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
$460B
AUM Growth
-$26.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1 +$4.12B
2 +$3.51B
3 +$2.92B
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.99B
5
UNH icon
UnitedHealth
UNH
+$1.5B

Top Sells

1 +$5.28B
2 +$2.8B
3 +$1.6B
4
META icon
Meta Platforms (Facebook)
META
+$1.49B
5
PNC icon
PNC Financial Services
PNC
+$1.34B

Sector Composition

1 Technology 23.87%
2 Healthcare 17.77%
3 Consumer Discretionary 12.84%
4 Industrials 11.65%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$289M 0.06%
674,261
+180,063
177
$288M 0.06%
2,793,231
+8,860
178
$283M 0.06%
3,150,734
-1,322,651
179
$283M 0.06%
4,977,846
+431,479
180
$280M 0.06%
667,804
+51,808
181
$280M 0.06%
1,338,032
+2,308
182
$278M 0.06%
11,062,801
+5,294,593
183
$273M 0.06%
5,646,453
+1,500
184
$272M 0.06%
9,227,163
+28,853
185
$271M 0.06%
3,420,692
+14,874
186
$270M 0.06%
3,797,953
+293,453
187
$269M 0.06%
4,559,458
-13,872,450
188
$266M 0.06%
2,297,779
-526,410
189
$263M 0.06%
+6,293,066
190
$256M 0.06%
1,601,284
+1,188,033
191
$250M 0.05%
1,557,461
+7,014
192
$248M 0.05%
+3,897,635
193
$247M 0.05%
3,230,879
+488,437
194
$246M 0.05%
3,472,095
-4,993,991
195
$246M 0.05%
2,609,577
-865,159
196
$243M 0.05%
1,879,841
-365,156
197
$241M 0.05%
2,912,501
+4,516
198
$241M 0.05%
3,409,967
+19,924
199
$240M 0.05%
4,479,621
-1,466,134
200
$237M 0.05%
3,720,917
+2,376,113