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
$533B
AUM Growth
+$33.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$3.31B
3 +$2.52B
4
AMAT icon
Applied Materials
AMAT
+$2.11B
5
AMZN icon
Amazon
AMZN
+$2.1B

Top Sells

1 +$6.4B
2 +$4.16B
3 +$2.14B
4
MU icon
Micron Technology
MU
+$1.34B
5
AVGO icon
Broadcom
AVGO
+$1.26B

Sector Composition

1 Technology 30.98%
2 Consumer Discretionary 12.79%
3 Healthcare 12.73%
4 Industrials 10.59%
5 Financials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
QCOM icon
201
Qualcomm
QCOM
$192B
$244M 0.05%
1,463,800
+3,295
ARM icon
202
Arm
ARM
$132B
$243M 0.05%
+1,718,132
OMC icon
203
Omnicom Group
OMC
$25.5B
$239M 0.04%
2,930,632
+10,759
HAS icon
204
Hasbro
HAS
$11.4B
$232M 0.04%
3,063,521
-1,963,988
PLTR icon
205
Palantir
PLTR
$437B
$232M 0.04%
1,271,352
-980,660
INTC icon
206
Intel
INTC
$179B
$231M 0.04%
6,897,918
+48,511
MTRN icon
207
Materion
MTRN
$2.61B
$231M 0.04%
1,911,665
APG icon
208
APi Group
APG
$16.3B
$223M 0.04%
6,500,638
-1,724,407
HTHT icon
209
Huazhu Hotels Group
HTHT
$14.7B
$217M 0.04%
5,560,557
-2,477,008
DLR icon
210
Digital Realty Trust
DLR
$52.5B
$217M 0.04%
1,257,134
+3,917
LYB icon
211
LyondellBasell Industries
LYB
$13.9B
$215M 0.04%
4,389,442
+3,619,468
ITUB icon
212
Itaú Unibanco
ITUB
$79.8B
$214M 0.04%
29,215,208
+329,932
FCNCA icon
213
First Citizens BancShares
FCNCA
$25.8B
$214M 0.04%
119,673
-510,938
FAF icon
214
First American
FAF
$6.6B
$212M 0.04%
3,306,583
+2,183,960
ZTS icon
215
Zoetis
ZTS
$53.3B
$208M 0.04%
1,422,646
+4,707
SU icon
216
Suncor Energy
SU
$52.4B
$208M 0.04%
4,960,303
+33,091
KLAC icon
217
KLA
KLAC
$161B
$207M 0.04%
191,470
+499
IRTC icon
218
iRhythm Technologies
IRTC
$5.45B
$204M 0.04%
1,183,736
-323,128
RHI icon
219
Robert Half
RHI
$2.79B
$203M 0.04%
5,971,698
+15,815
NEE.PRT
220
NextEra Energy 7.234% Corporate Units
NEE.PRT
$1.47B
$200M 0.04%
4,261,472
BAC icon
221
Bank of America
BAC
$404B
$198M 0.04%
3,845,010
+608,187
HLI icon
222
Houlihan Lokey
HLI
$12.4B
$196M 0.04%
956,441
+157,605
TAK icon
223
Takeda Pharmaceutical
TAK
$46.2B
$196M 0.04%
13,404,129
+108,556
VSEC icon
224
VSE Corp
VSEC
$3.96B
$196M 0.04%
1,176,436
-480,104
WMT icon
225
Walmart Inc. Common Stock
WMT
$931B
$195M 0.04%
1,889,872
+4,802