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
$280B
AUM Growth
-$24.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$1.69B
2
+$1.41B
3
+$1.09B
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.05B
5
KHC icon
Kraft Heinz
KHC
+$951M

Top Sells

1
+$2.94B
2
+$1.39B
3
+$1.33B
4
NFLX icon
Netflix
NFLX
+$1.1B
5
AAPL icon
Apple
AAPL
+$882M

Sector Composition

1 Healthcare 20.04%
2 Communication Services 12.94%
3 Industrials 11.76%
4 Technology 11.69%
5 Consumer Staples 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.9B 4.61%
93,139,648
2
$10.5B 3.74%
336,408,900
+23,315,860
3
$7.68B 2.75%
176,609,217
+1,359,540
4
$6.87B 2.46%
70,001,796
-29,989,724
5
$6.25B 2.24%
244,203,700
-52,149,000
6
$6.13B 2.19%
77,297,013
-812,300
7
$5.5B 1.97%
152,380,118
+4,245,000
8
$5.26B 1.88%
96,775,416
-3,591,000
9
$4.51B 1.61%
91,017,117
-5,179,831
10
$4.29B 1.53%
27,407,884
+1,074,143
11
$4.08B 1.46%
74,933,454
-8,035,764
12
$4.04B 1.44%
45,667,562
+9,821,040
13
$3.63B 1.3%
35,113,540
-10,649,184
14
$3.55B 1.27%
117,941,800
+27,533,300
15
$3.39B 1.21%
24,596,204
-400,000
16
$3.37B 1.21%
34,303,903
+1,445,000
17
$3.31B 1.18%
134,612,334
+22,191,397
18
$3.23B 1.16%
14,080,421
-3,286,119
19
$3.19B 1.14%
27,501,463
+921,000
20
$3B 1.07%
31,905,633
+546,400
21
$2.88B 1.03%
36,462,436
22
$2.83B 1.01%
24,493,389
-5,018,232
23
$2.79B 1%
49,041,685
+6,521,035
24
$2.77B 0.99%
39,368,441
+3,303,500
25
$2.42B 0.87%
33,285,800
+7,288,000
1
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