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
$316B
AUM Growth
+$61.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1 +$2.26B
2 +$1.12B
3 +$922M
4
CMCSA icon
Comcast
CMCSA
+$920M
5
PM icon
Philip Morris
PM
+$876M

Top Sells

1 +$5.5B
2 +$1.73B
3 +$1.61B
4
TDG icon
TransDigm Group
TDG
+$850M
5
ABT icon
Abbott
ABT
+$773M

Sector Composition

1 Healthcare 20.46%
2 Technology 19.55%
3 Communication Services 14.69%
4 Consumer Discretionary 11.53%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$216M 0.07%
4,482,854
-3,849,952
202
$216M 0.07%
11,742,809
-8,391,924
203
$212M 0.07%
6,984,941
+4,613,002
204
$211M 0.07%
3,648,385
-307
205
$211M 0.07%
3,371,637
+61
206
$203M 0.06%
4,579,200
-998,374
207
$200M 0.06%
2,146,547
+1,219,040
208
$198M 0.06%
916,624
-634,504
209
$196M 0.06%
4,326,218
+2,855,618
210
$195M 0.06%
6,086,275
+29,811
211
$194M 0.06%
655,268
-248
212
$192M 0.06%
1,697,119
213
$190M 0.06%
+10,189,288
214
$189M 0.06%
3,703,916
+3,703,757
215
$186M 0.06%
600,916
+66
216
$184M 0.06%
934,801
+478,654
217
$184M 0.06%
+3,600,050
218
$179M 0.06%
3,471,708
-608,290
219
$175M 0.06%
4,093,142
+436,393
220
$175M 0.06%
4,154,652
-150,312
221
$172M 0.05%
890,532
-497,033
222
$166M 0.05%
5,347,031
+3,762,891
223
$165M 0.05%
1,239,896
+511,313
224
$164M 0.05%
+2,789,740
225
$163M 0.05%
1,408,868
+54,718