Capital Group Private Client Services, Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Capital Group Private Client Services, Inc. reported 275 stock positions worth $10.2 billion. Its top holding was Cap Group Growth Equity (CGGR) at 7.3% of the portfolio, followed by Cap Group Global Growth (CGGO, 4.9%) and Microsoft (MSFT, 3.6%). Compared with Q4 2024, it opened 14 new positions, sold out of 10, added to 113 and reduced 132. The biggest buy was General Electric (GE, shares +84%) and the biggest sale iShares MSCI Acwi ETF (ACWI, shares −96%).

Most Recent 13F
Q2 2026
Location
Los Angeles, CA
CIK
0001857666
Portfolio Value
$10.2B (Q1 2025)
SEC Filing
0000732812-25-000009 ↗ filed May 12, 2025

Holdings Value

0$5.0B$10.0B$15.0B Q1 2024: $9.8B Q1 2024 Q2 2024: $10.0B Q2 2024 Q3 2024: $10.5B Q3 2024 Q4 2024: $10.9B Q4 2024 Q1 2025: $10.2B $10.2B Q1 2025 Q2 2025: $11.5B Q2 2025 Q3 2025: $6.0B Q3 2025 Q4 2025: $6.3B Q4 2025 Q1 2026: $5.9B Q1 2026 Q2 2026: $7.1B Q2 2026

