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Capital Research and Management Company
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CRD # | 110885 |
SEC # | 801-8055 |
CIK # | 0000017283 |
AUM | $2,750.2 BB (2023-02-21) |
Employees | 1,391 (25% Investors, 0% Brokers) |
Phone | 213-486-9200 |
Address | 333 S Hope Street Los Angeles, CA 90071-1406 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($TT) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
MSFT | 1,918.2 | 71.9 | |
AVGO | 201.3 | 49.0 | |
UNH | 477.0 | 28.0 | |
PM | 158.8 | 26.0 | |
GOOG | 1,482.6 | 17.8 | |
HD | 277.6 | 15.5 | |
AMZN | 1,093.0 | 15.4 | |
GE | 72.5 | 15.2 | |
CMCSA | 175.3 | 15.1 | |
NFLX | 79.8 | 14.8 | |
View All |
Holdings by Sector ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | Capital Group American Balanced Fund Lux | 2022-09-28 | 156.0 | |
Other | Capital Group Global Screened Allocation Fund Lux | 2022-09-28 | 411.4 | |
Other | Capital Group Asian Horizon Fund Lux | 2021-09-28 | 43.7 | |
Other | Capital Group EUR Balanced Growth and Income Portfolio Lux | 2021-09-28 | 7.5 | |
Other | Capital Group EUR Conservative Income and Growth Portfolio Lux | 2021-09-28 | 5.2 | |
Other | Capital Group EUR Conservative Income Portfolio Lux | 2021-09-28 | 4.8 | |
Other | Capital Group EUR Moderate Global Growth Portfolio Lux | 2021-09-28 | 6.6 | |
Other | Capital Group European Opportunities Lux | 2021-09-28 | 44.0 | |
Other | Capital Group Global Total Return Bond Fund Lux | 2021-09-28 | 100.0 | |
Other | Capital Group New Economy Fund Lux | 2020-09-28 | 440.6 | |
View All |
AUM Breakdown | Accounts | AUM ($TT) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 16,590 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 117 | 2.7 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 45 | 0.1 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 111 | 0.0 |
(n) Other | 13 | 0.0 |
Total | 16,876 | 2.8 |
By Discretionary | ||
Discretionary | 16,876 | 2.8 |
Non-Discretionary | 0 | 0.0 |
Total | 16,876 | 2.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 2.7 | |
Total | 16,876 | 2.8 |
Limited Partners | 2011 - 2024 |
---|---|
Alaska Division of Retirement and Benefits | |
San Diego County Employees Retirement Association |
Form D Directors | # Filings | # Firms | 2011 - 2024 | |
---|---|---|---|---|
See Clarification See Clarification | 118 | |||
Hamish Forsyth | 7 | |||
Sinisa Vacic | 5 | |||
Mark Brett | 4 | |||
Luis Freitas de Oliveira | 4 | |||
Stephen Gosztony | 4 | |||
Laurentius Harrer | 4 | |||
Guido Caratsch | 4 | |||
Thierry Vandeventer | 3 | |||
Paul Haaga Jr | 3 | |||
View All |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-NT | [0000017283] |
Related Firms | State | AUM ($BB) |
---|---|---|
Capital Research and Management Company
✚
|
CA | 2,750.2 |
Capital International Inc
✚
|
CA | 46.2 |
American Funds Distributors Inc
✚
|
CA | 0.0 |
Capital Group Private Markets Inc
✚
|
CA | 0.0 |
Capital Guardian Canada Inc
✚
|
CA | 0.0 |
Capital Research Company
✚
|
CA | 0.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Merrill Lynch Pierce Fenner & Smith Incorporated
✚
|
NY | 1,093.7 |
Charles Schwab Investment Management Inc
✚
|
CA | 782.6 |
Edward D Jones & Co LP
✚
|
MO | 593.1 |
Managed Account Advisors LLC
✚
|
NJ | 576.3 |
Wells Fargo Clearing Services LLC
✚
|
MO | 524.9 |
Dodge & Cox
✚
|
CA | 322.9 |
Vanguard Advisers Inc
✚
|
PA | 299.2 |
Lord Abbett & Co LLC
✚
|
NJ | 211.2 |
John Hancock Investment Management LLC
✚
|
MA | 181.8 |
Fisher Asset Management LLC
✚
|
TX | 173.4 |