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
$350B
AUM Growth
+$19.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1 +$3.56B
2 +$1.76B
3 +$1.35B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$864M
5
MA icon
Mastercard
MA
+$788M

Top Sells

1 +$2.53B
2 +$1.95B
3 +$1.55B
4
GM icon
General Motors
GM
+$1.37B
5
UNH icon
UnitedHealth
UNH
+$1.15B

Sector Composition

1 Technology 21.75%
2 Healthcare 16.93%
3 Consumer Discretionary 13.35%
4 Industrials 12.41%
5 Communication Services 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$395M 0.11%
1,919,402
+229
152
$391M 0.11%
20,029,318
+7,450
153
$388M 0.11%
7,179,870
+1,382
154
$387M 0.11%
1,430,695
-154,564
155
$386M 0.11%
9,657,416
+1,118,416
156
$386M 0.11%
1,909,427
-8
157
$386M 0.11%
12,191,212
-4,314,270
158
$376M 0.11%
6,177,643
+4,638,165
159
$372M 0.11%
1,742,474
+812,713
160
$367M 0.1%
23,715,099
-11,882,676
161
$364M 0.1%
6,704,433
-40,101
162
$364M 0.1%
6,132,079
+308,837
163
$360M 0.1%
1,730,240
-771,860
164
$360M 0.1%
6,088,757
+1,121
165
$357M 0.1%
5,560,487
-2,436,856
166
$357M 0.1%
3,054,317
-189,120
167
$356M 0.1%
2,138,680
-80
168
$354M 0.1%
3,599,771
-981,812
169
$350M 0.1%
18,079,439
+4,084,735
170
$350M 0.1%
7,124,121
+6,127,690
171
$346M 0.1%
+421,040
172
$345M 0.1%
5,078,884
-1,558,479
173
$344M 0.1%
9,802,558
+2,701,432
174
$342M 0.1%
5,717,169
-32,553,717
175
$339M 0.1%
6,258,061
+1,719,545