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 | |
|---|---|---|---|---|---|---|
101
Tesla
TSLA
$1.29T
| $647M | 0.27% |
+90,308,295
| New | +$453M |
|
102
Boston Scientific
BSX
$74.9B
| $642M | 0.27% |
+69,213,222
| New | +$587M |
|
103
Humana
HUM
$46.3B
| $637M | 0.27% |
+7,545,500
| New | +$596M |
|
|
HOLX
104
DELISTED
Hologic
HOLX
| $630M | 0.27% |
+32,646,245
| New | +$682M |
|
105
Emerson Electric
EMR
$91.8B
| $623M | 0.26% |
+11,425,000
| New | +$642M |
|
|
GM.PRB
106
DELISTED
GENERAL MTRS CO JR PFD CONV SER B (DE)
GM.PRB
| $580M | 0.25% |
+12,039,453
| New | +$564M |
|
107
Canadian Natural Resources
CNQ
$98.4B
| $577M | 0.25% |
+42,322,451
| New | +$606M |
|
108
Intel
INTC
$517B
| $551M | 0.23% |
+22,750,000
| New | +$537M |
|
109
Public Service Enterprise Group
PEG
$37.7B
| $550M | 0.23% |
+16,827,600
| New | +$576M |
|
110
Illinois Tool Works
ITW
$83.6B
| $546M | 0.23% |
+7,900,000
| New | +$528M |
|
111
Conagra Brands
CAG
$7.18B
| $546M | 0.23% |
+20,085,964
| New | +$543M |
|
112
Johnson & Johnson
JNJ
$629B
| $545M | 0.23% |
+6,345,000
| New | +$538M |
|
113
RTX Corp
RTX
$301B
| $510M | 0.22% |
+8,714,594
| New | +$515M |
|
114
Southern Company
SO
$106B
| $492M | 0.21% |
+11,150,000
| New | +$513M |
|
115
Prudential Financial
PRU
$42.3B
| $492M | 0.21% |
+6,735,000
| New | +$437M |
|
116
Merck
MRK
$330B
| $490M | 0.21% |
+11,059,738
| New | +$494M |
|
117
Kimberly-Clark
KMB
$36.3B
| $486M | 0.21% |
+5,215,000
| New | +$503M |
|
|
FON
118
DELISTED
SPRINT CORP FON COM
FON
| $480M | 0.2% |
+68,408,700
| New | +$480M |
|
|
YHOO
119
DELISTED
Yahoo Inc
YHOO
| $476M | 0.2% |
+18,972,798
| New | +$481M |
|
120
Textron
TXT
$15.3B
| $474M | 0.2% |
+18,177,266
| New | +$491M |
|
121
Dover
DOV
$28.1B
| $469M | 0.2% |
+9,004,752
| New | +$451M |
|
122
IBM
IBM
$221B
| $461M | 0.2% |
+2,525,819
| New | +$492M |
|
123
Duke Energy
DUK
$96.1B
| $453M | 0.19% |
+6,716,936
| New | +$475M |
|
124
Cummins
CMI
$88.5B
| $452M | 0.19% |
+4,169,000
| New | +$473M |
|
125
PACCAR
PCAR
$69.2B
| $450M | 0.19% |
+12,592,350
| New | +$434M |
|
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.