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
$289B
AUM Growth
+$2.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$1.03B
2
+$872M
3
+$721M
4
ABBV icon
AbbVie
ABBV
+$560M
5
VTR icon
Ventas
VTR
+$540M

Top Sells

1
+$1.65B
2
+$907M
3
+$897M
4
ORCL icon
Oracle
ORCL
+$778M
5
BHI
Baker Hughes
BHI
+$557M

Sector Composition

1 Healthcare 21.41%
2 Technology 12.87%
3 Industrials 11.05%
4 Communication Services 10.38%
5 Consumer Staples 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$424M 0.15%
7,496,538
-419,200
152
$422M 0.15%
+7,623,787
153
$415M 0.14%
9,270,500
+4,400,000
154
$414M 0.14%
6,803,300
-100,000
155
$408M 0.14%
4,254,700
-1,423,800
156
$407M 0.14%
23,730,500
157
$404M 0.14%
2,227,657
158
$391M 0.14%
17,806,200
+297,200
159
$375M 0.13%
11,473,000
+5,273,000
160
$374M 0.13%
4,897,388
+2,436,633
161
$374M 0.13%
2,269,000
+1,911,089
162
$372M 0.13%
19,532,454
+863,966
163
$366M 0.13%
7,902,243
164
$358M 0.12%
15,697,000
+1,515,000
165
$354M 0.12%
5,835,160
+184,300
166
$353M 0.12%
6,405,000
-500,000
167
$352M 0.12%
76,600
+10,432
168
$350M 0.12%
3,730,000
+250,000
169
$345M 0.12%
8,933,434
+215,825
170
$338M 0.12%
11,394,300
+9,307,300
171
$330M 0.11%
6,698,000
+650,000
172
$328M 0.11%
6,519,000
173
$326M 0.11%
4,055,500
+608,000
174
$325M 0.11%
5,215,000
-760,000
175
$324M 0.11%
5,609,805
5 6
7
8 9