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
$304B
AUM Growth
+$12.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$4.51B
2
+$2.2B
3
+$1.08B
4
NSC icon
Norfolk Southern
NSC
+$889M
5
WFC icon
Wells Fargo
WFC
+$796M

Top Sells

1
+$812M
2
+$791M
3
+$618M
4
MO icon
Altria Group
MO
+$589M
5
INTU icon
Intuit
INTU
+$537M

Sector Composition

1 Healthcare 22.14%
2 Technology 12.08%
3 Industrials 11.21%
4 Communication Services 11.1%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.3B 4.7%
93,139,648
-42,427
2
$11.7B 3.85%
99,991,520
-977,740
3
$8.29B 2.72%
313,093,040
+170,288,183
4
$8.17B 2.68%
175,249,677
+3,262,000
5
$6.43B 2.11%
296,352,700
-37,416,000
6
$6.26B 2.06%
78,109,313
-4,205,360
7
$5.97B 1.96%
148,135,118
+12,064,000
8
$5.57B 1.83%
82,969,218
-7,484,916
9
$4.96B 1.63%
96,196,948
-4,335,844
10
$4.91B 1.61%
100,366,416
-12,037,187
11
$4.76B 1.56%
26,333,741
+1,570,549
12
$4.29B 1.41%
45,762,724
-4,539,927
13
$3.54B 1.16%
24,996,204
+468,332
14
$3.47B 1.14%
17,366,540
15
$3.42B 1.12%
35,846,522
+11,299,260
16
$3.28B 1.08%
29,511,621
-608,200
17
$3.24B 1.07%
26,580,463
-675,486
18
$3.18B 1.05%
32,858,903
-2,174,300
19
$3.02B 0.99%
112,420,937
+1,026,100
20
$3B 0.98%
31,359,233
+3,360,000
21
$2.93B 0.96%
36,462,436
+3,911,300
22
$2.75B 0.9%
90,408,500
+72,268,500
23
$2.72B 0.9%
250,251,906
+8,721,000
24
$2.69B 0.88%
19,637,821
+143,705
25
$2.68B 0.88%
204,504,411
+24,205,277
1
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