Capital Group Private Client Services, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Capital Group Private Client Services, Inc. reported 271 stock positions worth $10.9 billion. Its top holding was Cap Group Growth Equity (CGGR) at 6.9% of the portfolio, followed by Broadcom (AVGO, 5.2%) and Cap Group Global Growth (CGGO, 4.3%). Compared with Q3 2024, it opened 14 new positions, sold out of 9, added to 76 and reduced 164. The biggest buy was iShares MSCI Acwi ETF (ACWI, shares +21865%) and the biggest sale Regeneron Pharmaceuticals (REGN, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- Los Angeles, CA
- CIK
- 0001857666
- Portfolio Value
- $10.9B (Q4 2024)
- SEC Filing
- 0001422848-25-000005 ↗ filed Feb 13, 2025
Holdings Value
Holdings 271 stocks · $10.9B
| CGGR Cap Group Growth Equity | 6.87% | 20,095,652 | $747.0M | Add +3.7% |
| AVGO Broadcom Inc. | 5.23% | 2,450,519 | $568.1M | Reduce -2.6% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 4.30% | 16,007,890 | $467.8M | Add +6.3% |
| MSFT Microsoft Corp. | 3.76% | 969,476 | $408.6M | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 3.57% | 2,040,236 | $388.5M | Add +2.2% |
| AAPL Apple Inc. | 2.71% | 1,178,445 | $295.1M | Add +2.3% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 2.39% | 7,364,694 | $259.7M | Add +7.9% |
| GOOGL Alphabet Inc. Class A | 2.26% | 1,299,724 | $246.0M | Reduce -0.8% |
| V Visa Inc. Class A | 1.87% | 642,036 | $202.9M | Reduce -11.2% |
| AMZN Amazon.com Inc. | 1.83% | 905,856 | $198.7M | Add +22.9% |
| ACWI iShares MSCI Acwi ETF | 1.74% | 1,608,528 | $189.0M | Add +21865.4% |
| JPM JPMorgan Chase & Co. | 1.56% | 709,602 | $170.1M | Reduce -4.6% |
| MRSH Marsh & McLennan Cos | 1.55% | 793,400 | $168.5M | Add +1.0% |
| TSM Taiwan Semiconductor-SP ADR | 1.50% | 826,604 | $163.2M | Add +0.9% |
| META Meta Platforms Inc. Class A | 1.34% | 249,299 | $146.0M | Reduce -0.4% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 1.27% | 3,961,868 | $138.5M | Add +5.4% |
| UNH Unitedhealth Group Inc. | 1.21% | 260,714 | $131.9M | Reduce -0.8% |
| ABT Abbott Laboratories | 1.21% | 1,163,629 | $131.6M | Reduce -15.8% |
| HLT Hilton Worldwide Holdings Inc. | 1.20% | 529,840 | $131.0M | Reduce -3.0% |
| PM Philip Morris International | 1.16% | 1,048,248 | $126.2M | Reduce -2.1% |
| CEG Constellation Energy | 1.12% | 544,299 | $121.8M | Add +6.1% |
| RCL Royal Caribbean Cruises Ltd. | 1.03% | 483,226 | $111.5M | Add +6.3% |
| KLAC KLA Corp. | 1.01% | 173,818 | $109.5M | Reduce -4.3% |
| NOW ServiceNow Inc. | 1.00% | 102,318 | $108.5M | Reduce -3.5% |
| LIN Linde PLC | 0.96% | 249,775 | $104.6M | Reduce -6.8% |
| GEV GE Vernova Inc. | 0.95% | 315,548 | $103.8M | Add +16.3% |
| NOC Northrop Grumman Corp. | 0.88% | 203,588 | $95.5M | Reduce -2.4% |
| FDX FedEx Corp. | 0.84% | 323,591 | $91.0M | Reduce -2.5% |
