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
$292B
AUM Growth
+$2.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$4.73B
2
+$1.09B
3
+$775M
4
AIG icon
American International
AIG
+$707M
5
FCX icon
Freeport-McMoran
FCX
+$553M

Top Sells

1
+$1.72B
2
+$1.56B
3
+$1.24B
4
AMGN icon
Amgen
AMGN
+$974M
5
VZ icon
Verizon
VZ
+$680M

Sector Composition

1 Healthcare 19.37%
2 Technology 11.55%
3 Communication Services 10.85%
4 Consumer Staples 10.39%
5 Industrials 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.6B 4.31%
82,875,463
-6,400,045
2
$9.44B 3.23%
152,718,713
+76,593,054
3
$8.7B 2.97%
155,716,206
-12,178,999
4
$8.45B 2.89%
83,030,702
-433,816
5
$7.8B 2.67%
218,130,780
-1,184,700
6
$6.68B 2.28%
163,124,365
-979,925
7
$5.22B 1.78%
83,271,896
-362,121
8
$5.22B 1.78%
75,640,717
-5,222,588
9
$4.65B 1.59%
53,325,039
-4,324,833
10
$4.57B 1.56%
49,967,802
+761,325
11
$4.11B 1.41%
29,118,588
+147,410
12
$4.05B 1.39%
268,196,968
+4,625,561
13
$3.95B 1.35%
32,980,782
+1,095,549
14
$3.69B 1.26%
69,710,055
+13,367,970
15
$3.6B 1.23%
43,151,080
+1,423,493
16
$3.59B 1.23%
110,147,463
-13,089,465
17
$3.58B 1.23%
79,080,741
+3,091,367
18
$3.38B 1.16%
103,104,372
+4,719,872
19
$3.25B 1.11%
37,505,123
+358,123
20
$3.23B 1.1%
28,515,265
-2,191,678
21
$2.99B 1.02%
25,589,322
-2,012,885
22
$2.93B 1%
84,806,880
-2,247,560
23
$2.87B 0.98%
36,121,491
+3,383,013
24
$2.76B 0.95%
18,325,069
-973,375
25
$2.74B 0.94%
27,003,602
-2,170,884
1
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