Important Information

THIS WEBSITE IS INTENDED FOR INSTITUTIONAL INVESTORS who are U.S. residents ONLY; not intended for access or distribution to retail investors.

 

In order to access the Capital Group U.S. Institutional website (the “Site”), please read the following information and affirm by clicking the accept button that you have read and understand the information provided.

 

You must attest that you meet the qualifications of an institutional investor as described herein and accept these Terms and Conditions in order to access the Site. Some content may require additional registration for access.

 

The Site is solely intended for U.S. residents who are institutional investors or are acting on behalf of an institutional investor who has agreed to these Terms and Conditions. Institutional investors include, but are not limited to any person acting on behalf of/any pension fund, financial intermediary, consultant, endowment and foundation, bank, savings and loan association, insurance company, investment company registered under the Investment Company Act of 1940, investment adviser registered with the U.S. Securities and Exchange Commission or under applicable state law, government entity, entity with total assets of at least $50 million, employee benefit or qualified retirement plan with at least 100 participants, defined contribution/benefit plan, and qualified client or purchaser as defined by the U.S. Securities and Exchange Commission. By agreeing to these Terms and Conditions you are affirming your understanding that the Site is not intended for retail investors, individual plan participants or others who may not possess the financial sophistication to independently understand the content nor should it be redistributed to such persons.

 

You understand that the Site does not constitute advice of any nature, including fiduciary investment advice by Capital Group or its associates.

 

The reference to “Capital Group” used herein includes The Capital Group Companies, Inc., and its affiliates.

Fourth quarter 2025 Quarterly client resources
from Capital Group

Navigate markets with confidence

  1. Attribution & Commentary
  2. Plan Resources
  3. Articles & Insights
  4. Quarterly Updates

Monitor your plan's investments

Read the latest quarterly attribution reports and commentary

Access reports

Plan resources

Insights to help you manage your plan

PRO

Plan design

Three success metrics for your DC plan

PRO

Participant education

Help plan participants balance risk and reward

PRO

Fiduciary Responsibility

Address the problem of missing participants

VIEW ALL RESOURCES

Articles & Insights

Explore market trends and thought leadership

PRO

2026 Investment Outlook

PRO

5 core bond themes for 2026: Defense now, offense later

PRO

Emerging markets 2026: Can the rally keep rolling?

VIEW ALL INSIGHTS

Capital Group quarterly updates

ICanRetire® tops 1 million participants

 

ICanRetire® is a digital participant engagement program designed to make retirement planning more approachable by using customized action plans and interactive tools.

 

Capital Cares

 

 

CG associates gave nearly $61 million to more than 7,500 nonprofit organizations in the 12 months ended in June, surpassing our previous record of $50 million. They also donated over 140,000 volunteer hours.

Capital Group assets under management (AUM)

 

We ended the quarter with $3.2 trillion in AUM, up 13% year-over-year.

 

 

 

 

By the numbers

WHO WE ARE

Founded in 1931 and investing for institutions since 1968, we manage more than $3 trillion, including more than $1 trillion in institutional retirement assets

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Data as of December 31, 2025 unless otherwise noted.

1As of December 31, 2024


2Calendar year ending December 31, 2024

3Fiscal year ending June 30, 2025


Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only.
Capital Client Group, Inc.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.