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
$317B
AUM Growth
+$8.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$900M
3 +$727M
4
WFC icon
Wells Fargo
WFC
+$704M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$609M

Top Sells

1 +$1.34B
2 +$982M
3 +$905M
4
ALXN
Alexion Pharmaceuticals
ALXN
+$867M
5
MCK icon
McKesson
MCK
+$835M

Sector Composition

1 Healthcare 16.44%
2 Technology 15.01%
3 Financials 11.47%
4 Consumer Discretionary 10.69%
5 Communication Services 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$11.5B 3.62%
176,143,916
+1,180,164
2
$9.46B 2.98%
213,434,080
-1,082,300
3
$9.41B 2.97%
57,325,135
-8,157,032
4
$7.86B 2.48%
69,611,082
-4,019,621
5
$7.47B 2.36%
50,540,754
-1,250,487
6
$7.36B 2.32%
336,051,490
+18,567,170
7
$6.76B 2.13%
151,441,583
-1,299,624
8
$6.5B 2.05%
133,337,625
-7,988,224
9
$4.89B 1.54%
68,493,997
+367,289
10
$4.85B 1.53%
77,617,237
-308,922
11
$4.76B 1.5%
59,070,875
-5,010,486
12
$4.47B 1.41%
42,160,869
-595,846
13
$4.25B 1.34%
117,836,868
+6,751,371
14
$4.09B 1.29%
31,044,986
-3,298,987
15
$4.01B 1.26%
96,565,600
+7,272,700
16
$3.8B 1.2%
23,139,249
-2,384,348
17
$3.68B 1.16%
102,418,392
+13,986,616
18
$3.57B 1.12%
84,121,240
+14,364,720
19
$3.56B 1.12%
36,470,754
-2,680,793
20
$3.55B 1.12%
32,880,101
-7,469,421
21
$3.34B 1.05%
27,896,487
-492,072
22
$3.29B 1.04%
205,436,903
-61,249,126
23
$3.01B 0.95%
16,066,512
-19,997
24
$2.92B 0.92%
19,855,562
+6,154
25
$2.86B 0.9%
16,142,841
-3,291,905