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
$373B
AUM Growth
+$22.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$1.94B
2
+$1.94B
3
+$1.84B
4
CE icon
Celanese
CE
+$1.15B
5
COF icon
Capital One
COF
+$875M

Top Sells

1
+$2.3B
2
+$1.7B
3
+$1.4B
4
GE icon
GE Aerospace
GE
+$1.29B
5
MU icon
Micron Technology
MU
+$1.22B

Sector Composition

1 Technology 24.18%
2 Healthcare 15.85%
3 Consumer Discretionary 13.35%
4 Industrials 11.99%
5 Communication Services 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25B 6.7%
73,434,222
-1,679,937
2
$16.7B 4.46%
192,059,840
-19,617,280
3
$12.8B 3.43%
98,110,530
+3,961,390
4
$10.2B 2.72%
115,978,136
-14,729,944
5
$8.42B 2.26%
77,225,258
+820,369
6
$7.7B 2.06%
17,479,045
-1,414,996
7
$6.92B 1.86%
14,404,015
-471,482
8
$6.52B 1.75%
66,527,766
-7,134,057
9
$6.25B 1.67%
21,770,552
-8,002,955
10
$5.93B 1.59%
49,565,614
+6,768,837
11
$5.72B 1.53%
14,535,201
-1,440,247
12
$5.18B 1.39%
184,357,954
-23,181,402
13
$5.03B 1.35%
51,558,741
+2,430,519
14
$4.59B 1.23%
12,033,505
-48,289
15
$4.46B 1.2%
57,899,669
-378,438
16
$4.43B 1.19%
22,818,941
-232,291
17
$4.38B 1.18%
32,545,522
-3,168,845
18
$4.38B 1.17%
14,354,003
-1,672,417
19
$4.13B 1.11%
83,180,216
+6,104,447
20
$4.08B 1.09%
98,244,335
-20,965,438
21
$4.08B 1.09%
33,702,567
+1,252,261
22
$4.03B 1.08%
49,569,789
+6,126,007
23
$3.99B 1.07%
12,835,689
+2,388,281
24
$3.88B 1.04%
33,923,655
+3,348,650
25
$3.58B 0.96%
84,719,560
-4,548,020
1
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