Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $533B
1-Year Est. Return 30.79%
 

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
+30.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$460B
AUM Growth
-$26.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1 +$4.12B
2 +$3.51B
3 +$2.92B
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.99B
5
UNH icon
UnitedHealth
UNH
+$1.5B

Top Sells

1 +$5.28B
2 +$2.8B
3 +$1.6B
4
META icon
Meta Platforms (Facebook)
META
+$1.49B
5
PNC icon
PNC Financial Services
PNC
+$1.34B

Sector Composition

1 Technology 23.87%
2 Healthcare 17.77%
3 Consumer Discretionary 12.84%
4 Industrials 11.65%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$28.1B 6.11%
74,882,641
-298,163
2
$19.8B 4.3%
34,326,729
-2,580,399
3
$16.3B 3.55%
85,888,131
-2,946,162
4
$15B 3.26%
89,465,785
-209,076
5
$13B 2.83%
15,747,463
+4,989,952
6
$10.9B 2.37%
20,827,122
+2,860,632
7
$10.8B 2.34%
48,435,812
-23,748,072
8
$10.4B 2.27%
96,252,267
+32,380,763
9
$10.3B 2.24%
77,811,256
+2,058,161
10
$8.75B 1.9%
120,027,271
+1,895,590
11
$8.34B 1.81%
53,920,185
-18,112,901
12
$7.13B 1.55%
44,890,733
-5,955,282
13
$7.05B 1.53%
14,536,344
+4,107,393
14
$7.02B 1.53%
33,508,014
-475,693
15
$6.82B 1.48%
39,985,751
+1,318,697
16
$6.8B 1.48%
33,966,218
-8,004,055
17
$6.73B 1.46%
50,734,446
-3,362,559
18
$6.12B 1.33%
54,610,370
-3,335,858
19
$5.66B 1.23%
36,223,126
-2,925,374
20
$5.6B 1.22%
10,222,012
-20,808
21
$5.58B 1.21%
20,783,012
-3,333,623
22
$5.25B 1.14%
21,395,315
-1,445,718
23
$5.1B 1.11%
80,374,219
+4,874,714
24
$4.79B 1.04%
23,330,212
-4,903,316
25
$4.39B 0.95%
11,972,566
-483,016