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Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $645B
1-Year Est. Return 30.61%
 

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
+30.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$645B
AUM Growth
+$103B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1 +$9.76B
2 +$9.53B
3 +$8.35B
4
AMZN icon
Amazon
AMZN
+$6.25B
5
CSCO icon
Cisco
CSCO
+$5.01B

Top Sells

1 +$4.73B
2 +$1.86B
3 +$1.54B
4
AIG icon
American International
AIG
+$1.45B
5
COF icon
Capital One
COF
+$1.43B

Sector Composition

1 Technology 29.96%
2 Healthcare 12.5%
3 Consumer Discretionary 11.56%
4 Industrials 9.85%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AUR icon
201
Aurora
AUR
$12.6B
$341M 0.05%
82,739,454
+11,274,769
GLXY
202
Galaxy Digital Inc
GLXY
$6B
$336M 0.05%
18,214,996
+52,998
SU icon
203
Suncor Energy
SU
$66.7B
$330M 0.05%
4,990,532
+17,201
NEM icon
204
Newmont
NEM
$104B
$327M 0.05%
3,022,568
-590,882
PSA icon
205
Public Storage
PSA
$56.4B
$327M 0.05%
+1,207,605
STZ icon
206
Constellation Brands
STZ
$24.6B
$323M 0.05%
2,154,747
+2,150,626
SMTC icon
207
Semtech
SMTC
$15.2B
$319M 0.05%
4,152,082
-350,638
OVV icon
208
Ovintiv
OVV
$15.4B
$318M 0.05%
+5,361,215
PANW icon
209
Palo Alto Networks
PANW
$237B
$314M 0.05%
1,961,199
-35,336
ULS icon
210
UL Solutions
ULS
$18.1B
$313M 0.05%
3,653,938
-180,457
CE icon
211
Celanese
CE
$5.28B
$309M 0.05%
4,696,916
-868,640
PCG icon
212
PG&E
PCG
$36.9B
$305M 0.05%
17,353,304
-15,199,087
DLR icon
213
Digital Realty Trust
DLR
$68.5B
$288M 0.04%
1,600,151
+334,487
HLT icon
214
Hilton Worldwide
HLT
$78.3B
$286M 0.04%
942,789
-1,356,069
ENSG icon
215
The Ensign Group
ENSG
$9.29B
$283M 0.04%
1,402,108
-40,410
TD icon
216
Toronto Dominion Bank
TD
$197B
$276M 0.04%
2,955,734
-2,755,268
MTSI icon
217
MACOM Technology Solutions
MTSI
$28.4B
$272M 0.04%
1,222,672
-114,042
BRO icon
218
Brown & Brown
BRO
$20.5B
$254M 0.04%
+3,891,662
SO icon
219
Southern Company
SO
$107B
$252M 0.04%
2,614,540
+1,789,386
MRK icon
220
Merck
MRK
$295B
$248M 0.04%
2,061,571
-50,571
FITB
221
Fifth Third Bancorp
FITB
$49.5B
$232M 0.04%
5,000,000
-1,450,801
BAC icon
222
Bank of America
BAC
$411B
$229M 0.04%
4,692,650
+837,827
NEE.PRT
223
NextEra Energy 7.234% Corporate Units
NEE.PRT
$1.49B
$224M 0.03%
4,265,572
OTIS icon
224
Otis Worldwide
OTIS
$27.5B
$221M 0.03%
2,872,894
+28,968
SCCO icon
225
Southern Copper
SCCO
$149B
$219M 0.03%
1,287,001
+711,651