Capital Research Global Investors Portfolio holdings
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Philip Morris
PM
|
+$9.53B |
| 2 |
Gilead Sciences
GILD
|
+$8.17B |
| 3 |
Microsoft
MSFT
|
+$7.02B |
| 4 |
Amgen
AMGN
|
+$6.96B |
| 5 |
Altria Group
MO
|
+$5.42B |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 18.95% |
| 2 | Technology | 12.52% |
| 3 | Communication Services | 11.55% |
| 4 | Industrials | 10.7% |
| 5 | Consumer Staples | 9.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
RDS.B
226
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $145M | 0.06% |
+2,181,274
| New | +$149M |
|
227
Freeport-McMoran
FCX
$96.9B
| $144M | 0.06% |
+5,200,000
| New | +$159M |
|
228
3M
MMM
$94.8B
| $143M | 0.06% |
+1,566,760
| New | +$142M |
|
|
GEVA
229
DELISTED
SYNAGEVA BIOPHARMA CORP COM STK (DE)
GEVA
| $140M | 0.06% |
+3,321,802
| New | +$151M |
|
230
eBay
EBAY
$45.5B
| $134M | 0.06% |
+6,177,600
| New | +$140M |
|
231
Transocean
RIG
$6.37B
| $132M | 0.06% |
+2,760,000
| New | +$141M |
|
232
Cognizant
CTSH
$26.2B
| $132M | 0.06% |
+4,210,000
| New | +$140M |
|
|
BRCM
233
DELISTED
BROADCOM CORP CL-A
BRCM
| $131M | 0.06% |
+3,890,000
| New | +$135M |
|
234
ITT
ITT
$19.4B
| $129M | 0.05% |
+4,380,921
| New | +$126M |
|
|
CJES
235
DELISTED
C&J ENERGY SVCS LTD
CJES
| $127M | 0.05% |
+6,540,532
| New | +$126M |
|
|
MRSH
236
Marsh
MRSH
$90.1B
| $120M | 0.05% |
+3,000,000
| New | +$117M |
|
237
Truist Financial
TFC
$64.3B
| $119M | 0.05% |
+3,500,000
| New | +$112M |
|
238
Jacobs Solutions
J
$17B
| $119M | 0.05% |
+2,599,406
| New | +$115M |
|
|
ABV
239
DELISTED
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
| $118M | 0.05% |
+3,166,600
| New | +$125M |
|
240
SBA Communications
SBAC
$19.4B
| $116M | 0.05% |
+1,565,000
| New | +$119M |
|
|
SCHW
241
Charles Schwab
SCHW
$189B
| $115M | 0.05% |
+5,420,572
| New | +$100M |
|
242
Texas Roadhouse
TXRH
$14.1B
| $115M | 0.05% |
+4,587,200
| New | +$105M |
|
|
BSMX
243
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
| $115M | 0.05% |
+8,067,506
| New | +$126M |
|
244
Meta Platforms (Facebook)
META
$1.47T
| $112M | 0.05% |
+4,500,000
| New | +$115M |
|
245
John Wiley & Sons Class A
WLY
$2.53B
| $110M | 0.05% |
+2,741,983
| New | +$106M |
|
|
X
246
DELISTED
US Steel
X
| $108M | 0.05% |
+6,142,200
| New | +$109M |
|
247
CEMIG Preferred Shares
CIG
$5.61B
| $107M | 0.05% |
+30,699,059
| New | +$124M |
|
248
Assured Guaranty
AGO
$3.29B
| $105M | 0.04% |
+4,775,000
| New | +$104M |
|
249
Landstar System
LSTR
$6.31B
| $105M | 0.04% |
+2,041,000
| New | +$110M |
|
250
Insulet
PODD
$10.1B
| $103M | 0.04% |
+3,269,076
| New | +$92.6M |
|
Similar funds
Capital Research Global Investors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Capital Research Global Investors, which disclosed 433 positions worth $235B. Its ten largest holdings account for 25% of the portfolio.
Its largest position is Philip Morris: 102,547,012 shares worth $8.88B.
By sector, the portfolio is most concentrated in Healthcare at 19% of assets, followed by Technology and Communication Services.
- Capital Research Global Investors's largest Q2 2013 buy was Philip Morris: 102,547,012 shares worth $8.88B.
- Capital Research Global Investors's ten largest holdings make up 25% of its $235B portfolio in Q2 2013.
- Capital Research Global Investors disclosed 433 positions in Q2 2013, its first 13F filing on record.
Based on Capital Research Global Investors's 13F filing for Q2 2013, filed 14 Aug 2013.