| GE General Electric filed as GE AEROSPACE | 0.77% | 499,936 | $83.4M | Reduce -1.8% |
| DHR Danaher Corp. | 0.76% | 361,448 | $83.0M | Reduce -3.8% |
| ACN Accenture PLC Class A | 0.76% | 235,700 | $82.9M | Reduce -0.8% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.76% | 2,795,089 | $82.8M | Add +62.1% |
| ABBV Abbvie Inc. | 0.76% | 461,827 | $82.1M | Reduce -3.0% |
| CRM Salesforce Inc. | 0.75% | 243,667 | $81.5M | Reduce -1.1% |
| WCN Waste Connections Inc. | 0.74% | 470,126 | $80.7M | Reduce -2.4% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.74% | 3,265,219 | $80.6M | Add +4.1% |
| TDG Transdigm Group Inc. | 0.72% | 61,871 | $78.4M | Reduce -2.7% |
| AME Ametek Inc. | 0.71% | 429,777 | $77.5M | Reduce -3.0% |
| IR Ingersoll-Rand Inc. | 0.71% | 849,379 | $76.8M | Reduce -1.5% |
| AXON Axon Enterprise Inc. | 0.68% | 124,371 | $73.9M | Reduce -3.8% |
| AON Aon PLC Class A | 0.64% | 193,450 | $69.5M | Reduce -4.1% |
| LLY Eli Lilly & Co. | 0.62% | 87,904 | $67.9M | Reduce -2.2% |
| TRP TC Energy Corp. | 0.61% | 1,419,147 | $66.1M | Reduce -4.8% |
| REGN Regeneron Pharmaceuticals | 0.60% | 91,330 | $65.1M | Reduce -17.6% |
| TEAM Atlassian Corp. Class A | 0.58% | 259,407 | $63.1M | Reduce -0.8% |
| RTX RTX Corp. | 0.58% | 540,263 | $62.5M | Reduce -4.3% |
| CARR Carrier Global Corp. | 0.57% | 913,567 | $62.4M | Reduce -3.3% |
| MA Mastercard Inc. Class A | 0.56% | 115,314 | $60.7M | Reduce -2.6% |
| MELI MercadoLibre Inc. | 0.55% | 35,221 | $59.9M | Reduce -8.5% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.55% | 209,101 | $59.4M | Reduce -2.0% |
| CMG Chipotle Mexican Grill Inc. | 0.54% | 981,845 | $59.2M | Reduce -2.2% |
| COP Conocophillips | 0.54% | 587,636 | $58.3M | Reduce -5.4% |
| PNC PNC Financial Services Group | 0.53% | 300,450 | $57.9M | Reduce -1.7% |
| CMCSA Comcast Corp. Class A | 0.52% | 1,500,897 | $56.3M | Reduce -5.3% |
| CGSD Cap Group Short Duration | 0.51% | 2,148,140 | $55.1M | Reduce -1.2% |
| UAL United Airlines Holdings Inc. | 0.48% | 535,291 | $52.0M | Add +5.0% |
| TSCO Tractor Supply Company | 0.47% | 961,656 | $51.0M | Reduce -5.2% |
| WFC Wells Fargo & Co. | 0.46% | 714,515 | $50.2M | Reduce -1.1% |
| SPGI S&P Global Inc. | 0.46% | 100,112 | $49.9M | Reduce -0.8% |
| SRE Sempra | 0.46% | 565,296 | $49.6M | Reduce -1.4% |
| CHTR Charter Communications Inc. Class A | 0.44% | 141,096 | $48.4M | Reduce -6.9% |
| VOO Vanguard S&P 500 ETF | 0.44% | 89,655 | $48.3M | Add +3.9% |
| CNP Centerpoint Energy Inc. | 0.44% | 1,494,031 | $47.4M | Reduce -1.3% |
| BMY Bristol-Myers Squibb Co. | 0.42% | 816,602 | $46.2M | Add +73.3% |
| ADI Analog Devices Inc. | 0.42% | 216,905 | $46.1M | Reduce -3.7% |
| STT State Street Corp. | 0.42% | 468,019 | $45.9M | Reduce -1.5% |
| EIX Edison International | 0.41% | 556,875 | $44.5M | Reduce -0.8% |
