Capital Group Private Client Services, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Capital Group Private Client Services, Inc. reported 265 stock positions worth $10.5 billion. Its top holding was Cap Group Growth Equity (CGGR) at 6.4% of the portfolio, followed by Cap Group Global Growth (CGGO, 4.3%) and Broadcom (AVGO, 4.1%). Compared with Q2 2024, it opened 13 new positions, sold out of 12, added to 61 and reduced 173. The biggest buy was Cap Group Growth Equity (CGGR, shares +13%) and the biggest sale Alphabet Class C (GOOG, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Los Angeles, CA
- CIK
- 0001857666
- Portfolio Value
- $10.5B (Q3 2024)
- SEC Filing
- 0000017283-24-000025 ↗ filed Nov 13, 2024
Holdings Value
Holdings 265 stocks · $10.5B
| CGGR Cap Group Growth Equity | 6.42% | 19,380,711 | $674.3M | Add +13.3% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 4.33% | 15,058,418 | $454.0M | Add +9.6% |
| AVGO Broadcom Inc. | 4.13% | 2,516,133 | $434.0M | Reduce -12.7% |
| MSFT Microsoft Corp. | 4.03% | 983,191 | $423.1M | Reduce -2.6% |
| GOOG Alphabet Inc. Class C | 3.18% | 1,996,768 | $333.8M | Reduce -2.0% |
| AAPL Apple Inc. | 2.56% | 1,152,243 | $268.5M | Reduce -2.2% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 2.37% | 6,827,181 | $248.8M | Add +4.0% |
| GOOGL Alphabet Inc. Class A | 2.07% | 1,309,519 | $217.2M | Reduce -1.7% |
| V Visa Inc. Class A | 1.89% | 723,062 | $198.8M | Reduce -2.5% |
| MRSH Marsh & McLennan Cos | 1.67% | 785,288 | $175.2M | Reduce -2.4% |
| ABT Abbott Laboratories | 1.50% | 1,382,374 | $157.6M | Reduce -2.2% |
| JPM JPMorgan Chase & Co. | 1.49% | 743,883 | $156.9M | Reduce -3.4% |
| UNH Unitedhealth Group Inc. | 1.46% | 262,671 | $153.6M | Add +6.7% |
| META Meta Platforms Inc. Class A | 1.36% | 250,254 | $143.3M | Reduce -2.0% |
| TSM Taiwan Semiconductor-SP ADR | 1.36% | 819,402 | $142.3M | Reduce -4.4% |
| KLAC KLA Corp. | 1.34% | 181,694 | $140.7M | Reduce -6.3% |
| AMZN Amazon.com Inc. | 1.31% | 737,139 | $137.4M | Reduce -2.0% |
| CEG Constellation Energy | 1.27% | 513,088 | $133.4M | Add +17.6% |
| PM Philip Morris International | 1.24% | 1,071,261 | $130.1M | Reduce -1.4% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 1.23% | 3,758,100 | $128.8M | Add +3.9% |
| LIN Linde PLC | 1.22% | 268,025 | $127.8M | Reduce -2.6% |
| HLT Hilton Worldwide Holdings Inc. | 1.20% | 546,501 | $126.0M | Reduce -3.8% |
| REGN Regeneron Pharmaceuticals | 1.11% | 110,895 | $116.6M | Add +10.6% |
| NOC Northrop Grumman Corp. | 1.05% | 208,507 | $110.1M | Reduce -3.0% |
| DHR Danaher Corp. | 0.99% | 375,598 | $104.4M | Reduce -2.4% |
| GE General Electric filed as GE AEROSPACE | 0.91% | 509,229 | $96.0M | Reduce -2.8% |
| NOW ServiceNow Inc. | 0.90% | 105,977 | $94.8M | Reduce -8.6% |
| ABBV Abbvie Inc. | 0.90% | 476,057 | $94.0M | Reduce -4.3% |
| FDX FedEx Corp. | 0.86% | 331,709 | $90.8M | Reduce -2.3% |
