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
QCOM icon
201
Qualcomm
QCOM
$155B
$251M 0.05%
1,467,056
+3,256
OTIS icon
202
Otis Worldwide
OTIS
$35.6B
$248M 0.05%
2,843,926
+18,189
EMN icon
203
Eastman Chemical
EMN
$8.58B
$246M 0.05%
3,855,729
-349,075
GBCI icon
204
Glacier Bancorp
GBCI
$6.36B
$246M 0.05%
5,581,288
-545,112
CWST icon
205
Casella Waste Systems
CWST
$5.85B
$244M 0.05%
2,488,034
+477,216
FCNCA icon
206
First Citizens BancShares
FCNCA
$24.3B
$241M 0.04%
112,144
-7,529
MTRN icon
207
Materion
MTRN
$3.34B
$235M 0.04%
1,893,919
-17,746
CE icon
208
Celanese
CE
$5.38B
$235M 0.04%
5,565,556
+1,076,645
CRDO icon
209
Credo Technology Group
CRDO
$20.7B
$235M 0.04%
1,631,019
-578,220
KLAC icon
210
KLA
KLAC
$200B
$233M 0.04%
191,943
+473
CZR icon
211
Caesars Entertainment
CZR
$5.04B
$232M 0.04%
9,915,236
-5,402,705
NBIS
212
Nebius Group N.V.
NBIS
$26.5B
$232M 0.04%
+2,767,280
MTSI icon
213
MACOM Technology Solutions
MTSI
$18.5B
$229M 0.04%
1,336,714
-196,146
DKNG icon
214
DraftKings
DKNG
$11.6B
$228M 0.04%
6,615,721
+2,372,520
QTWO icon
215
Q2 Holdings
QTWO
$3.02B
$227M 0.04%
3,141,044
+1,454,076
PLTR icon
216
Palantir
PLTR
$325B
$227M 0.04%
1,274,461
+3,109
VSEC icon
217
VSE Corp
VSEC
$6.34B
$225M 0.04%
1,299,704
+123,268
MRK icon
218
Merck
MRK
$296B
$222M 0.04%
2,112,142
-198,473
SU icon
219
Suncor Energy
SU
$66B
$221M 0.04%
4,973,331
+13,028
ITUB icon
220
Itaú Unibanco
ITUB
$102B
$217M 0.04%
30,359,075
+267,411
PAYX icon
221
Paychex
PAYX
$33.9B
$215M 0.04%
1,917,806
+398,376
BAC icon
222
Bank of America
BAC
$377B
$212M 0.04%
3,854,823
+9,813
TAK icon
223
Takeda Pharmaceutical
TAK
$58.5B
$210M 0.04%
13,486,772
+82,643
IRTC icon
224
iRhythm Holdings
IRTC
$4.52B
$210M 0.04%
1,184,746
+1,010
FAF icon
225
First American
FAF
$6.96B
$210M 0.04%
3,415,825
+109,242