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 3,753.54 B (2026-05-29)
Employees 1,417 (28% 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 ($T)
4.03.22.41.60.80.01999200820172027
In the News
Tue, 09 Jun 2026 KT&G: "U.S. investor Capital Research and Management Company Increases stake from 5.6% to 7.2%" — PR Newswire
Mon, 08 Jun 2026 Capital Research And Management Company Cut Its Stake In Sk Hynix To 3.53% From 5.05% - Filing — TradingView
Mon, 08 Jun 2026 Press Release: KT&G: "U.S. Investor Capital Research and Management Company Increases Stake From 5.6% to 7.2%" — Moomoo
Sector Form 13F Holdings Value ($B)
Broadcom Inc 99.0
Microsoft Corp 79.6
Nvidia Corp 74.2
Facebook Inc 52.1
Philip Morris International Inc 47.7
Amazon Com Inc 44.7
Alphabet Inc 43.1
Lilly Eli & Co 43.0
Alphabet Inc 38.0
Apple Inc 32.7
View All
Holdings by Sector ($B)
20001600120080040002011201620212027
Type Form D Funds Date Sold AUM
Other Capital Group American Balanced Fund Lux 2022-09-28 156.0 M
Other Capital Group Global Screened Allocation Fund Lux 2022-09-28 411.4 M
Other Capital Group Asian Horizon Fund Lux 2021-09-28 43.7 M
Other Capital Group EUR Balanced Growth and Income Portfolio Lux 2021-09-28 7.5 M
Other Capital Group EUR Conservative Income and Growth Portfolio Lux 2021-09-28 5.2 M
Other Capital Group EUR Conservative Income Portfolio Lux 2021-09-28 4.8 M
Other Capital Group EUR Moderate Global Growth Portfolio Lux 2021-09-28 6.6 M
Other Capital Group European Opportunities Lux 2021-09-28 44.0 M
Other Capital Group Global Total Return Bond Fund Lux 2021-09-28 100.0 M
Other Capital Group New Economy Fund Lux 2020-09-28 440.6 M
View All
AUM Breakdown Accounts AUM ($T)
By Client Type
(a) Individuals (other than high net worth individuals) 20,458 0.0
(b) Individuals (high net worth individuals) 1,696 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 146 3.5
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 66 0.2
(g) Pension and profit sharing plans 9 0.0
(h) Charitable organizations 145 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 3 0.0
(m) Corporations or other businesses not listed above 296 0.0
(n) Other 14 0.0
Total 22,833 3.8
By Discretionary
Discretionary 22,833 3.8
Non-Discretionary 0 0.0
Total 22,833 3.8
By Non-United States Persons
Non-United States Persons 0.1
United States Persons 3.7
Total 22,833 3.8
Limited Partners2011 - 2026
Alaska Division of Retirement and Benefits
San Diego County Employees Retirement Association
Form D Directors Role # Filings # Firms 2011 - 2026
See Clarification See Clarification Promoter 144 14
Hamish Forsyth Director 7 2
Sinisa Vacic Director 5 2
Laurentius Harrer Director 4 2
Mark Brett Director 4 2
Guido Caratsch Director 4 2
Stephen Gosztony Director 4 2
Luis Freitas de Oliveira Director 4 2
Robert Ronus Director 3 1
Thierry Vandeventer Director 3 1
View All
EDGAR Form CIK 2011 - 2026
13F-NT [0000017283]
3 [0000017283]
4 [0000017283]
Firm Profile (Form ADV)
Discretionary AUM$1,044.4B
Clients134 (1 non-US)
ServesInstitutional, Retail
LEIM02M7XSKLMK96MWKNF95
Form 3/4/5 Subject 2011 - 2026
Capital Group KKR US Equity plus
Capital Research & Management Co
Capital Group KKR Multi-Sector plus
Capital Group KKR Core Plus plus
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Capital Group KKR US Equity plus NONE
Class R-6 Shares
2026-02-26 Grant 1,000 $10.00 10,000
Capital Group KKR US Equity plus NONE
Class F-3 Shares
2026-02-26 Grant 9,995,000 $10.00 99,950,000
Capital Group KKR US Equity plus NONE
Class F-2 Shares
2026-02-26 Grant 1,000 $10.00 10,000
Capital Group KKR US Equity plus NONE
Class A-3 Shares
2026-02-26 Grant 1,000 $10.00 10,000
Capital Group KKR US Equity plus NONE
Class A Shares
2026-02-26 Grant 1,000 $10.00 10,000
Capital Group KKR US Equity plus NONE
Class A-2 Shares
2026-02-26 Grant 1,000 $10.00 10,000
Capital Group KKR Core Plus plus NONE
Class F-3 Shares
2025-04-24 Grant 7,486,000 $10.00 74,860,000
Capital Group KKR Core Plus plus NONE
Class F-2 Shares
2025-04-24 Grant 1,000 $10.00 10,000
Capital Group KKR Multi-Sector plus NONE
Class A-2 Shares
2025-04-24 Grant 1,000 $10.00 10,000
Capital Group KKR Core Plus plus NONE
Class A Shares
2025-04-24 Grant 1,000 $10.00 10,000
Capital Group KKR Core Plus plus NONE
Class A-2 Shares
2025-04-24 Grant 1,000 $10.00 10,000
Capital Group KKR Multi-Sector plus NONE
Class F-2 Shares
2025-04-24 Grant 1,000 $10.00 10,000
Capital Group KKR Multi-Sector plus NONE
Class F-3 Shares
2025-04-24 Grant 7,486,000 $10.00 74,860,000
Capital Group KKR Multi-Sector plus NONE
Class R-6 Shares
2025-04-24 Grant 1,000 $10.00 10,000
Capital Group KKR Multi-Sector plus NONE
Class A Shares
2025-04-24 Grant 1,000 $10.00 10,000
Capital Group KKR Core Plus plus NONE
Class R-6 Shares
2025-04-24 Grant 1,000 $10.00 10,000
Related Firms State AUM
Capital Research and Management Company
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