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 $2,936.6 BB (2024-06-07)
Employees 1,331 (27% Investors, 0% Brokers)
Phone213-486-9200
Address333 S Hope Street
Los Angeles, CA 90071-1406
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($TT)
4.03.22.41.60.80.02001200920172025
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 ($BB)
1600128096064032002013201720212025
Type Form D Funds Date Sold ($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 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 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
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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
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Fisher Asset Management LLC
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Lord Abbett & Co LLC
NJ 200.7
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