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
$321B
AUM Growth
-$84.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$945M
3
+$890M
4
RTX icon
RTX Corp
RTX
+$675M
5
VZ icon
Verizon
VZ
+$660M

Top Sells

1
+$1.81B
2
+$1.49B
3
+$1.06B
4
SCHW icon
Charles Schwab
SCHW
+$1.02B
5
AVGO icon
Broadcom
AVGO
+$965M

Sector Composition

1 Technology 19.65%
2 Healthcare 16.3%
3 Consumer Discretionary 11.31%
4 Industrials 10.89%
5 Financials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.7B 6.75%
84,336,514
-2,087,437
2
$10.7B 3.32%
100,280,938
-3,994,602
3
$9.87B 3.08%
19,223,417
-50,274
4
$9.8B 3.05%
201,817,800
-19,872,490
5
$8.7B 2.71%
80,097,328
-580,262
6
$7.2B 2.24%
74,865,457
+7,024,022
7
$6.56B 2.04%
66,387,859
+516,272
8
$6.17B 1.92%
56,612,300
-2,419,960
9
$5.67B 1.77%
215,378,000
-20,837,626
10
$5.53B 1.72%
50,588,780
-1,444,660
11
$5.52B 1.72%
139,070,009
+15,278,271
12
$5.31B 1.65%
135,333,117
-19,955,808
13
$5.01B 1.56%
31,073,962
+1,164,417
14
$4.94B 1.54%
36,142,141
-2,761,770
15
$4.75B 1.48%
8,744,534
+55,023
16
$4.03B 1.25%
26,296,217
+9,216,006
17
$3.96B 1.23%
13,757,271
+61,941
18
$3.86B 1.2%
12,233,446
-1,847,168
19
$3.59B 1.12%
32,462,233
+3,895,704
20
$3.46B 1.08%
55,975,980
+24,601
21
$3.43B 1.07%
14,095,336
-4,336,215
22
$3.16B 0.98%
109,506,960
+14,726,117
23
$2.79B 0.87%
78,121,594
-795,048
24
$2.74B 0.85%
86,273,952
+5,046,781
25
$2.73B 0.85%
41,584,855
-9,517,812
1
2 3 4 5