Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $542B
1-Year Est. Return 32.05%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$2.66B
3 +$1.71B
4
ORCL icon
Oracle
ORCL
+$1.63B
5
NVDA icon
NVIDIA
NVDA
+$1.15B

Top Sells

1 +$3.92B
2 +$2.3B
3 +$2.28B
4
SHOP icon
Shopify
SHOP
+$1.22B
5
LVS icon
Las Vegas Sands
LVS
+$1.09B

Sector Composition

1 Technology 31.36%
2 Healthcare 13.6%
3 Consumer Discretionary 12.13%
4 Financials 10.03%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ECL icon
176
Ecolab
ECL
$86.5B
$349M 0.06%
1,329,156
-86,731
ALGM icon
177
Allegro MicroSystems
ALGM
$6.81B
$346M 0.06%
13,111,292
-3,713,430
CRWD icon
178
CrowdStrike
CRWD
$96.1B
$340M 0.06%
726,293
+4,924
RACE icon
179
Ferrari
RACE
$66.6B
$334M 0.06%
898,442
+104,319
SMTC icon
180
Semtech
SMTC
$8.37B
$332M 0.06%
4,502,720
-188,956
FN icon
181
Fabrinet
FN
$20.2B
$324M 0.06%
711,306
-297,162
INTU icon
182
Intuit
INTU
$110B
$321M 0.06%
483,963
+1,647
WFRD icon
183
Weatherford International
WFRD
$7.52B
$318M 0.06%
4,066,700
-1,606,903
ADBE icon
184
Adobe
ADBE
$106B
$315M 0.06%
901,225
+2,079
LSCC icon
185
Lattice Semiconductor
LSCC
$13.3B
$314M 0.06%
4,271,407
-325,810
SHOP icon
186
Shopify
SHOP
$164B
$309M 0.06%
1,917,942
-7,594,495
SLM icon
187
SLM Corp
SLM
$4.26B
$305M 0.06%
11,268,593
+1,107,768
ULS icon
188
UL Solutions
ULS
$16.9B
$302M 0.06%
3,834,395
-108,510
FITB
189
Fifth Third Bancorp
FITB
$46.8B
$302M 0.06%
6,450,801
+731,799
USB icon
190
US Bancorp
USB
$89B
$296M 0.05%
+5,554,298
HWM icon
191
Howmet Aerospace
HWM
$104B
$293M 0.05%
1,430,544
+10,080
HSY icon
192
Hershey
HSY
$46.9B
$292M 0.05%
1,605,592
-36
CME icon
193
CME Group
CME
$114B
$290M 0.05%
1,062,343
+7,716
SF icon
194
Stifel
SF
$18B
$277M 0.05%
2,208,488
-3,505
AUR icon
195
Aurora
AUR
$9.18B
$274M 0.05%
71,464,685
+166,100
FNV icon
196
Franco-Nevada
FNV
$54.1B
$265M 0.05%
1,277,889
+639,493
HAS icon
197
Hasbro
HAS
$14.1B
$265M 0.05%
3,225,875
+162,354
DOW icon
198
Dow Inc
DOW
$21.5B
$262M 0.05%
11,191,231
-529,882
XEL icon
199
Xcel Energy
XEL
$49.4B
$261M 0.05%
3,531,462
+34,620
ENSG icon
200
The Ensign Group
ENSG
$12.4B
$251M 0.05%
1,442,518
-573,583