| TDG Transdigm Group Inc. | 0.86% | 63,590 | $90.8M | Reduce -2.8% |
| WCN Waste Connections Inc. | 0.82% | 481,440 | $86.1M | Reduce -2.8% |
| IR Ingersoll-Rand Inc. | 0.81% | 862,457 | $84.7M | Add +14.0% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.81% | 3,137,682 | $84.6M | Add +4.3% |
| ACN Accenture PLC Class A | 0.80% | 237,608 | $84.0M | Add +19.8% |
| RCL Royal Caribbean Cruises Ltd. | 0.77% | 454,485 | $80.6M | Reduce -3.5% |
| LLY Eli Lilly & Co. | 0.76% | 89,868 | $79.6M | Reduce -3.1% |
| MELI MercadoLibre Inc. | 0.75% | 38,505 | $79.0M | Reduce -5.8% |
| CARR Carrier Global Corp. | 0.72% | 945,172 | $76.1M | Add +3.9% |
| AME Ametek Inc. | 0.72% | 442,958 | $76.1M | Reduce -3.5% |
| TRP TC Energy Corp. | 0.68% | 1,491,019 | $70.9M | Reduce -3.7% |
| AON Aon PLC Class A | 0.66% | 201,667 | $69.8M | Reduce -16.3% |
| GEV GE Vernova Inc. | 0.66% | 271,314 | $69.2M | Add +580.7% |
| RTX RTX Corp. | 0.65% | 564,467 | $68.4M | Reduce -2.6% |
| CRM Salesforce Inc. | 0.64% | 246,374 | $67.4M | Reduce -3.4% |
| CMCSA Comcast Corp. Class A | 0.63% | 1,585,085 | $66.2M | Reduce -1.8% |
| COP Conocophillips | 0.62% | 621,361 | $65.4M | Reduce -1.9% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.57% | 213,329 | $60.0M | Reduce -3.5% |
| TSCO Tractor Supply Company | 0.56% | 202,882 | $59.0M | Reduce -2.5% |
| MA Mastercard Inc. Class A | 0.56% | 118,411 | $58.5M | Reduce -3.5% |
| CMG Chipotle Mexican Grill Inc. | 0.55% | 1,003,552 | $57.8M | Reduce -3.0% |
| PNC PNC Financial Services Group | 0.54% | 305,716 | $56.5M | Reduce -23.1% |
| CGSD Cap Group Short Duration | 0.54% | 2,175,045 | $56.4M | Add +1.0% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.50% | 1,724,016 | $53.0M | Add +7.7% |
| SPGI S&P Global Inc. | 0.50% | 100,888 | $52.1M | Reduce -2.3% |
| ADI Analog Devices Inc. | 0.49% | 225,291 | $51.9M | Reduce -3.4% |
| AXON Axon Enterprise Inc. | 0.49% | 129,339 | $51.7M | Reduce -7.2% |
| CHTR Charter Communications Inc. Class A | 0.47% | 151,524 | $49.1M | Reduce -2.2% |
| EIX Edison International | 0.47% | 561,379 | $48.9M | Reduce -4.3% |
| STZ Constellation Brands Inc. Class A | 0.46% | 187,690 | $48.4M | Reduce -2.6% |
| SRE Sempra | 0.46% | 573,489 | $48.0M | Reduce -2.0% |
| VOO Vanguard S&P 500 ETF | 0.43% | 86,271 | $45.5M | Add +2.7% |
| CNP Centerpoint Energy Inc. | 0.42% | 1,513,754 | $44.5M | Reduce -20.9% |
| MSCI MSCI Inc. | 0.42% | 75,622 | $44.1M | Reduce -23.1% |
| EA Electronic Arts Inc. | 0.41% | 298,719 | $42.8M | Reduce -1.5% |
| STT State Street Corp. | 0.40% | 475,265 | $42.0M | Reduce -2.9% |
| TEAM Atlassian Corp. Class A | 0.40% | 261,436 | $41.5M | Add +232.3% |
| CSX CSX Corp. | 0.39% | 1,195,009 | $41.3M | Reduce -3.6% |
| ONC Beone Medicines Ltd.-ADR filed as BEIGENE LTD | 0.39% | 182,899 | $41.1M | Reduce -5.2% |
| WFC Wells Fargo & Co. | 0.39% | 722,862 | $40.8M | Reduce -28.8% |
| CVX Chevron Corp. | 0.38% | 273,917 | $40.3M | Reduce -11.8% |
