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 | |
|---|---|---|---|---|---|---|
201
Scotiabank
BNS
$110B
| $206M | 0.09% |
+4,140,364
| New | +$217M |
|
202
Arthur J. Gallagher & Co
AJG
$65.5B
| $205M | 0.09% |
+4,689,389
| New | +$203M |
|
203
America Movil
AMX
$69.7B
| $202M | 0.09% |
+9,269,268
| New | +$190M |
|
204
Toll Brothers
TOL
$13.9B
| $201M | 0.09% |
+6,150,000
| New | +$208M |
|
205
Republic Services
RSG
$65.6B
| $192M | 0.08% |
+5,667,000
| New | +$191M |
|
206
NextEra Energy
NEE
$179B
| $191M | 0.08% |
+9,400,000
| New | +$186M |
|
207
Trimble
TRMB
$13.1B
| $185M | 0.08% |
+7,120,000
| New | +$197M |
|
208
Visa
V
$671B
| $183M | 0.08% |
+4,000,000
| New | +$175M |
|
209
Palo Alto Networks
PANW
$315B
| $182M | 0.08% |
+25,958,100
| New | +$216M |
|
210
Flex
FLEX
$46B
| $180M | 0.08% |
+30,911,027
| New | +$168M |
|
211
Itron
ITRI
$4.49B
| $180M | 0.08% |
+4,236,714
| New | +$181M |
|
|
SE
212
DELISTED
Spectra Energy Corp Wi
SE
| $180M | 0.08% |
+5,213,720
| New | +$164M |
|
|
YOKU
213
DELISTED
YOUKU TUDOU INC.(CAYMAN ISLS)
YOKU
| $177M | 0.08% |
+9,247,300
| New | +$176M |
|
|
TWTC
214
DELISTED
TW TELECOM INC CL A COM
TWTC
| $174M | 0.07% |
+6,187,700
| New | +$171M |
|
215
HSBC
HSBC
$358B
| $174M | 0.07% |
+3,885,758
| New | +$182M |
|
216
Novartis
NVS
$290B
| $174M | 0.07% |
+2,742,074
| New | +$178M |
|
217
D.R. Horton
DHI
$40.8B
| $172M | 0.07% |
+8,085,000
| New | +$195M |
|
218
Domino's
DPZ
$11.7B
| $160M | 0.07% |
+2,760,000
| New | +$154M |
|
219
T-Mobile US
TMUS
$190B
| $158M | 0.07% |
+6,362,387
| New | +$136M |
|
|
DD
220
DELISTED
Du Pont De Nemours E I
DD
| $158M | 0.07% |
+3,159,000
| New | +$159M |
|
221
KBR
KBR
$4.8B
| $157M | 0.07% |
+4,840,000
| New | +$154M |
|
222
Pfizer
PFE
$150B
| $153M | 0.06% |
+5,744,300
| New | +$159M |
|
223
Telephone and Data Systems
TDS
$3.82B
| $151M | 0.06% |
+6,122,189
| New | +$138M |
|
|
SIVB
224
DELISTED
SVB Financial Group
SIVB
| $147M | 0.06% |
+1,765,219
| New | +$129M |
|
225
Cisco
CSCO
$488B
| $146M | 0.06% |
+6,000,000
| New | +$135M |
|
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.