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
$290B
AUM Growth
-$2.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1 +$1.49B
2 +$1.42B
3 +$1.03B
4
MCK icon
McKesson
MCK
+$934M
5
AAPL icon
Apple
AAPL
+$895M

Top Sells

1 +$2.67B
2 +$2.21B
3 +$2.02B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.86B
5
NSC icon
Norfolk Southern
NSC
+$1.16B

Sector Composition

1 Healthcare 18.47%
2 Technology 12.22%
3 Communication Services 12.18%
4 Industrials 10.61%
5 Consumer Staples 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$240M 0.08%
3,334,965
202
$229M 0.08%
6,157,426
203
$228M 0.08%
14,911,000
-3,430,000
204
$228M 0.08%
5,222,200
+635,000
205
$222M 0.08%
7,488,360
-5,728,266
206
$222M 0.08%
3,200,000
207
$221M 0.08%
3,640,299
+1,640,299
208
$221M 0.08%
3,104,997
+166,000
209
$220M 0.08%
5,000,000
210
$220M 0.08%
4,884,925
-275,461
211
$216M 0.07%
2,600,000
212
$214M 0.07%
4,092,000
213
$214M 0.07%
11,729,280
+140,000
214
$210M 0.07%
6,323,033
+313,600
215
$207M 0.07%
2,150,000
216
$205M 0.07%
4,211,000
+685,600
217
$203M 0.07%
6,570,000
+435,000
218
$203M 0.07%
4,854,270
-134,500
219
$202M 0.07%
6,685,000
220
$199M 0.07%
10,569,992
221
$199M 0.07%
11,053,182
+2,216,182
222
$196M 0.07%
3,094,000
223
$195M 0.07%
+5,344,800
224
$195M 0.07%
28,369,274
+700,000
225
$193M 0.07%
9,498,048