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
$331B
AUM Growth
+$26.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$1.54B
2
+$1.12B
3
+$967M
4
NFLX icon
Netflix
NFLX
+$943M
5
GE icon
GE Aerospace
GE
+$924M

Top Sells

1
+$1.58B
2
+$1.54B
3
+$1.47B
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.43B
5
MSFT icon
Microsoft
MSFT
+$1.22B

Sector Composition

1 Technology 18.98%
2 Healthcare 17.33%
3 Industrials 12.85%
4 Consumer Discretionary 11.86%
5 Financials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.7B 5.66%
78,060,883
-5,078,184
2
$12.2B 3.68%
217,969,530
+5,905,260
3
$9.18B 2.77%
17,305,522
-1,390,939
4
$8.55B 2.59%
163,869,020
+17,694,952
5
$8.43B 2.55%
76,785,362
-2,021,452
6
$8.15B 2.46%
80,724,763
+2,933,758
7
$7.35B 2.22%
87,556,843
-17,493,511
8
$5.93B 1.79%
36,711,789
+518,687
9
$5.56B 1.68%
54,956,724
-8,119,904
10
$5.47B 1.65%
18,542,172
+3,198,772
11
$5.38B 1.62%
193,601,374
+23,982,760
12
$4.8B 1.45%
13,808,053
+1,023,555
13
$4.69B 1.42%
54,602,952
+727,482
14
$4.24B 1.28%
121,166,746
+5,789,615
15
$3.94B 1.19%
7,158,266
-1,598,526
16
$3.87B 1.17%
11,855,099
+5,231
17
$3.83B 1.16%
31,837,160
+1,684,843
18
$3.45B 1.04%
26,583,603
-11,872,179
19
$3.44B 1.04%
14,076,626
+1,443,660
20
$3.44B 1.04%
116,385,242
-7,638,017
21
$3.25B 0.98%
200,022,503
-506,171
22
$3.24B 0.98%
24,994,183
+1,431,170
23
$3.24B 0.98%
64,749,634
+17,279,374
24
$3.22B 0.97%
78,167,940
-4,209,409
25
$3.13B 0.95%
11,917,565
-687,700
1
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