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
$363B
AUM Growth
-$10B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1 +$1.65B
2 +$1.32B
3 +$1.2B
4
URI icon
United Rentals
URI
+$1.02B
5
UNP icon
Union Pacific
UNP
+$957M

Top Sells

1 +$2.57B
2 +$1.34B
3 +$1.16B
4
SYK icon
Stryker
SYK
+$1.1B
5
MU icon
Micron Technology
MU
+$1.01B

Sector Composition

1 Technology 24.26%
2 Healthcare 16.2%
3 Consumer Discretionary 12.71%
4 Industrials 12.04%
5 Communication Services 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$490M 0.13%
10,159,233
+497,065
152
$490M 0.13%
2,650,281
-79,052
153
$490M 0.13%
3,987,893
+2,791,124
154
$483M 0.13%
6,947,790
-23,961
155
$481M 0.13%
16,308,224
-858,350
156
$476M 0.13%
2,942,869
+1,572,079
157
$463M 0.13%
21,774,741
-242,609
158
$463M 0.13%
6,196,547
+2,943,060
159
$462M 0.13%
14,550,348
+6,408,778
160
$455M 0.13%
10,356,685
-26,492,407
161
$446M 0.12%
4,091,345
-74,791
162
$445M 0.12%
4,662,326
-103,471
163
$426M 0.12%
+6,692,034
164
$426M 0.12%
1,855,908
+146,143
165
$408M 0.11%
10,069,043
-1,248,617
166
$407M 0.11%
2,140,838
+1,963
167
$395M 0.11%
7,451,723
+267,597
168
$390M 0.11%
6,559,966
+2,558
169
$389M 0.11%
5,740,056
-436,707
170
$388M 0.11%
6,646,731
-893,416
171
$381M 0.11%
674,702
+18,745
172
$380M 0.1%
11,716,300
-7,084,545
173
$375M 0.1%
1,272,896
-187,238
174
$374M 0.1%
6,093,910
+2,179
175
$355M 0.1%
8,641,124
-3,832,481