Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $499B
1-Year Est. Return 30.87%
 

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
+30.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$8.88B
2
+$8.02B
3
+$7.4B
4
AMGN icon
Amgen
AMGN
+$6.62B
5
MO icon
Altria Group
MO
+$5.28B

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 18.95%
2 Technology 12.52%
3 Communication Services 11.55%
4 Industrials 10.7%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.88B 3.78%
+102,547,012
2
$8.02B 3.41%
+156,668,826
3
$7.4B 3.14%
+214,204,028
4
$6.62B 2.81%
+67,059,503
5
$5.28B 2.24%
+150,888,600
6
$4.91B 2.09%
+97,613,203
7
$4.88B 2.07%
+222,464,297
8
$4.45B 1.89%
+107,610,838
9
$4.01B 1.71%
+288,976,000
10
$3.85B 1.63%
+125,188,800
11
$3.63B 1.54%
+46,831,498
12
$3.06B 1.3%
+114,317,113
13
$2.94B 1.25%
+84,401,311
14
$2.78B 1.18%
+42,170,706
15
$2.73B 1.16%
+42,086,394
16
$2.66B 1.13%
+37,164,339
17
$2.61B 1.11%
+33,358,700
18
$2.59B 1.1%
+73,265,235
19
$2.44B 1.04%
+73,384,250
20
$2.35B 1%
+30,500,254
21
$2.35B 1%
+303,638,508
22
$2.28B 0.97%
+58,182,900
23
$2.24B 0.95%
+34,221,187
24
$2.24B 0.95%
+106,892,076
25
$1.98B 0.84%
+21,428,100
1
2 3 4 5