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
$304B
AUM Growth
-$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1 +$1.58B
2 +$1.33B
3 +$717M
4
LLY icon
Eli Lilly
LLY
+$598M
5
AMZN icon
Amazon
AMZN
+$539M

Top Sells

1 +$1.07B
2 +$994M
3 +$796M
4
CMCSA icon
Comcast
CMCSA
+$585M
5
LIN icon
Linde
LIN
+$514M

Sector Composition

1 Technology 20.28%
2 Healthcare 16.91%
3 Consumer Discretionary 13.72%
4 Industrials 10.84%
5 Financials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$206M 0.07%
1,056,918
-683,187
202
$206M 0.07%
5,616,880
+250
203
$202M 0.07%
1,901,608
+76,808
204
$199M 0.07%
1,469,706
+810
205
$197M 0.06%
12,988,383
-384,404
206
$195M 0.06%
8,189,420
207
$193M 0.06%
2,713,892
-700
208
$192M 0.06%
2,863,733
+270
209
$188M 0.06%
5,626,406
-1,712
210
$187M 0.06%
2,971,869
-64,716
211
$187M 0.06%
4,439,614
+420,461
212
$183M 0.06%
2,017,243
+1,260,511
213
$181M 0.06%
2,584,100
-194,005
214
$175M 0.06%
2,036,917
+57
215
$173M 0.06%
3,371,293
+1,408,534
216
$171M 0.06%
6,692,048
-833
217
$169M 0.06%
4,220,992
-4,401,354
218
$168M 0.06%
1,611,136
-920,258
219
$168M 0.06%
4,539,228
+5,082
220
$168M 0.06%
5,205,731
-267
221
$166M 0.05%
1,218,154
+240
222
$164M 0.05%
892,493
-40
223
$158M 0.05%
1,363,571
-68,957
224
$152M 0.05%
3,478,199
+575,935
225
$151M 0.05%
1,202,326
+237,326