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
$303B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$954M
2
+$539M
3
+$535M
4
TRP icon
TC Energy
TRP
+$498M
5
SO icon
Southern Company
SO
+$429M

Top Sells

1
+$1.26B
2
+$1.07B
3
+$747M
4
AMGN icon
Amgen
AMGN
+$661M
5
DHR icon
Danaher
DHR
+$651M

Sector Composition

1 Healthcare 18.92%
2 Technology 12.34%
3 Communication Services 10.31%
4 Energy 10.07%
5 Consumer Discretionary 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.2B 4.35%
78,911,687
-3,963,776
2
$10.2B 3.36%
161,275,127
+8,556,414
3
$8.97B 2.96%
214,158,420
-3,972,360
4
$7.96B 2.63%
81,832,782
-1,197,920
5
$7.82B 2.58%
150,363,577
-5,352,629
6
$6.32B 2.09%
160,931,388
-2,192,977
7
$5.3B 1.75%
75,495,038
-7,776,858
8
$5.1B 1.69%
51,745,376
+1,777,574
9
$4.82B 1.59%
49,440,865
-3,884,174
10
$4.54B 1.5%
71,845,669
-3,795,048
11
$4.21B 1.39%
269,090,372
+893,404
12
$4.18B 1.38%
43,174,411
+23,331
13
$4.15B 1.37%
69,980,655
+270,600
14
$4.1B 1.36%
38,759,360
+2,637,869
15
$4.08B 1.35%
29,117,382
-1,206
16
$4.06B 1.34%
107,606,956
+4,502,584
17
$3.9B 1.29%
33,537,131
+556,349
18
$3.47B 1.15%
28,388,103
-127,162
19
$3.43B 1.14%
88,366,360
+3,559,480
20
$3.35B 1.11%
79,077,450
-3,291
21
$3.28B 1.08%
37,968,014
+462,891
22
$3.15B 1.04%
102,544,830
-7,602,633
23
$2.71B 0.9%
20,586,605
+857,985
24
$2.71B 0.9%
67,372,420
+4,805,940
25
$2.7B 0.89%
60,102,325
+2,639,382
1
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