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
$315B
AUM Growth
+$28.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$1.54B
2
+$1.06B
3
+$1.05B
4
MU icon
Micron Technology
MU
+$738M
5
XOM icon
Exxon Mobil
XOM
+$566M

Top Sells

1
+$2.18B
2
+$1.42B
3
+$1.37B
4
VZ icon
Verizon
VZ
+$1.36B
5
AMZN icon
Amazon
AMZN
+$1.01B

Sector Composition

1 Healthcare 20.11%
2 Technology 16.54%
3 Communication Services 12.83%
4 Consumer Discretionary 12.55%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.9B 3.79%
71,671,932
+1,899,409
2
$11.8B 3.74%
146,508,345
-27,059,898
3
$11.5B 3.66%
97,793,660
-12,069,287
4
$9.5B 3.01%
26,646,950
+955,374
5
$9.24B 2.93%
115,571,577
-6,356,769
6
$7.37B 2.34%
82,823,140
-11,299,520
7
$6.74B 2.14%
224,186,070
-28,547,590
8
$6.34B 2.01%
33,394,502
-1,750,473
9
$5.35B 1.7%
91,278,060
-10,589,240
10
$5.28B 1.67%
98,267,753
+659,010
11
$5.16B 1.64%
87,688,540
-8,488,000
12
$5.1B 1.62%
27,948,771
+8,439,261
13
$5.08B 1.61%
78,185,935
+5,637,146
14
$5.04B 1.6%
62,424,191
+7,000,222
15
$4.49B 1.42%
50,848,563
-4,064,195
16
$4.44B 1.41%
46,624,774
+888,389
17
$4.42B 1.4%
17,863,534
-1,370,317
18
$4.09B 1.3%
69,242,580
-23,078,200
19
$4.08B 1.29%
17,339,366
-372,576
20
$4.01B 1.27%
14,665,550
-1,264,804
21
$3.91B 1.24%
23,104,901
+657,932
22
$3.79B 1.2%
65,972,801
+391,372
23
$3.62B 1.15%
33,056,264
-554,240
24
$3.49B 1.11%
41,500,764
-5,606,860
25
$3.25B 1.03%
130,256,772
+4,204,143
1
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