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
$316B
AUM Growth
+$61.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1 +$2.26B
2 +$1.12B
3 +$922M
4
CMCSA icon
Comcast
CMCSA
+$920M
5
PM icon
Philip Morris
PM
+$876M

Top Sells

1 +$5.5B
2 +$1.73B
3 +$1.61B
4
TDG icon
TransDigm Group
TDG
+$850M
5
ABT icon
Abbott
ABT
+$773M

Sector Composition

1 Healthcare 20.46%
2 Technology 19.55%
3 Communication Services 14.69%
4 Consumer Discretionary 11.53%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$372M 0.12%
+4,778,622
152
$363M 0.11%
1,250,659
-5
153
$358M 0.11%
13,474,868
+4,057,440
154
$357M 0.11%
3,988,003
+1,094,203
155
$356M 0.11%
2,805,474
-237
156
$354M 0.11%
3,015,074
+376,649
157
$345M 0.11%
105,815
+23,753
158
$334M 0.11%
1,770,286
+102,683
159
$333M 0.11%
9,850,839
-6,615,336
160
$333M 0.11%
6,252,421
-1,230,723
161
$324M 0.1%
5,227,736
+149,894
162
$310M 0.1%
7,540,077
+746,520
163
$309M 0.1%
3,176,092
-129,195
164
$303M 0.1%
2,156,551
-50,725
165
$301M 0.1%
5,160,457
+2,072,090
166
$301M 0.1%
33,550,545
+5,572,302
167
$300M 0.09%
4,720,505
-2,451,410
168
$290M 0.09%
+9,152,440
169
$283M 0.09%
1,022,401
+855,843
170
$280M 0.09%
+2,863,047
171
$279M 0.09%
9,752,870
+391
172
$278M 0.09%
12,351,709
+952
173
$278M 0.09%
5,432,559
+5,092,559
174
$274M 0.09%
3,055,336
+1,242,864
175
$274M 0.09%
4,837,268
-425,353