Holdings 275 stocks · $10.2B

CGGR Cap Group Growth Equity 7.30% 21,827,172 $747.6M Add +8.6%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 4.89% 17,691,068 $501.2M Add +10.5%
MSFT Microsoft Corp. 3.64% 994,633 $373.4M Add +2.6%
AVGO Broadcom Inc. 3.63% 2,221,027 $371.9M Reduce -9.4%
GOOG Alphabet Inc. Class C 3.14% 2,058,884 $321.7M Add +0.9%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 2.86% 8,222,276 $293.0M Add +11.6%
AAPL Apple Inc. 2.72% 1,256,165 $279.0M Add +6.6%
AMZN Amazon.com Inc. 1.98% 1,066,580 $202.9M Add +17.7%
GOOGL Alphabet Inc. Class A 1.94% 1,284,182 $198.6M Reduce -1.2%
MRSH Marsh & McLennan Cos 1.83% 767,655 $187.3M Reduce -3.2%
GE General Electric filed as GE AEROSPACE 1.79% 918,345 $183.8M Add +83.7%
V Visa Inc. Class A 1.78% 521,018 $182.6M Reduce -18.9%
JPM JPMorgan Chase & Co. 1.77% 739,454 $181.4M Add +4.2%
META Meta Platforms Inc. Class A 1.74% 309,193 $178.2M Add +24.0%
PM Philip Morris International 1.68% 1,084,196 $172.1M Add +3.4%
TSM Taiwan Semiconductor-SP ADR 1.57% 967,851 $160.7M Add +17.1%
CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET 1.40% 4,288,924 $143.3M Add +8.3%
ABT Abbott Laboratories 1.39% 1,070,183 $142.0M Reduce -8.0%
UNH Unitedhealth Group Inc. 1.30% 253,495 $132.8M Reduce -2.8%
LIN Linde PLC 1.18% 259,475 $120.8M Add +3.9%
CEG Constellation Energy 1.18% 597,103 $120.4M Add +9.7%
GEV GE Vernova Inc. 1.08% 363,836 $111.1M Add +15.3%
NOC Northrop Grumman Corp. 0.99% 198,970 $101.9M Reduce -2.3%
RCL Royal Caribbean Cruises Ltd. 0.96% 477,845 $98.2M Reduce -1.1%
CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE 0.92% 3,034,236 $93.8M Add +8.6%
ABBV Abbvie Inc. 0.91% 443,731 $93.0M Reduce -3.9%
LLY Eli Lilly & Co. 0.89% 110,952 $91.6M Add +26.2%
MA Mastercard Inc. Class A 0.88% 163,962 $89.9M Add +42.2%
TDG Transdigm Group Inc. 0.80% 59,402 $82.2M Reduce -4.0%
KLAC KLA Corp. 0.80% 119,840 $81.5M Reduce -31.1%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 0.76% 3,173,279 $77.7M Reduce -2.8%
RTX RTX Corp. 0.76% 586,247 $77.7M Add +8.5%
DHR Danaher Corp. 0.74% 369,850 $75.8M Add +2.3%
AON Aon PLC Class A 0.72% 185,244 $73.9M Reduce -4.2%
FDX FedEx Corp. 0.71% 299,615 $73.0M Reduce -7.4%
ATO Atmos Energy Corp. 0.69% 456,902 $70.6M Add +182.0%
REGN Regeneron Pharmaceuticals 0.69% 111,002 $70.4M Add +21.5%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.68% 202,691 $70.0M Reduce -3.1%
NOW ServiceNow Inc. 0.68% 87,735 $69.8M Reduce -14.3%
MDLZ Mondelez International Inc. Class A 0.68% 1,026,488 $69.6M Add +539.8%
IR Ingersoll-Rand Inc. 0.68% 867,336 $69.4M Add +2.1%
HLT Hilton Worldwide Holdings Inc. 0.65% 291,182 $66.3M Reduce -45.0%
CRM Salesforce Inc. 0.65% 246,257 $66.1M Add +1.1%
MELI MercadoLibre Inc. 0.64% 33,430 $65.2M Reduce -5.1%
ACN Accenture PLC Class A 0.64% 208,626 $65.1M Reduce -11.5%
COP Conocophillips 0.60% 589,654 $61.9M Add +0.3%
AMGN Amgen Inc. 0.60% 195,813 $61.0M Add +190.2%
DB Deutsche Bank AG-Registered 0.58% 2,520,743 $59.5M Add +78.5%
AME Ametek Inc. 0.57% 338,486 $58.3M Reduce -21.2%
WELL Welltower Inc. 0.55% 369,243 $56.6M Add +22.0%
PAYX Paychex Inc. 0.55% 364,856 $56.3M Add +900.9%
CGSD Cap Group Short Duration 0.55% 2,171,542 $56.0M Add +1.1%
WCN Waste Connections Inc. 0.52% 270,822 $52.9M Reduce -42.4%
CNP Centerpoint Energy Inc. 0.51% 1,443,131 $52.3M Reduce -3.4%
CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY 0.50% 1,978,658 $51.2M Add +41.2%
BMY Bristol-Myers Squibb Co. 0.50% 833,915 $50.9M Add +2.1%
TRP TC Energy Corp. 0.50% 1,075,245 $50.8M Reduce -24.2%
SPGI S&P Global Inc. 0.49% 99,276 $50.4M Reduce -0.8%
TSCO Tractor Supply Company 0.48% 900,423 $49.6M Reduce -6.4%
VOO Vanguard S&P 500 ETF 0.48% 94,927 $48.8M Add +5.9%
ETR Entergy Corp. 0.47% 567,299 $48.5M Reduce -2.5%
CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E 0.47% 1,778,648 $48.2M Add +39.6%
TFC Truist Financial Corp. 0.43% 1,059,094 $43.6M Add +49.0%
TXN Texas Instruments Inc. 0.42% 240,147 $43.2M Add +54.2%
SRE Sempra 0.40% 581,162 $41.5M Add +2.8%
ONC Beone Medicines Ltd.-ADR filed as BEIGENE LTD 0.40% 152,156 $41.4M Reduce -4.5%
CHTR Charter Communications Inc. Class A 0.40% 110,470 $40.7M Reduce -21.7%
HEI Heico Corp. 0.39% 148,514 $39.7M Reduce -2.5%
TEAM Atlassian Corp. Class A 0.39% 186,608 $39.6M Reduce -28.1%
TMUS T-Mobile US Inc. 0.38% 146,432 $39.1M Reduce -2.9%
CMG Chipotle Mexican Grill Inc. 0.36% 739,447 $37.1M Reduce -24.7%
ELV Elevance Health Inc. 0.35% 83,228 $36.2M Add +46.6%
CARR Carrier Global Corp. 0.35% 560,087 $35.5M Reduce -38.7%
PGR Progressive Corp. 0.35% 124,955 $35.4M Add +27.6%
AWI Armstrong World Industries 0.33% 239,940 $33.8M Reduce -4.8%
RYAAY Ryanair Holdings PLC-SP ADR 0.33% 788,756 $33.4M Add +7.3%
CSX CSX Corp. 0.32% 1,103,422 $32.5M Reduce -4.8%
NFLX Netflix Inc. 0.30% 33,485 $31.2M Add +10.7%
MAR Marriott International Class A 0.29% 124,768 $29.7M Reduce -2.1%
HON Honeywell International Inc. 0.29% 139,869 $29.6M Reduce -6.0%
EA Electronic Arts Inc. 0.29% 203,283 $29.4M Reduce -31.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.28% 51,674 $28.9M Reduce -13.9%
LII Lennox International Inc. 0.28% 51,540 $28.9M New
MU Micron Technology Inc. 0.28% 326,060 $28.3M Add +96.2%
HEI.A Heico Corp. Class A 0.28% 133,888 $28.2M Reduce -5.8%
COST Costco Wholesale Corp. 0.27% 29,434 $27.8M Reduce -3.5%
CME Cme Group Inc. 0.27% 104,068 $27.6M Reduce -4.0%
YUM Yum! Brands Inc. 0.27% 172,850 $27.2M Reduce -2.9%
AMX America Movil Sab DE CV 0.26% 1,906,835 $27.1M Reduce -4.5%
HSY The Hershey Co. 0.26% 158,061 $27.0M Add +57.8%
ADI Analog Devices Inc. 0.26% 133,549 $26.9M Reduce -38.4%
CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY 0.26% 1,048,223 $26.4M Add +92.3%
RACE Ferrari NV 0.26% 62,106 $26.3M Reduce -2.8%
ARMK Aramark 0.26% 762,352 $26.3M Add +208.1%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.25% 141,608 $25.9M Reduce -15.5%
CNI Canadian Natl Railway Co. 0.24% 254,210 $24.7M Add +28.7%
CHD Church & Dwight Co. Inc. 0.24% 223,659 $24.6M Reduce -0.1%
AZN Astrazeneca PLC-Spons ADR 0.23% 320,065 $23.5M Reduce -29.4%
KKR KKR & Co. Inc. 0.23% 200,867 $23.2M Add +11.5%
ACGL Arch Capital Group Ltd. 0.23% 240,252 $23.1M Add +235.8%

