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
$255B
AUM Growth
-$78.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1 +$1.29B
2 +$1.19B
3 +$967M
4
HD icon
Home Depot
HD
+$876M
5
PYPL icon
PayPal
PYPL
+$849M

Top Sells

1 +$2.85B
2 +$1.82B
3 +$1.76B
4
FIS icon
Fidelity National Information Services
FIS
+$1.48B
5
ABT icon
Abbott
ABT
+$1.41B

Sector Composition

1 Healthcare 20.99%
2 Technology 17.56%
3 Communication Services 15.03%
4 Consumer Discretionary 12.64%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$151M 0.06%
655,516
+167,539
202
$148M 0.06%
2,003,864
203
$147M 0.06%
11,257,860
-405,377
204
$145M 0.06%
5,504,991
-1,372,112
205
$143M 0.06%
1,738,253
-174,382
206
$141M 0.06%
1,477,390
-706,459
207
$141M 0.06%
18,650,248
-8,095,732
208
$139M 0.05%
762,984
-1,761,515
209
$139M 0.05%
953,861
-302,645
210
$138M 0.05%
+1,705,012
211
$138M 0.05%
4,369,888
+1,145,388
212
$132M 0.05%
4,304,964
+203
213
$130M 0.05%
64,258,755
+10,971,752
214
$128M 0.05%
1,004,107
-1,001,463
215
$128M 0.05%
1,812,472
+1,059,020
216
$127M 0.05%
101,971
+10
217
$126M 0.05%
4,526,976
-110,872
218
$121M 0.05%
600,850
+493,100
219
$119M 0.05%
+2,540,486
220
$119M 0.05%
975,097
-12,193,054
221
$117M 0.05%
+3,648,692
222
$116M 0.05%
2,541,619
+98,705
223
$115M 0.05%
5,955,780
+791,092
224
$113M 0.04%
1,697,119
225
$111M 0.04%
33,069,958
-52,887,184