Capital Research and Management Company

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Assets, Funds, Holdings

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Capital Research and Management Company
CRD #110885
SEC #801-8055
CIK #0000017283
AUM $2,750.2 BB (2023-02-21)
Employees 1,391 (25% Investors, 0% Brokers)
Phone213-486-9200
Address333 S Hope Street
Los Angeles, CA 90071-1406
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($TT)
4.03.22.41.60.80.01999200720152024
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 ($BB)
1600128096064032002011201520192024
Type Form D Funds Date Sold ($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)
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 Partners2011 - 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
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