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
$405B
AUM Growth
-$47.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1 +$2.12B
2 +$2.08B
3 +$1.94B
4
AAPL icon
Apple
AAPL
+$1.63B
5
EPAM icon
EPAM Systems
EPAM
+$1.42B

Top Sells

1 +$3.04B
2 +$2.69B
3 +$1.99B
4
HD icon
Home Depot
HD
+$1.46B
5
CSX icon
CSX Corp
CSX
+$1.17B

Sector Composition

1 Technology 21.43%
2 Healthcare 14.23%
3 Consumer Discretionary 12.89%
4 Industrials 10.06%
5 Communication Services 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$413M 0.1%
6,083,365
+2,871
177
$410M 0.1%
37,142,171
+28,882,196
178
$405M 0.1%
7,591,327
+82,641
179
$402M 0.1%
18,082,737
-12,239
180
$400M 0.1%
714,766
+212,802
181
$395M 0.1%
+9,594,396
182
$379M 0.09%
108,322,250
+36,542,740
183
$368M 0.09%
49,252,241
+4,519,651
184
$345M 0.09%
5,452,006
+3,402,873
185
$341M 0.08%
985,138
-1,003,800
186
$339M 0.08%
5,802,678
-2,991,146
187
$337M 0.08%
4,282,838
-580,431
188
$335M 0.08%
4,238,889
-1,839
189
$334M 0.08%
1,442,596
+162,879
190
$333M 0.08%
2,408,656
+676,467
191
$331M 0.08%
4,051,286
+955,920
192
$326M 0.08%
3,132,262
+394
193
$323M 0.08%
3,151,546
-12,899
194
$323M 0.08%
13,084,781
+2,194
195
$320M 0.08%
1,279,531
-517,889
196
$319M 0.08%
11,852,080
+4,491,941
197
$318M 0.08%
4,996,270
-2,865,950
198
$314M 0.08%
2,299,796
+100
199
$312M 0.08%
1,550,791
-341,594
200
$312M 0.08%
1,830,548
+1,406,293