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
$305B
AUM Growth
-$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$3.04B
2
+$1.85B
3
+$781M
4
BKR icon
Baker Hughes
BKR
+$670M
5
CCL icon
Carnival Corp
CCL
+$640M

Top Sells

1
+$2.91B
2
+$2.05B
3
+$1.36B
4
MO icon
Altria Group
MO
+$854M
5
ABBV icon
AbbVie
ABBV
+$720M

Sector Composition

1 Healthcare 19.42%
2 Technology 18.27%
3 Communication Services 11.95%
4 Consumer Discretionary 11.79%
5 Industrials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.9B 4.25%
72,701,753
-129,220
2
$12.9B 4.24%
92,893,893
-1,360,741
3
$9.46B 3.1%
113,073,038
-3,716,315
4
$9.44B 3.1%
35,288,840
+6,921,397
5
$7.62B 2.5%
100,614,672
-9,509,347
6
$7.51B 2.46%
271,881,630
+624,500
7
$7.02B 2.3%
80,855,240
-1,252,820
8
$6.5B 2.13%
33,594,555
+4,036,798
9
$4.91B 1.61%
22,589,858
+496,961
10
$4.87B 1.6%
76,789,022
-4,959,665
11
$4.82B 1.58%
17,742,313
+148,654
12
$4.79B 1.57%
26,229,439
+1,600,721
13
$4.56B 1.49%
27,238,650
-3,040,969
14
$4.36B 1.43%
61,714,641
+512,601
15
$4.19B 1.37%
68,619,920
-2,772,720
16
$3.8B 1.25%
16,391,876
-379,618
17
$3.72B 1.22%
50,164,518
+2,433,354
18
$3.68B 1.21%
60,382,880
-5,903,060
19
$3.63B 1.19%
157,422,366
+21,458,808
20
$3.51B 1.15%
12,034,654
-825,981
21
$3.26B 1.07%
59,882,343
-2,027,471
22
$3.16B 1.04%
61,230,290
-26,456,700
23
$3.13B 1.03%
16,159,487
-40,208
24
$3.06B 1%
15,899,364
-806,448
25
$3.04B 1%
+22,895,290
1
2 3 4 5