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
$430B
AUM Growth
+$20.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$1.7B
2
+$975M
3
+$654M
4
RACE icon
Ferrari
RACE
+$604M
5
MELI icon
Mercado Libre
MELI
+$598M

Top Sells

1
+$1.38B
2
+$1.28B
3
+$1.03B
4
EOG icon
EOG Resources
EOG
+$913M
5
AMGN icon
Amgen
AMGN
+$806M

Sector Composition

1 Technology 19.95%
2 Healthcare 14.72%
3 Communication Services 14.69%
4 Consumer Discretionary 13.44%
5 Financials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.6B 5.97%
94,576,657
-4,710,283
2
$15.6B 3.64%
29,577,402
+1,041,713
3
$13.7B 3.18%
39,342,809
+1,537,808
4
$12.8B 2.99%
269,392,940
-28,885,870
5
$12.8B 2.99%
74,644,200
+623,680
6
$9.95B 2.32%
85,820,805
+29,539
7
$9.36B 2.18%
76,626,060
-3,377,960
8
$8.03B 1.87%
116,671,555
-5,934,783
9
$7.9B 1.84%
63,012,680
-263,020
10
$7.74B 1.8%
135,689,386
+872,989
11
$7.26B 1.69%
18,135,479
-915,290
12
$7.14B 1.66%
29,310,617
-3,307,947
13
$6.57B 1.53%
42,261,955
-3,137,118
14
$6.46B 1.51%
17,707,358
-1,723,851
15
$6.1B 1.42%
267,625,033
-2,264,910
16
$5.82B 1.36%
3,737,839
+383,791
17
$5.7B 1.33%
96,413,397
-4,886,197
18
$5.63B 1.31%
56,757,970
-6,642,979
19
$5.09B 1.18%
15,955,458
-1,070,874
20
$5.03B 1.17%
60,327,868
-10,941,541
21
$4.58B 1.07%
257,791,588
-31,729,545
22
$4.57B 1.06%
9,060,495
+205,674
23
$4.55B 1.06%
141,935,973
-9,854,844
24
$4.12B 0.96%
48,341,308
-1,447,070
25
$3.83B 0.89%
13,233,033
-942,423
1
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