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
$456B
AUM Growth
+$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1 +$7.86B
2 +$2.52B
3 +$2.25B
4
META icon
Meta Platforms (Facebook)
META
+$2.2B
5
BA icon
Boeing
BA
+$1.84B

Top Sells

1 +$10.3B
2 +$5.56B
3 +$2.78B
4
MU icon
Micron Technology
MU
+$1.93B
5
CNQ icon
Canadian Natural Resources
CNQ
+$1.63B

Sector Composition

1 Technology 27.28%
2 Healthcare 15.12%
3 Industrials 12.22%
4 Consumer Discretionary 11.81%
5 Communication Services 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$436M 0.1%
3,122,997
-2,997,287
152
$434M 0.1%
+3,806,683
153
$430M 0.09%
8,033,406
+2,526,910
154
$421M 0.09%
24,106,636
+11,187,815
155
$418M 0.09%
2,010,160
+881
156
$392M 0.09%
232,568
+50,195
157
$387M 0.08%
6,778,330
+5,575,415
158
$377M 0.08%
3,581,598
+3,429,659
159
$367M 0.08%
431,761
+102
160
$362M 0.08%
10,706,835
+640,933
161
$359M 0.08%
2,775,935
+1,010
162
$349M 0.08%
4,737,550
+1,050
163
$338M 0.07%
1,948,733
-2,101,948
164
$330M 0.07%
1,470,528
-9,185
165
$329M 0.07%
2,162,269
+975
166
$328M 0.07%
1,310,308
+553,517
167
$324M 0.07%
5,567,173
-1,100,738
168
$322M 0.07%
8,427,262
-1,991,148
169
$321M 0.07%
3,060,308
-648,037
170
$318M 0.07%
1,424,571
+909
171
$314M 0.07%
2,540,155
172
$313M 0.07%
4,278,029
+3,708
173
$312M 0.07%
1,476,616
-662,186
174
$312M 0.07%
4,133,544
-6,977
175
$311M 0.07%
4,621,841
-1,016,131