| HEI Heico Corp. | 0.38% | 152,879 | $40.0M | Reduce -2.7% |
| ETR Entergy Corp. | 0.37% | 295,158 | $38.8M | Reduce -0.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.36% | 319,636 | $38.1M | Reduce -1.5% |
| AZN Astrazeneca PLC-Spons ADR | 0.36% | 484,763 | $37.8M | Reduce -2.1% |
| AMX America Movil Sab DE CV | 0.36% | 2,302,555 | $37.7M | Reduce -5.8% |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.34% | 789,226 | $35.7M | Add +145.3% |
| EQIX Equinix Inc. | 0.34% | 39,733 | $35.3M | Reduce -36.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.33% | 41,823 | $34.8M | Add +0.4% |
| FCX Freeport-McMoran Inc. | 0.33% | 695,776 | $34.7M | Add +11.3% |
| ITT Itt Inc. | 0.32% | 225,505 | $33.7M | Reduce -5.6% |
| AWI Armstrong World Industries | 0.32% | 254,351 | $33.4M | Reduce -3.6% |
| TOST Toast Inc. Class A | 0.32% | 1,175,296 | $33.3M | Reduce -1.8% |
| ELV Elevance Health Inc. | 0.31% | 63,277 | $32.9M | Reduce -2.5% |
| HON Honeywell International Inc. | 0.31% | 158,835 | $32.8M | Reduce -3.8% |
| TXN Texas Instruments Inc. | 0.31% | 158,287 | $32.7M | Reduce -2.5% |
| VLTO Veralto Corp. | 0.31% | 292,007 | $32.7M | Reduce -2.7% |
| SAIA Saia Inc. | 0.31% | 73,309 | $32.1M | Add +146.6% |
| CNI Canadian Natl Railway Co. | 0.30% | 271,330 | $31.8M | Add +21.5% |
| TFC Truist Financial Corp. | 0.29% | 718,298 | $30.7M | Add +209.5% |
| RACE Ferrari NV | 0.29% | 65,611 | $30.7M | Reduce -3.3% |
| HEI.A Heico Corp. Class A | 0.29% | 148,351 | $30.2M | Reduce -2.9% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.29% | 170,918 | $30.2M | Reduce -3.1% |
| AMGN Amgen Inc. | 0.29% | 93,385 | $30.1M | Reduce -0.9% |
| AES AES Corp. | 0.28% | 1,483,070 | $29.8M | Reduce -2.2% |
| MAR Marriott International Class A | 0.28% | 117,037 | $29.1M | Reduce -2.4% |
| UAL United Airlines Holdings Inc. | 0.28% | 509,791 | $29.1M | Reduce -3.3% |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 0.27% | 1,083,651 | $28.8M | Add +6273.7% |
| COST Costco Wholesale Corp. | 0.26% | 30,637 | $27.2M | Reduce -3.1% |
| YUM Yum! Brands Inc. | 0.25% | 189,736 | $26.5M | Reduce -1.8% |
| CHDN Churchill Downs Inc. | 0.25% | 194,023 | $26.2M | Reduce -2.2% |
Portfolio Sells Q2 2024 → Q3 2024
| GOOG Alphabet Inc. Class C | Reduce -2.0% | 3.18% | −0.56 |
| AVGO Broadcom Inc. | Reduce -12.7% | 4.13% | −0.49 |
| MSFT Microsoft Corp. | Reduce -2.6% | 4.03% | −0.48 |
| DG Dollar General Corp. | Reduce -47.0% | 0.18% | −0.37 |
| GOOGL Alphabet Inc. Class A | Reduce -1.7% | 2.07% | −0.36 |
| GDDY GoDaddy Inc. Class A | Reduce -95.8% | 0.02% | −0.33 |
| TRMB Trimble Inc. | Reduce -99.0% | 0.00% | −0.29 |
| BA The Boeing Co. | Reduce -98.5% | 0.00% | −0.27 |
| KLAC KLA Corp. | Reduce -6.3% | 1.34% | −0.26 |
| CME Cme Group Inc. | Reduce -53.7% | 0.24% | −0.24 |
| WFC Wells Fargo & Co. | Reduce -28.8% | 0.39% | −0.21 |
| CNP Centerpoint Energy Inc. | Reduce -20.9% | 0.42% | −0.17 |