| MSCI MSCI Inc. | 0.41% | 73,647 | $44.2M | Reduce -2.6% |
| ETR Entergy Corp. | 0.41% | 582,105 | $44.1M | Reduce -1.4% |
| EA Electronic Arts Inc. | 0.40% | 295,384 | $43.2M | Reduce -1.1% |
| TOST Toast Inc. Class A | 0.39% | 1,163,002 | $42.4M | Reduce -1.1% |
| WELL Welltower Inc. | 0.35% | 302,759 | $38.2M | Add +76.3% |
| CSX CSX Corp. | 0.34% | 1,158,878 | $37.4M | Reduce -3.0% |
| HEI Heico Corp. | 0.33% | 152,335 | $36.2M | Reduce -0.4% |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 0.33% | 1,401,366 | $35.7M | Add +29.3% |
| EQIX Equinix Inc. | 0.33% | 37,834 | $35.7M | Reduce -4.8% |
| AWI Armstrong World Industries | 0.33% | 251,935 | $35.6M | Reduce -0.9% |
| MAR Marriott International Class A | 0.33% | 127,428 | $35.5M | Add +8.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 60,032 | $35.2M | Add +40.2% |
| CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E | 0.31% | 1,274,293 | $33.8M | Add +96.0% |
| HON Honeywell International Inc. | 0.31% | 148,872 | $33.6M | Reduce -6.3% |
| TMUS T-Mobile US Inc. | 0.31% | 150,793 | $33.3M | Add +69.4% |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.29% | 735,409 | $32.1M | Reduce -6.8% |
| ITT Itt Inc. | 0.29% | 217,656 | $31.1M | Reduce -3.5% |
| CVX Chevron Corp. | 0.29% | 214,592 | $31.1M | Reduce -21.7% |
| TFC Truist Financial Corp. | 0.28% | 710,977 | $30.8M | Reduce -1.0% |
| AZN Astrazeneca PLC-Spons ADR | 0.27% | 453,631 | $29.7M | Reduce -6.4% |
| ONC Beone Medicines Ltd.-ADR filed as BEIGENE LTD | 0.27% | 159,297 | $29.4M | Reduce -12.9% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.27% | 167,559 | $29.4M | Reduce -2.0% |
| TXN Texas Instruments Inc. | 0.27% | 155,782 | $29.2M | Reduce -1.6% |
| MS Morgan Stanley | 0.26% | 228,670 | $28.7M | Reduce -1.4% |
| AMX America Movil Sab DE CV | 0.26% | 1,996,865 | $28.6M | Reduce -13.3% |
| COST Costco Wholesale Corp. | 0.26% | 30,514 | $28.0M | Reduce -0.4% |
| SAIA Saia Inc. | 0.25% | 60,241 | $27.5M | Reduce -17.8% |
| RACE Ferrari NV | 0.25% | 63,915 | $27.3M | Reduce -2.6% |
| NFLX Netflix Inc. | 0.25% | 30,259 | $27.0M | Add +22.3% |
| KKR KKR & Co. Inc. | 0.25% | 180,146 | $26.6M | Add +42.8% |
| HEI.A Heico Corp. Class A | 0.24% | 142,208 | $26.5M | Reduce -4.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.23% | 293,664 | $25.3M | Reduce -8.1% |
| CME Cme Group Inc. | 0.23% | 108,411 | $25.2M | Reduce -4.2% |
Portfolio Sells Q3 2024 → Q4 2024
| REGN Regeneron Pharmaceuticals | Reduce -17.6% | 0.60% | −0.51 |
| KLAC KLA Corp. | Reduce -4.3% | 1.01% | −0.33 |
| STZ Constellation Brands Inc. Class A | Reduce -57.9% | 0.16% | −0.30 |
| ABT Abbott Laboratories | Reduce -15.8% | 1.21% | −0.29 |
| MSFT Microsoft Corp. | Reduce -1.4% | 3.76% | −0.27 |
| LIN Linde PLC | Reduce -6.8% | 0.96% | −0.26 |
| UNH Unitedhealth Group Inc. | Reduce -0.8% | 1.21% | −0.25 |
