Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $542B
1-Year Est. Return 32.05%
 

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
+32.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$2.66B
3 +$1.71B
4
ORCL icon
Oracle
ORCL
+$1.63B
5
NVDA icon
NVIDIA
NVDA
+$1.15B

Top Sells

1 +$3.92B
2 +$2.3B
3 +$2.28B
4
SHOP icon
Shopify
SHOP
+$1.22B
5
LVS icon
Las Vegas Sands
LVS
+$1.09B

Sector Composition

1 Technology 31.36%
2 Healthcare 13.6%
3 Consumer Discretionary 12.13%
4 Financials 10.03%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
COST icon
151
Costco
COST
$438B
$496M 0.09%
575,713
-293,643
CAVA icon
152
CAVA Group
CAVA
$9.83B
$495M 0.09%
8,440,040
+1,805,174
NOW icon
153
ServiceNow
NOW
$114B
$495M 0.09%
3,232,465
-431,630
VZ icon
154
Verizon
VZ
$206B
$485M 0.09%
11,911,354
-5,265,587
TJX icon
155
TJX Companies
TJX
$176B
$453M 0.08%
2,951,417
+561,071
LRCX icon
156
Lam Research
LRCX
$299B
$452M 0.08%
2,642,429
+9,148
EQIX icon
157
Equinix
EQIX
$93.1B
$448M 0.08%
585,199
+7,681
CVX icon
158
Chevron
CVX
$365B
$446M 0.08%
2,928,778
-657,463
SPOT icon
159
Spotify
SPOT
$102B
$443M 0.08%
762,215
+28,418
LHX icon
160
L3Harris
LHX
$66.3B
$440M 0.08%
1,499,577
-157,508
ATI icon
161
ATI
ATI
$22.2B
$414M 0.08%
3,611,724
+386,754
IDXX icon
162
Idexx Laboratories
IDXX
$52.8B
$411M 0.08%
607,754
-82,847
GLXY
163
Galaxy Digital Inc
GLXY
$4.23B
$406M 0.08%
+18,161,998
SLB icon
164
SLB Ltd
SLB
$77B
$405M 0.07%
10,539,972
+1,508,712
AJG icon
165
Arthur J. Gallagher & Co
AJG
$57.9B
$401M 0.07%
1,548,473
+7,920
LYB icon
166
LyondellBasell Industries
LYB
$18.1B
$397M 0.07%
9,159,702
+4,770,260
MNST icon
167
Monster Beverage
MNST
$84.7B
$390M 0.07%
5,091,367
+58,301
MRVL icon
168
Marvell Technology
MRVL
$67.2B
$387M 0.07%
4,551,249
+2,913,368
FERG icon
169
Ferguson
FERG
$53.2B
$386M 0.07%
1,733,986
+12,822
OMC icon
170
Omnicom Group
OMC
$26.3B
$379M 0.07%
4,691,101
+1,760,469
AMD icon
171
Advanced Micro Devices
AMD
$332B
$377M 0.07%
1,758,105
-231,398
CSGP icon
172
CoStar Group
CSGP
$19.1B
$374M 0.07%
5,566,962
+573,108
LITE icon
173
Lumentum
LITE
$48.3B
$374M 0.07%
1,014,460
-608,086
PANW icon
174
Palo Alto Networks
PANW
$122B
$368M 0.07%
1,996,535
-66,453
NEM icon
175
Newmont
NEM
$139B
$361M 0.07%
3,613,450
-534,397