| FDX FedEx Corp. | Reduce -2.3% | 0.86% | −0.15 |
| AMZN Amazon.com Inc. | Reduce -2.0% | 1.31% | −0.15 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -4.4% | 1.36% | −0.14 |
| EQIX Equinix Inc. | Reduce -36.1% | 0.34% | −0.13 |
| ETRN Equitrans Midstream Corp. | Sold out | 0.00% | −0.13 |
| AMAT Applied Materials Inc. | Reduce -29.2% | 0.17% | −0.13 |
| PGR Progressive Corp. | Reduce -43.3% | 0.24% | −0.13 |
| ATS Ats Corp. | Sold out | 0.00% | −0.12 |
| CVX Chevron Corp. | Reduce -11.8% | 0.38% | −0.10 |
| COP Conocophillips | Reduce -1.9% | 0.62% | −0.10 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -1.5% | 0.36% | −0.10 |
| CMG Chipotle Mexican Grill Inc. | Reduce -3.0% | 0.55% | −0.10 |
| LECO Lincoln Electric Holdings | Reduce -41.6% | 0.11% | −0.09 |
| LLY Eli Lilly & Co. | Reduce -3.1% | 0.76% | −0.08 |
| PNC PNC Financial Services Group | Reduce -23.1% | 0.54% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -3.4% | 1.49% | −0.06 |
| CG The Carlyle Group Inc. | Sold out | 0.00% | −0.06 |
| MU Micron Technology Inc. | Reduce -1.6% | 0.17% | −0.06 |
| KSPI JSC Kaspi.kz ADR | Reduce -77.1% | 0.01% | −0.06 |
| AMX America Movil Sab DE CV | Reduce -5.8% | 0.36% | −0.06 |
| MSCI MSCI Inc. | Reduce -23.1% | 0.42% | −0.05 |
| V Visa Inc. Class A | Reduce -2.5% | 1.89% | −0.05 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.05 |
| WCN Waste Connections Inc. | Reduce -2.8% | 0.82% | −0.05 |
| STLA Stellantis NV | Reduce -2.4% | 0.08% | −0.05 |
| NKE Nike Inc. Class B | Reduce -27.2% | 0.19% | −0.04 |
| MRNA Moderna Inc. | Sold out | 0.00% | −0.04 |
| AON Aon PLC Class A | Reduce -16.3% | 0.66% | −0.04 |
| AME Ametek Inc. | Reduce -3.5% | 0.72% | −0.04 |
| HON Honeywell International Inc. | Reduce -3.8% | 0.31% | −0.04 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -3.8% | 1.20% | −0.04 |
| ADI Analog Devices Inc. | Reduce -3.4% | 0.49% | −0.04 |
| ELV Elevance Health Inc. | Reduce -2.5% | 0.31% | −0.04 |
| STZ Constellation Brands Inc. Class A | Reduce -2.6% | 0.46% | −0.04 |
| TFII Tfi International Inc. | Reduce -4.8% | 0.20% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -89.7% | 0.00% | −0.03 |
| KDP Keurig Dr Pepper Inc. | Reduce -18.0% | 0.22% | −0.03 |
| CVE Cenovus Energy Inc. | Reduce -1.7% | 0.11% | −0.03 |
Portfolio Buys Q2 2024 → Q3 2024
| CGGR Cap Group Growth Equity | Add +13.3% | 6.42% | +0.79 |
| GEV GE Vernova Inc. | Add +580.7% | 0.66% | +0.59 |
| CEG Constellation Energy | Add +17.6% | 1.27% | +0.40 |
| CGGO Cap Group Global Growth | Add +9.6% | 4.33% | +0.28 |
| CGGE Cap Group Global Eq | Add +6273.7% | 0.27% | +0.27 |
| TEAM Atlassian Corp. Class A | Add +232.3% | 0.40% | +0.26 |
| UNH Unitedhealth Group Inc. | Add +6.7% | 1.46% | +0.21 |
| CGDV Cap Group Dividend Value | Add +4.0% | 2.37% | +0.20 |
| TFC Truist Financial Corp. | Add +209.5% | 0.29% | +0.20 |
| ACN Accenture PLC Class A | Add +19.8% | 0.80% | +0.20 |
| SAIA Saia Inc. | Add +146.6% | 0.31% | +0.16 |