| DHR Danaher Corp. | Reduce -3.8% | 0.76% | −0.23 |
| FCX Freeport-McMoran Inc. | Reduce -53.6% | 0.11% | −0.22 |
| MELI MercadoLibre Inc. | Reduce -8.5% | 0.55% | −0.20 |
| NKE Nike Inc. Class B | Reduce -91.9% | 0.01% | −0.18 |
| DG Dollar General Corp. | Reduce -97.8% | 0.00% | −0.18 |
| NOC Northrop Grumman Corp. | Reduce -2.4% | 0.88% | −0.17 |
| AES AES Corp. | Reduce -33.9% | 0.12% | −0.17 |
| CARR Carrier Global Corp. | Reduce -3.3% | 0.57% | −0.15 |
| GE General Electric | Reduce -1.8% | 0.77% | −0.15 |
| TDG Transdigm Group Inc. | Reduce -2.7% | 0.72% | −0.14 |
| ABBV Abbvie Inc. | Reduce -3.0% | 0.76% | −0.14 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -28.2% | 0.19% | −0.14 |
| LLY Eli Lilly & Co. | Reduce -2.2% | 0.62% | −0.13 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -8.1% | 0.23% | −0.13 |
| AMGN Amgen Inc. | Reduce -27.7% | 0.16% | −0.12 |
| ELV Elevance Health Inc. | Reduce -10.3% | 0.19% | −0.12 |
| ONC Beone Medicines Ltd.-ADR | Reduce -12.9% | 0.27% | −0.12 |
| CNI Canadian Natl Railway Co. | Reduce -27.2% | 0.18% | −0.12 |
| CHDN Churchill Downs Inc. | Reduce -42.8% | 0.14% | −0.11 |
| CMCSA Comcast Corp. Class A | Reduce -5.3% | 0.52% | −0.11 |
| SO The Southern Co. | Reduce -73.0% | 0.03% | −0.10 |
| IR Ingersoll-Rand Inc. | Reduce -1.5% | 0.71% | −0.10 |
| CVX Chevron Corp. | Reduce -21.7% | 0.29% | −0.10 |
| CVE Cenovus Energy Inc. | Reduce -82.5% | 0.02% | −0.10 |
| AMX America Movil Sab DE CV | Reduce -13.3% | 0.26% | −0.10 |
| TSCO Tractor Supply Company | Reduce -5.2% | 0.47% | −0.09 |
| VLTO Veralto Corp. | Reduce -19.4% | 0.22% | −0.09 |
| COP Conocophillips | Reduce -5.4% | 0.54% | −0.09 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -6.4% | 0.27% | −0.09 |
| STLA Stellantis NV | Sold out | 0.00% | −0.08 |
| JNJ Johnson & Johnson | Reduce -30.4% | 0.12% | −0.08 |
| PM Philip Morris International | Reduce -2.1% | 1.16% | −0.08 |
| WCN Waste Connections Inc. | Reduce -2.4% | 0.74% | −0.08 |
| RTX RTX Corp. | Reduce -4.3% | 0.58% | −0.08 |
| KHC The Kraft Heinz Co. | Reduce -96.0% | 0.00% | −0.07 |
| ADI Analog Devices Inc. | Reduce -3.7% | 0.42% | −0.07 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -18.1% | 0.10% | −0.07 |
| TRP TC Energy Corp. | Reduce -4.8% | 0.61% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -38.3% | 0.07% | −0.06 |
| EIX Edison International | Reduce -0.8% | 0.41% | −0.06 |
| REXR Rexford Industrial Realty Inc. | Reduce -42.7% | 0.04% | −0.06 |
| SAIA Saia Inc. | Reduce -17.8% | 0.25% | −0.05 |
| ATI Ati Inc. | Reduce -3.0% | 0.18% | −0.05 |
Portfolio Buys Q3 2024 → Q4 2024
| ACWI iShares MSCI Acwi ETF | Add +21865.4% | 1.74% | +1.73 |
| AMZN Amazon.com Inc. | Add +22.9% | 1.83% | +0.52 |
| CGGR Cap Group Growth Equity | Add +3.7% | 6.87% | +0.45 |
