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 | |
|---|---|---|---|---|---|---|
176
BP
BP
$111B
| $244M | 0.1% |
+7,136,717
| New | +$248M |
|
177
Rockwell Automation
ROK
$50.1B
| $243M | 0.1% |
+2,924,000
| New | +$253M |
|
|
ONIT
178
Onity Group
ONIT
$321M
| $243M | 0.1% |
+393,025
| New | +$237M |
|
|
MWV
179
DELISTED
MEADWESTVACO CORP
MWV
| $237M | 0.1% |
+6,935,444
| New | +$244M |
|
180
Hasbro
HAS
$13.4B
| $235M | 0.1% |
+5,233,508
| New | +$238M |
|
181
DTE Energy
DTE
$28.9B
| $235M | 0.1% |
+4,112,500
| New | +$242M |
|
182
Sun Life Financial
SLF
$44.4B
| $234M | 0.1% |
+7,914,700
| New | +$225M |
|
183
CME Group
CME
$94.3B
| $228M | 0.1% |
+3,000,000
| New | +$197M |
|
|
NBIS
184
Nebius Group N.V.
NBIS
$65.8B
| $226M | 0.1% |
+8,165,000
| New | +$207M |
|
185
BorgWarner
BWA
$14B
| $225M | 0.1% |
+5,928,152
| New | +$208M |
|
186
Vodafone
VOD
$37.2B
| $224M | 0.1% |
+7,661,610
| New | +$229M |
|
187
FedEx
FDX
$77.3B
| $224M | 0.1% |
+2,276,401
| New | +$221M |
|
|
MJN
188
DELISTED
Mead Johnson Nutrition Company
MJN
| $221M | 0.09% |
+2,785,568
| New | +$223M |
|
189
Old Republic International
ORI
$10.3B
| $218M | 0.09% |
+16,976,306
| New | +$225M |
|
190
Air Products & Chemicals
APD
$67.7B
| $216M | 0.09% |
+2,551,160
| New | +$214M |
|
191
Progressive
PGR
$121B
| $216M | 0.09% |
+8,500,000
| New | +$215M |
|
192
Procter & Gamble
PG
$335B
| $216M | 0.09% |
+2,802,449
| New | +$220M |
|
193
Weyerhaeuser
WY
$17.8B
| $216M | 0.09% |
+7,566,548
| New | +$229M |
|
194
PNC Financial Services
PNC
$102B
| $215M | 0.09% |
+2,955,000
| New | +$205M |
|
|
PPO
195
DELISTED
POLYPORE INTERNATIONAL, INC
PPO
| $214M | 0.09% |
+5,308,000
| New | +$212M |
|
196
Norfolk Southern
NSC
$75.3B
| $213M | 0.09% |
+2,928,487
| New | +$224M |
|
197
Kohl's
KSS
$2.19B
| $212M | 0.09% |
+4,189,000
| New | +$207M |
|
198
Arch Capital
ACGL
$33.2B
| $211M | 0.09% |
+12,300,000
| New | +$214M |
|
|
ATHN
199
DELISTED
Athenahealth, Inc.
ATHN
| $210M | 0.09% |
+2,478,099
| New | +$222M |
|
200
Moog Inc Class A
MOG.A
$13.6B
| $210M | 0.09% |
+4,068,435
| New | +$196M |
|
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.