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
$331B
AUM Growth
+$11.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$1.61B
2
+$1.08B
3
+$971M
4
ABBV icon
AbbVie
ABBV
+$954M
5
GE icon
GE Aerospace
GE
+$921M

Top Sells

1
+$2.54B
2
+$1.97B
3
+$1.39B
4
TXN icon
Texas Instruments
TXN
+$1.11B
5
BA icon
Boeing
BA
+$1.07B

Sector Composition

1 Healthcare 18.18%
2 Technology 15.85%
3 Consumer Discretionary 11.67%
4 Financials 11.33%
5 Communication Services 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.8B 5.07%
189,015,179
+10,740,344
2
$10.2B 3.08%
212,365,740
-1,869,700
3
$9.79B 2.95%
52,482,472
-1,264,494
4
$8.51B 2.57%
46,909,261
-1,741,559
5
$7.87B 2.37%
158,931,891
+5,523,875
6
$6.47B 1.95%
266,596,670
-29,880,080
7
$5.95B 1.8%
79,918,482
+10,255,438
8
$5.77B 1.74%
151,580,255
+22,998,634
9
$5.74B 1.73%
51,720,612
-6,166,671
10
$5.53B 1.67%
32,005,402
-1,612,980
11
$5.3B 1.6%
292,989,594
+46,324,725
12
$4.87B 1.47%
101,459,740
+1,791,120
13
$4.39B 1.32%
45,347,561
+3,507,866
14
$4.38B 1.32%
30,863,751
+78,696
15
$4.31B 1.3%
111,830,108
-5,969,736
16
$4.29B 1.3%
88,743,849
-52,530,301
17
$4.2B 1.27%
86,326,840
+162,940
18
$4.07B 1.23%
45,357,658
-12,367,818
19
$4.01B 1.21%
20,494,510
-1,329,297
20
$3.87B 1.17%
28,652,926
+151,283
21
$3.62B 1.09%
67,861,126
+20,271,463
22
$3.53B 1.07%
57,557,541
-1,004
23
$3.5B 1.06%
17,048,223
+255,815
24
$3.49B 1.05%
18,427,336
+1,122,439
25
$3.37B 1.02%
205,553,734
+6,168,484
1
2 3 4 5