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
$533B
AUM Growth
+$33.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$3.31B
3 +$2.52B
4
AMAT icon
Applied Materials
AMAT
+$2.11B
5
AMZN icon
Amazon
AMZN
+$2.1B

Top Sells

1 +$6.4B
2 +$4.16B
3 +$2.14B
4
MU icon
Micron Technology
MU
+$1.34B
5
AVGO icon
Broadcom
AVGO
+$1.26B

Sector Composition

1 Technology 30.98%
2 Consumer Discretionary 12.79%
3 Healthcare 12.73%
4 Industrials 10.59%
5 Financials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MNST icon
176
Monster Beverage
MNST
$72.3B
$339M 0.06%
5,033,066
+2,096,575
LSCC icon
177
Lattice Semiconductor
LSCC
$10.3B
$337M 0.06%
4,597,217
+1,834,440
SMTC icon
178
Semtech
SMTC
$6.75B
$335M 0.06%
4,691,676
+571,372
INTU icon
179
Intuit
INTU
$187B
$329M 0.06%
482,316
+1,973
CHTR icon
180
Charter Communications
CHTR
$26.7B
$327M 0.06%
+1,189,287
AMD icon
181
Advanced Micro Devices
AMD
$343B
$322M 0.06%
1,989,503
+8,552
CRDO icon
182
Credo Technology Group
CRDO
$26B
$322M 0.06%
2,209,239
-1,537,071
ADBE icon
183
Adobe
ADBE
$149B
$317M 0.06%
899,146
-391,212
BKNG icon
184
Booking.com
BKNG
$171B
$315M 0.06%
58,347
+103
SLB icon
185
SLB Ltd
SLB
$58.9B
$310M 0.06%
9,031,260
+25,384
HSY icon
186
Hershey
HSY
$36.9B
$300M 0.06%
1,605,628
+101,305
GBCI icon
187
Glacier Bancorp
GBCI
$5.72B
$298M 0.06%
6,126,400
-122,937
CME icon
188
CME Group
CME
$98.6B
$285M 0.05%
1,054,627
+6,545
XEL icon
189
Xcel Energy
XEL
$44.5B
$282M 0.05%
3,496,842
+52,670
SLM icon
190
SLM Corp
SLM
$5.46B
$281M 0.05%
10,160,825
+1,849,886
ULS icon
191
UL Solutions
ULS
$15.7B
$279M 0.05%
3,942,905
+674,088
HWM icon
192
Howmet Aerospace
HWM
$79.8B
$279M 0.05%
1,420,464
+11,433
MASI icon
193
Masimo
MASI
$7.43B
$274M 0.05%
1,854,128
-1,542
DOW icon
194
Dow Inc
DOW
$17B
$269M 0.05%
11,721,113
-14,508,629
EMN icon
195
Eastman Chemical
EMN
$7.43B
$265M 0.05%
4,204,804
-41,489
LITE icon
196
Lumentum
LITE
$23B
$264M 0.05%
1,622,546
-46,833
ATI icon
197
ATI
ATI
$14.8B
$262M 0.05%
3,224,970
OTIS icon
198
Otis Worldwide
OTIS
$34.3B
$258M 0.05%
2,825,737
+15,589
FITB icon
199
Fifth Third Bancorp
FITB
$31.8B
$255M 0.05%
5,719,002
+295,490
SF icon
200
Stifel
SF
$13.2B
$251M 0.05%
2,211,993
-33,766