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
$277B
AUM Growth
+$6.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1 +$2.78B
2 +$1.6B
3 +$851M
4
BHI
Baker Hughes
BHI
+$743M
5
TXN icon
Texas Instruments
TXN
+$716M

Top Sells

1 +$960M
2 +$949M
3 +$942M
4
GILD icon
Gilead Sciences
GILD
+$934M
5
UNH icon
UnitedHealth
UNH
+$836M

Sector Composition

1 Healthcare 20.71%
2 Technology 12.9%
3 Communication Services 11.29%
4 Industrials 11.23%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$222M 0.08%
3,000,000
202
$222M 0.08%
5,533,850
-10,696,900
203
$218M 0.08%
7,200,000
+1,200,000
204
$216M 0.08%
4,000,000
205
$215M 0.08%
10,391,890
+206,394
206
$209M 0.08%
2,742,074
207
$208M 0.08%
1,654,559
208
$208M 0.08%
6,577,928
+2,457,503
209
$208M 0.08%
5,274,068
-1,467,057
210
$205M 0.07%
6,200,000
211
$203M 0.07%
3,520,683
+110,000
212
$201M 0.07%
7,290,800
+1,148,600
213
$196M 0.07%
4,466,039
+232,112
214
$195M 0.07%
14,559,488
+9,894,488
215
$195M 0.07%
2,446,600
+1,679,000
216
$193M 0.07%
5,213,720
217
$192M 0.07%
6,581,261
218
$188M 0.07%
3,250,500
219
$184M 0.07%
2,467,142
220
$183M 0.07%
10,269,100
+7,100
221
$179M 0.06%
1,621,500
222
$175M 0.06%
3,089,000
223
$175M 0.06%
5,744,300
224
$175M 0.06%
6,390,000
225
$174M 0.06%
5,089,100
+37,100