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
$366B
AUM Growth
+$14.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.97B
2
+$1.74B
3
+$1.19B
4
MO icon
Altria Group
MO
+$1.19B
5
XOM icon
Exxon Mobil
XOM
+$1.12B

Top Sells

1
+$2.62B
2
+$2.2B
3
+$1.47B
4
VZ icon
Verizon
VZ
+$1.1B
5
CSX icon
CSX Corp
CSX
+$991M

Sector Composition

1 Healthcare 20.35%
2 Communication Services 13.93%
3 Technology 13.86%
4 Consumer Discretionary 11.76%
5 Financials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$433M 0.12%
10,695,800
-3,124,200
152
$432M 0.12%
3,017,300
-499,908
153
$429M 0.12%
24,791,230
-1,499,630
154
$426M 0.12%
4,191,072
+1,800,944
155
$421M 0.11%
22,574,173
-11,218,593
156
$415M 0.11%
8,718,208
-3,882,821
157
$404M 0.11%
6,982,470
-612,159
158
$394M 0.11%
4,602,733
-561,222
159
$393M 0.11%
2,882,269
+87
160
$390M 0.11%
18,100,648
+1,588,365
161
$389M 0.11%
2,693,455
-34,343
162
$387M 0.11%
9,189,417
-9,589,007
163
$386M 0.11%
9,243,544
-760,748
164
$386M 0.11%
7,655,841
-2,567,159
165
$383M 0.1%
1,370,252
+373,359
166
$382M 0.1%
10,043,507
-2,737,264
167
$378M 0.1%
3,788,000
168
$378M 0.1%
6,059,577
+112,615
169
$375M 0.1%
3,831,842
-133,000
170
$375M 0.1%
9,410,551
-1,328,765
171
$373M 0.1%
2,914,361
+990,928
172
$369M 0.1%
3,953,925
-516,606
173
$369M 0.1%
11,562,983
+4,552,312
174
$365M 0.1%
+1,185,024
175
$364M 0.1%
3,668,237
-307,671
5 6
7
8 9