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
$373B
AUM Growth
+$22.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1 +$1.94B
2 +$1.94B
3 +$1.84B
4
CE icon
Celanese
CE
+$1.15B
5
COF icon
Capital One
COF
+$875M

Top Sells

1 +$2.3B
2 +$1.7B
3 +$1.4B
4
GE icon
GE Aerospace
GE
+$1.29B
5
MU icon
Micron Technology
MU
+$1.22B

Sector Composition

1 Technology 24.18%
2 Healthcare 15.85%
3 Consumer Discretionary 13.35%
4 Industrials 11.99%
5 Communication Services 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$261M 0.07%
1,370,790
-1,808,584
202
$258M 0.07%
2,496,116
203
$258M 0.07%
2,481,257
+705,451
204
$254M 0.07%
553,774
+325
205
$250M 0.07%
2,192,497
-1,407,274
206
$247M 0.07%
4,075,256
-1,910
207
$244M 0.07%
4,778,363
+422,080
208
$240M 0.06%
6,806,206
-412,634
209
$239M 0.06%
5,632,678
+3,842
210
$239M 0.06%
2,288,461
+539,610
211
$235M 0.06%
2,039,143
+391
212
$234M 0.06%
1,446,969
+564,169
213
$234M 0.06%
8,816,575
-9,262,864
214
$232M 0.06%
5,694,616
-3,907,542
215
$229M 0.06%
3,059,785
-2,019,099
216
$228M 0.06%
1,944,238
-6
217
$224M 0.06%
2,281,448
+1,024
218
$224M 0.06%
19,123,081
+5,151
219
$223M 0.06%
1,692,626
+1,667,732
220
$222M 0.06%
8,157,994
+235,749
221
$222M 0.06%
13,334,127
-10,380,972
222
$220M 0.06%
3,203,862
223
$219M 0.06%
12,625,196
+161,917
224
$219M 0.06%
4,225,520
+2,727
225
$217M 0.06%
13,787,841
+208,381