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
$304B
AUM Growth
-$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$1.58B
2
+$1.33B
3
+$717M
4
LLY icon
Eli Lilly
LLY
+$598M
5
AMZN icon
Amazon
AMZN
+$539M

Top Sells

1
+$1.07B
2
+$994M
3
+$796M
4
CMCSA icon
Comcast
CMCSA
+$585M
5
LIN icon
Linde
LIN
+$514M

Sector Composition

1 Technology 20.28%
2 Healthcare 16.91%
3 Consumer Discretionary 13.72%
4 Industrials 10.84%
5 Financials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.4B 6.36%
83,139,067
-1,197,447
2
$11.9B 3.9%
105,050,354
+4,769,416
3
$9.44B 3.1%
18,696,461
-526,956
4
$9.42B 3.09%
212,064,270
+10,246,470
5
$7.63B 2.51%
78,806,814
-1,290,514
6
$6.37B 2.09%
77,791,005
+2,925,548
7
$5.64B 1.85%
146,174,068
+7,104,059
8
$5.31B 1.75%
38,455,782
+2,313,641
9
$5.24B 1.72%
63,076,628
-3,311,231
10
$5.01B 1.65%
52,362,543
-4,249,757
11
$4.86B 1.6%
36,193,102
+9,896,885
12
$4.7B 1.55%
48,922,613
-1,666,167
13
$4.44B 1.46%
8,756,792
+12,258
14
$4.09B 1.34%
30,152,317
-921,645
15
$3.95B 1.3%
169,618,614
-45,759,386
16
$3.64B 1.19%
12,784,498
+551,052
17
$3.61B 1.19%
15,343,400
+466,778
18
$3.38B 1.11%
115,377,131
-19,955,986
19
$3.32B 1.09%
53,875,470
-2,100,510
20
$3.19B 1.05%
11,849,868
-1,907,403
21
$2.93B 0.96%
82,377,349
+4,255,755
22
$2.84B 0.93%
12,605,265
-1,490,071
23
$2.68B 0.88%
3,241,958
+211,478
24
$2.63B 0.87%
23,563,013
-8,899,220
25
$2.6B 0.85%
124,023,259
+14,516,299
1
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