%
6,137,481
-2,302,559
HSY icon
171
Hershey
HSY
$36.4B
$495M 0.08%
2,382,693
+777,101
VICI icon
172
VICI Properties
VICI
$28.7B
$491M 0.08%
17,966,558
-8,885,928
ORCL.PRD
173
Oracle Corp Preferred Stock Series D
ORCL.PRD
$490M 0.08%
+10,883,778
FERG icon
174
Ferguson
FERG
$45.4B
$489M 0.08%
2,094,879
+360,893
TSCO icon
175
Tractor Supply
TSCO
$15.6B
$482M 0.07%
+10,634,640