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
$315B
AUM Growth
-$456M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1 +$1.49B
2 +$1.48B
3 +$1.35B
4
ALC icon
Alcon
ALC
+$1.28B
5
UNH icon
UnitedHealth
UNH
+$1.03B

Top Sells

1 +$2.65B
2 +$1.88B
3 +$1.54B
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.35B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.35B

Sector Composition

1 Healthcare 19.37%
2 Technology 16.98%
3 Consumer Discretionary 12.52%
4 Communication Services 11.95%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$209M 0.07%
3,817,453
-7,779,552
202
$204M 0.06%
3,808,305
-481,862
203
$200M 0.06%
3,368,235
+3,092
204
$200M 0.06%
765,749
+523
205
$199M 0.06%
875,980
-747,100
206
$196M 0.06%
991,941
+630
207
$194M 0.06%
2,270,162
+369,000
208
$192M 0.06%
6,620,000
209
$192M 0.06%
4,458,961
-1,917,874
210
$191M 0.06%
10,330,320
+8,932
211
$190M 0.06%
4,057,046
+3,058
212
$187M 0.06%
1,131,887
+253,887
213
$183M 0.06%
4,218,788
+26,191
214
$183M 0.06%
8,412,860
-353,024
215
$180M 0.06%
1,436,834
+967
216
$179M 0.06%
5,830,700
-67,500
217
$176M 0.06%
1,683,262
+18,810
218
$174M 0.06%
1,902,109
+172,214
219
$172M 0.05%
1,798,937
-125,320
220
$171M 0.05%
4,048,953
+2,513
221
$171M 0.05%
3,405,310
-31,038
222
$171M 0.05%
2,370,699
+1,450,799
223
$167M 0.05%
3,200,250
-282,000
224
$160M 0.05%
2,001,896
-117,272
225
$159M 0.05%
3,331,749
-774,425