| GLOB Globant SA | New | 0.16% | +0.16 |
| CGCV Cap Group Conservative Eq | Add +1310.8% | 0.17% | +0.16 |
| SPTS SS SPDR P St Term TSY ETF | New | 0.16% | +0.16 |
| CARR Carrier Global Corp. | Add +3.9% | 0.72% | +0.15 |
| DB Deutsche Bank AG-Registered | Add +177.8% | 0.23% | +0.15 |
| WELL Welltower Inc. | Add +132.8% | 0.21% | +0.13 |
| IR Ingersoll-Rand Inc. | Add +14.0% | 0.81% | +0.12 |
| COF Capital One Financial Corp. | New | 0.12% | +0.12 |
| NCLH Norwegian Cruise Line Holdin | New | 0.11% | +0.11 |
| EQT Eqt Corp. | New | 0.09% | +0.09 |
| SRPT Sarepta Therapeutics Inc. | New | 0.07% | +0.07 |
| CGNG Cap Group New Geography Eq | Add +1451.3% | 0.07% | +0.07 |
| CGUS Cap Group Core Equity | Add +3.9% | 1.23% | +0.06 |
| SPTM SS SPDR P S&P 1500 Comp ETF | New | 0.06% | +0.06 |
| REGN Regeneron Pharmaceuticals | Add +10.6% | 1.11% | +0.06 |
| CGDG Cap Group Dividend Growers | Add +7.7% | 0.50% | +0.05 |
| ULS Ul Solutions Inc. Class A | Add +78.0% | 0.09% | +0.05 |
| KO The Coca-Cola Co. | New | 0.04% | +0.04 |
| CNI Canadian Natl Railway Co. | Add +21.5% | 0.30% | +0.04 |
| CGXU Cap Group Intl Focus | Add +4.3% | 0.81% | +0.03 |
| TMUS T-Mobile US Inc. | Add +6.8% | 0.17% | +0.03 |
| FCX Freeport-McMoran Inc. | Add +11.3% | 0.33% | +0.03 |
| CGIE Cap Group Intl Equity | Add +27.4% | 0.12% | +0.03 |
| MSTR Strategy Inc. | New | 0.03% | +0.03 |
| MDLZ Mondelez International Inc. Class A | Add +12.6% | 0.12% | +0.02 |
| IAU iShares Gold Trust | Add +5.6% | 0.15% | +0.02 |
| VICI Vici Properties Inc. | Add +4.7% | 0.12% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +21.0% | 0.09% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +2.7% | 0.43% | +0.01 |
| CGBL Cap Group Core Balanced | Add +41.6% | 0.05% | +0.01 |
| CGMU Cap Group Municipal Income | Add +9.9% | 0.18% | +0.01 |
| CGUI Cap Group Ultra Short Income | New | 0.01% | +0.01 |
| SBAC SBA Communications Corp. | New | 0.01% | +0.01 |
| CGCP Cap Group Core Plus Income | Add +35.4% | 0.03% | +0.01 |
| KB KB Financial Group Inc.-ADR | Add +9.8% | 0.05% | +0.01 |
| CGIC Cap Group Intl Core Eq | New | 0.01% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +20.1% | 0.03% | +0.01 |
| FLUT Flutter Entertainment PLC-Di | Add +7.4% | 0.02% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.9% | 0.09% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 260 | $7.1B | CGGR, CGGO, CGDV, GOOG, CGGE |
| Q1 2026 | 240 | $5.9B | CGGR, CGGO, CGDV, GOOG, GOOGL |
| Q4 2025 | 286 | $6.3B | CGGR, CGGO, CGDV, GOOG, GOOGL |
| Q3 2025 | 280 | $6.0B | CGGR, CGGO, CGDV, GOOG, GOOGL |
| Q2 2025 | 279 | $11.5B | CGGR, AVGO, CGGO, MSFT, CGDV |
| Q1 2025 | 275 | $10.2B | CGGR, CGGO, MSFT, AVGO, GOOG |
| Q4 2024 | 271 | $10.9B | CGGR, AVGO, CGGO, MSFT, GOOG |
| Q3 2024 | 265 | $10.5B | CGGR, CGGO, AVGO, MSFT, GOOG |
| Q2 2024 | 264 | $10.0B | CGGR, AVGO, MSFT, CGGO, GOOG |
| Q1 2024 | 254 | $9.8B | CGGR, MSFT, AVGO, CGGO, GOOG |