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
$409B
AUM Growth
+$23.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1 +$1.17B
2 +$925M
3 +$891M
4
CMCSA icon
Comcast
CMCSA
+$851M
5
MU icon
Micron Technology
MU
+$788M

Top Sells

1 +$3.19B
2 +$1.92B
3 +$1.22B
4
UNH icon
UnitedHealth
UNH
+$1.08B
5
UPS icon
United Parcel Service
UPS
+$985M

Sector Composition

1 Technology 18.99%
2 Healthcare 15.55%
3 Communication Services 13.77%
4 Consumer Discretionary 13.24%
5 Financials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$413M 0.1%
5,610,373
-248,204
177
$409M 0.1%
7,397,152
+2,562
178
$406M 0.1%
6,633,043
+319,715
179
$405M 0.1%
3,820,072
+703,286
180
$396M 0.1%
14,596,360
+7,484,872
181
$387M 0.09%
+14,211,590
182
$386M 0.09%
2,943,557
+1,393,421
183
$383M 0.09%
5,974,664
+458
184
$382M 0.09%
5,461,705
-1,350,715
185
$382M 0.09%
1,913,908
+513,070
186
$382M 0.09%
1,811,963
+100,672
187
$380M 0.09%
11,670,384
-1,022
188
$379M 0.09%
2,005,958
+413
189
$378M 0.09%
+20,015,344
190
$374M 0.09%
7,607,025
+257,877
191
$369M 0.09%
2,898,457
-3,818,562
192
$363M 0.09%
480,844
-416,610
193
$360M 0.09%
18,091,771
+199
194
$358M 0.09%
6,921,578
+300,727
195
$353M 0.09%
9,197,516
-275,521
196
$351M 0.09%
6,287,450
+2,750,236
197
$347M 0.08%
1,079,312
+621,117
198
$344M 0.08%
1,927,533
-240,473
199
$342M 0.08%
5,835,780
+943,312
200
$341M 0.08%
1,274,912
+1,269