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
$270B
AUM Growth
+$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$967M
3 +$945M
4
TMUS icon
T-Mobile US
TMUS
+$657M
5
AIG icon
American International
AIG
+$608M

Top Sells

1 +$2.51B
2 +$1.32B
3 +$1.08B
4
GM icon
General Motors
GM
+$739M
5
FRX
FOREST LABORATORIES INC
FRX
+$664M

Sector Composition

1 Healthcare 20.83%
2 Technology 12.2%
3 Industrials 11.56%
4 Communication Services 11.27%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$378M 0.14%
7,915,738
-3,144,000
152
$370M 0.14%
6,551,565
+2,439,065
153
$369M 0.14%
5,324,400
-1,325,441
154
$364M 0.13%
9,485,000
-920,000
155
$353M 0.13%
6,110,000
156
$349M 0.13%
8,092,000
-73,000
157
$349M 0.13%
5,387,152
-2,830,373
158
$348M 0.13%
6,905,000
-300,000
159
$347M 0.13%
7,518,000
-2,705,672
160
$346M 0.13%
2,924,000
161
$340M 0.13%
2,867,760
+2,760
162
$338M 0.13%
6,794,000
+62,000
163
$333M 0.12%
2,478,099
164
$333M 0.12%
19,271,200
+879,894
165
$315M 0.12%
8,530,585
+1,104,141
166
$314M 0.12%
6,210,000
-95,906
167
$313M 0.12%
3,129,000
-1,095,150
168
$312M 0.12%
3,480,000
+200,000
169
$310M 0.11%
4,218,000
170
$308M 0.11%
9,721,000
-170,000
171
$306M 0.11%
6,225,507
172
$305M 0.11%
+3,363,400
173
$300M 0.11%
13,868,000
+695,000
174
$296M 0.11%
8,516,500
175
$293M 0.11%
13,684,000
+4,284,000