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
$344B
AUM Growth
-$22.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1 +$4.14B
2 +$990M
3 +$963M
4
AVGO icon
Broadcom
AVGO
+$890M
5
TEL icon
TE Connectivity
TEL
+$720M

Top Sells

1 +$2.52B
2 +$2.39B
3 +$2.39B
4
ILMN icon
Illumina
ILMN
+$1.72B
5
ABBV icon
AbbVie
ABBV
+$1.67B

Sector Composition

1 Healthcare 21.59%
2 Technology 15.06%
3 Communication Services 14.35%
4 Consumer Discretionary 13.12%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$435M 0.13%
2,461,777
-555,523
152
$427M 0.12%
8,044,396
+7,368,727
153
$424M 0.12%
11,964,335
-3,098,953
154
$421M 0.12%
10,397,404
-298,396
155
$418M 0.12%
6,977,168
-5,302
156
$417M 0.12%
2,998,890
+1,205,000
157
$413M 0.12%
9,588,000
+3,114,117
158
$407M 0.12%
6,178,831
+215
159
$404M 0.12%
9,140,010
+759,064
160
$397M 0.12%
14,361,261
+14,242,353
161
$396M 0.12%
3,055,858
+1,042,431
162
$395M 0.11%
1,245,569
+60,545
163
$388M 0.11%
2,971,742
-1,515,106
164
$388M 0.11%
12,110,335
165
$381M 0.11%
2,252,179
-441,276
166
$379M 0.11%
2,923,810
-3,051,723
167
$377M 0.11%
5,440,574
+291
168
$376M 0.11%
1,392,526
-1
169
$367M 0.11%
5,876,229
-183,348
170
$366M 0.11%
35,724,110
+2,420,000
171
$366M 0.11%
6,530,268
-1,010,518
172
$361M 0.11%
5,171,654
-3,763,904
173
$360M 0.1%
2,037,463
+700,903
174
$356M 0.1%
1,664,452
+294,200
175
$356M 0.1%
3,935,751
+3,159,827