Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $499B
1-Year Est. Return 30.87%
 

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
+30.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319B
AUM Growth
+$2.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$3.26B
2
+$1.33B
3
+$944M
4
VZ icon
Verizon
VZ
+$896M
5
HOG icon
Harley-Davidson
HOG
+$776M

Top Sells

1
+$1.51B
2
+$1.38B
3
+$1.25B
4
MCK icon
McKesson
MCK
+$1.21B
5
CAT icon
Caterpillar
CAT
+$985M

Sector Composition

1 Healthcare 17.27%
2 Technology 16.26%
3 Consumer Discretionary 11.9%
4 Financials 11.32%
5 Communication Services 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$312M 0.1%
9,480,471
+8,471
177
$309M 0.1%
16,635,660
178
$305M 0.1%
+2,791,603
179
$303M 0.09%
3,024,580
+6,976
180
$302M 0.09%
5,883,633
+145,724
181
$298M 0.09%
3,611,065
-739
182
$297M 0.09%
3,814,199
+301,684
183
$293M 0.09%
10,577,410
+7,404
184
$292M 0.09%
6,166,800
+85,000
185
$289M 0.09%
2,378,035
-2,570,968
186
$287M 0.09%
2,041,714
+273,660
187
$287M 0.09%
1,602,587
+4,531
188
$282M 0.09%
3,509,230
-819,000
189
$279M 0.09%
5,482,378
+4,232
190
$278M 0.09%
14,825,152
-16,637,858
191
$276M 0.09%
3,024,592
-1,510,927
192
$274M 0.09%
3,309,230
-511
193
$265M 0.08%
23,655,000
+3,655,000
194
$264M 0.08%
7,117,376
-300,000
195
$264M 0.08%
4,847,202
+2,284,092
196
$263M 0.08%
11,802,355
-575,000
197
$262M 0.08%
2,436,297
-9,169,166
198
$262M 0.08%
6,019,946
-55,938
199
$261M 0.08%
10,692,000
200
$260M 0.08%
1,246,000
+120,000
6 7
8
9 10