|
⚲
|
| Capital Research and Management Company
✚
|
|
|---|---|
| CRD # | 110885 |
| SEC # | 801-8055 |
| CIK # | 0000017283 |
| AUM | $2,936.6 BB (2024-06-07) |
| Employees | 1,331 (27% Investors, 0% Brokers) |
| Phone | 213-486-9200 |
| Address | 333 S Hope Street Los Angeles, CA 90071-1406 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($TT) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 104.0 | |
| AVGO | 201.3 | 84.9 | |
| META | 434.9 | 55.4 | |
| AAPL | 2,382.8 | 35.0 | |
| LLY | 301.8 | 34.9 | |
| AMZN | 1,093.0 | 34.3 | |
| GOOG | 1,482.6 | 32.5 | |
| UNH | 477.0 | 30.1 | |
| NVDA | 399.6 | 28.0 | |
| PM | 158.8 | 27.7 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($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) | 18,046 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 123 | 2.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 49 | 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 | 129 | 0.0 |
| (n) Other | 11 | 0.0 |
| Total | 18,358 | 2.9 |
| By Discretionary | ||
| Discretionary | 18,358 | 2.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 18,358 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 18,358 | 2.9 |
| 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 | 128 | ||
| Hamish Forsyth | 7 | ||
| Sinisa Vacic | 5 | ||
| Luis Freitas de Oliveira | 4 | ||
| Mark Brett | 4 | ||
| Stephen Gosztony | 4 | ||
| Laurentius Harrer | 4 | ||
| Guido Caratsch | 4 | ||
| Pierremarie Bouvet de Maisonneuve | 3 | ||
| Paul Haaga Jr | 3 | ||
| Robert Ronus | 3 | ||
| Thierry Vandeventer | 3 | ||
| Forsyth Hamish | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0000017283] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Capital Research and Management Company
✚
|
CA | 2,936.6 |
|
Capital International Inc
✚
|
CA | 42.4 |
|
Capital Group Private Markets Inc
✚
|
CA | 0.0 |
|
Capital Guardian Canada Inc
✚
|
CA | 0.0 |
|
Capital Research Company
✚
|
CA | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Charles Schwab Investment Management Inc
✚
|
CA | 1,098.8 |
|
Edward D Jones & Co LP
✚
|
MO | 692.2 |
|
Managed Account Advisors LLC
✚
|
NJ | 691.9 |
|
Wells Fargo Clearing Services LLC
✚
|
MO | 558.5 |
|
Vanguard Asset Management Limited
✚
|
403.3 | |
|
Dodge & Cox
✚
|
CA | 363.0 |
|
Vanguard Advisers Inc
✚
|
PA | 333.1 |
|
NISA Investment Advisors LLC
✚
|
MO | 306.2 |
|
Fisher Asset Management LLC
✚
|
TX | 276.9 |
|
Lord Abbett & Co LLC
✚
|
NJ | 200.7 |