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| Capital Research and Management Company
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| CRD # | 110885 |
| SEC # | 801-8055 |
| CIK # | 0000017283 |
| AUM | $3,315.4 B (2025-01-24) |
| Employees | 1,384 (27% Investors, 0% Brokers) |
| Phone | 213-486-9200 |
| Address | 333 S Hope Street Los Angeles, CA 90071-1406 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($T) |
|---|
| CIK | Period |
|---|---|
| 0000017283 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Microsoft Corp | 109.3 | |
| Broadcom Inc | 108.8 | |
| Facebook Inc | 71.7 | |
| Nvidia Corp | 60.9 | |
| Philip Morris International Inc | 46.8 | |
| Amazon Com Inc | 43.3 | |
| Lilly Eli & Co | 37.6 | |
| Alphabet Inc | 26.5 | |
| Netflix Inc | 25.1 | |
| General Electric Co | 25.0 | |
| Royal Caribbean Cruises Ltd | 24.2 | |
| Apple Inc | 23.9 | |
| J P Morgan Chase & Co | 22.3 | |
| Vertex Pharmaceuticals Inc / Ma | 21.4 | |
| Alphabet Inc | 21.1 | |
| United Technologies Corp /DE/ | 20.5 | |
| Transdigm Group Inc | 18.7 | |
| Mastercard Inc | 18.3 | |
| VISA Inc | 17.2 | |
| Tesla Motors Inc | 16.7 | |
| Abbott Laboratories | 15.2 | |
| Starbucks Corp | 15.2 | |
| Micron Technology Inc | 13.9 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 13.6 | |
| MercadoLibre Inc | 13.6 | |
| Boeing Co | 13.1 | |
| Uber Technologies Inc | 13.0 | |
| Linde PLC | 12.7 | |
| Shopify Inc | 12.6 | |
| UnitedHealth Group Inc | 12.5 | Prev | Page 1 | Next |
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Capital Group American Balanced Fund Lux | 2022-09-28 | 156.0 | |
| Other | Capital Group Global Screened Allocation Fund Lux | 2022-09-28 | 411.4 | |
| Other | Capital Group Asian Horizon Fund Lux | 2021-09-28 | 43.7 | |
| Other | Capital Group EUR Balanced Growth and Income Portfolio Lux | 2021-09-28 | 7.5 | |
| Other | Capital Group EUR Conservative Income and Growth Portfolio Lux | 2021-09-28 | 5.2 | |
| Other | Capital Group EUR Conservative Income Portfolio Lux | 2021-09-28 | 4.8 | |
| Other | Capital Group EUR Moderate Global Growth Portfolio Lux | 2021-09-28 | 6.6 | |
| Other | Capital Group European Opportunities Lux | 2021-09-28 | 44.0 | |
| Other | Capital Group Global Total Return Bond Fund Lux | 2021-09-28 | 100.0 | |
| Other | Capital Group New Economy Fund Lux | 2020-09-28 | 440.6 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($T) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19,838 | 0.0 |
| (b) Individuals (high net worth individuals) | 1,753 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 137 | 3.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 54 | 0.1 |
| (g) Pension and profit sharing plans | 6 | 0.0 |
| (h) Charitable organizations | 150 | 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 | 311 | 0.0 |
| (n) Other | 13 | 0.0 |
| Total | 22,262 | 3.3 |
| By Discretionary | ||
| Discretionary | 22,262 | 3.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 22,262 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 3.3 | |
| Total | 22,262 | 3.3 |
| Limited Partners | 2011 - 2025 |
|---|---|
| Alaska Division of Retirement and Benefits | |
| San Diego County Employees Retirement Association |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| See Clarification See Clarification | 140 | |||
| Hamish Forsyth | 7 | |||
| Sinisa Vacic | 5 | |||
| Laurentius Harrer | 4 | |||
| Mark Brett | 4 | |||
| Guido Caratsch | 4 | |||
| Stephen Gosztony | 4 | |||
| Luis Freitas de Oliveira | 4 | |||
| Robert Ronus | 3 | |||
| Thierry Vandeventer | 3 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0000017283] | |
| 3 | [0000017283] | |
| 4 | [0000017283] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Capital Group KKR Multi-Sector (plus) | |
| Capital Research & Management Co | |
| Capital Group KKR Core Plus (plus) |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Capital Research and Management Company
✚
|
CA | 3,315.4 |
|
Capital International Inc
✚
|
CA | 46.1 |
|
Capital Group Private Markets Inc
✚
|
CA | 0.0 |
|
Capital Guardian Canada Inc
✚
|
CA | 0.0 |
|
Capital Research Company
✚
|
CA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Charles Schwab Investment Management Inc
✚
|
CA | 1,437.0 |
|
Managed Account Advisors LLC
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|
NJ | 829.7 |
|
Edward D Jones & Co LP
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|
MO | 825.0 |
|
Wells Fargo Clearing Services LLC
✚
|
MO | 606.0 |
|
Vanguard Asset Management Limited
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|
483.0 | |
|
US Bancorp Asset Management Inc
✚
|
MN | 402.8 |
|
Dodge & Cox
✚
|
CA | 400.3 |
|
NISA Investment Advisors LLC
✚
|
MO | 315.3 |
|
Vanguard Advisers Inc
✚
|
PA | 300.4 |
|
Fisher Asset Management LLC
✚
|
TX | 298.7 |