| GOOG Alphabet Inc. Class C | Add +2.2% | 3.57% | +0.39 |
| GEV GE Vernova Inc. | Add +16.3% | 0.95% | +0.30 |
| CGDG Cap Group Dividend Growers | Add +62.1% | 0.76% | +0.26 |
| RCL Royal Caribbean Cruises Ltd. | Add +6.3% | 1.03% | +0.26 |
| ATO Atmos Energy Corp. | New | 0.21% | +0.21 |
| UAL United Airlines Holdings Inc. | Add +5.0% | 0.48% | +0.20 |
| BMY Bristol-Myers Squibb Co. | Add +73.3% | 0.42% | +0.19 |
| EFA iShares MSCI Eafe ETF | Add +653.8% | 0.20% | +0.17 |
| AAPL Apple Inc. | Add +2.3% | 2.71% | +0.16 |
| HSY The Hershey Co. | New | 0.16% | +0.16 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.9% | 1.50% | +0.15 |
| CGCV Cap Group Conservative Eq | Add +96.0% | 0.31% | +0.14 |
| WELL Welltower Inc. | Add +76.3% | 0.35% | +0.14 |
| TMUS T-Mobile US Inc. | Add +69.4% | 0.31% | +0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +40.2% | 0.32% | +0.09 |
| URI United Rentals Inc. | New | 0.09% | +0.09 |
| KKR KKR & Co. Inc. | Add +42.8% | 0.25% | +0.09 |
| NFLX Netflix Inc. | Add +22.3% | 0.25% | +0.08 |
| SRPT Sarepta Therapeutics Inc. | Add +95.8% | 0.13% | +0.06 |
| CGGE Cap Group Global Eq | Add +29.3% | 0.33% | +0.05 |
| CGNG Cap Group New Geography Eq | Add +95.8% | 0.12% | +0.05 |
| MAR Marriott International Class A | Add +8.9% | 0.33% | +0.05 |
| CGUS Cap Group Core Equity | Add +5.4% | 1.27% | +0.05 |
| FAF First American Financial | New | 0.03% | +0.03 |
| TW Tradeweb Markets Inc. Class A | New | 0.03% | +0.03 |
| VGIT Vanguard Intermediate-Term T | New | 0.03% | +0.03 |
| BNDW Vanguard Total World Bond Et | New | 0.03% | +0.03 |
| CGIE Cap Group Intl Equity | Add +38.4% | 0.14% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +42.7% | 0.07% | +0.02 |
| CGDV Cap Group Dividend Value | Add +7.9% | 2.39% | +0.02 |
| CGSM Cap Group Short Muni Income | Add +264.6% | 0.03% | +0.02 |
| CM Can Imperial BK of Commerce | New | 0.02% | +0.02 |
| BAM Brookfield Asset Mgmt-A | Add +75.3% | 0.04% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +134.2% | 0.03% | +0.02 |
| GLOB Globant SA | Add +2.5% | 0.17% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +3.9% | 0.44% | +0.01 |
| SUI Sun Communities Inc. | New | 0.01% | +0.01 |
| DFAC Dimensional US Core Equity 2 | Add +12.4% | 0.11% | +0.01 |
| CGIC Cap Group Intl Core Eq | Add +184.8% | 0.01% | +0.01 |
| BX Blackstone Inc. | Add +0.0% | 0.09% | +0.01 |
| SBAC SBA Communications Corp. | Add +128.9% | 0.02% | +0.01 |
| BLV Vanguard Long-Term Bond ETF | New | 0.01% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +7.7% | 0.10% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +22.2% | 0.03% | +0.00 |
| DFAT Dimensional US Target Value | New | 0.00% | +0.00 |
| DISV Dimensional International SM | New | 0.00% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +6.5% | 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 |