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| Capital Research Company
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|---|---|
| CRD # | 110684 |
| SEC # | 801-54942 |
| CIK # | 0000017283 |
| AUM | |
| Employees | 136 (87% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 213-486-9200 |
| Address | 333 South Hope St Los Angeles, CA 90071-1447 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($) |
|---|
| CIK | Period |
|---|---|
| 0000017283 |
| Sector | Form 13F Holdings | Value ($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 | |
| Vertex Pharmaceuticals Inc / Ma | 23.3 | |
| Royal Caribbean Cruises Ltd | 20.5 | |
| General Electric Co | 19.9 | |
| Starbucks Corp | 19.8 | |
| Tesla Motors Inc | 19.8 | |
| Micron Technology Inc | 18.8 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 18.4 | |
| Canadian Natural Resources Ltd | 18.2 | |
| United Technologies Corp /DE/ | 16.9 | |
| Visa Inc | 16.9 | |
| J P Morgan Chase & Co | 16.5 | |
| Netflix Inc | 16.5 | |
| Transdigm Group Inc | 15.5 | |
| Amgen Inc | 15.4 | |
| UnitedHealth Group Inc | 14.7 | |
| Mastercard Inc | 14.5 | |
| Astrazeneca PLC | 13.8 | |
| AbbVie Inc | 13.5 | |
| KLA Tencor Corp | 11.7 | |
| MercadoLibre Inc | 11.7 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 0 | 0.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 0 | 0.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.0 | |
| Total | 0 | 0.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0000017283] | |
| 3 | [0000017283] | |
| 4 | [0000017283] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Capital Group KKR US Equity plus | |
| Capital Research & Management Co | |
| Capital Group KKR Multi-Sector plus | |
| Capital Group KKR Core Plus plus |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
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 |
|---|---|---|
|
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✚
|
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