Show all 275 holdings

Portfolio Sells Q4 2024 → Q1 2025

ACWI iShares MSCI Acwi ETF Reduce -96.2% 0.07% −1.67
AVGO Broadcom Inc. Reduce -9.4% 3.63% −1.60
HLT Hilton Worldwide Holdings Inc. Reduce -45.0% 0.65% −0.56
AXON Axon Enterprise Inc. Reduce -70.9% 0.19% −0.49
UAL United Airlines Holdings Inc. Reduce -99.4% 0.00% −0.48
WFC Wells Fargo & Co. Reduce -96.8% 0.02% −0.45
STT State Street Corp. Reduce -98.3% 0.01% −0.42
EIX Edison International Reduce -95.9% 0.01% −0.40
CMCSA Comcast Corp. Class A Reduce -71.1% 0.16% −0.36
PNC PNC Financial Services Group Reduce -62.0% 0.20% −0.34
GOOGL Alphabet Inc. Class A Reduce -1.2% 1.94% −0.33
NOW ServiceNow Inc. Reduce -14.3% 0.68% −0.32
MSCI MSCI Inc. Reduce -71.1% 0.12% −0.29
EQIX Equinix Inc. Reduce -67.9% 0.10% −0.23
CARR Carrier Global Corp. Reduce -38.7% 0.35% −0.23
WCN Waste Connections Inc. Reduce -42.4% 0.52% −0.23
CVX Chevron Corp. Reduce -82.5% 0.06% −0.22
KLAC KLA Corp. Reduce -31.1% 0.80% −0.21
NVO Novo-Nordisk A/S-Spons ADR Reduce -87.0% 0.03% −0.21
TEAM Atlassian Corp. Class A Reduce -28.1% 0.39% −0.19
CMG Chipotle Mexican Grill Inc. Reduce -24.7% 0.36% −0.18
TOST Toast Inc. Class A Reduce -44.6% 0.21% −0.18
EFA iShares MSCI Eafe ETF Reduce -86.6% 0.03% −0.17
ADI Analog Devices Inc. Reduce -38.4% 0.26% −0.16
ASML ASML Holding NV-NY Reg SHS Reduce -78.5% 0.04% −0.15
AME Ametek Inc. Reduce -21.2% 0.57% −0.14
DAL Delta Air Lines Inc. Sold out 0.00% −0.14
CHDN Churchill Downs Inc. Reduce -96.8% 0.00% −0.13
VLTO Veralto Corp. Reduce -60.1% 0.09% −0.13
ACN Accenture PLC Class A Reduce -11.5% 0.64% −0.13
COF Capital One Financial Corp. Reduce -96.5% 0.00% −0.13
FDX FedEx Corp. Reduce -7.4% 0.71% −0.12
JNJ Johnson & Johnson Sold out 0.00% −0.12
ITT Itt Inc. Reduce -38.8% 0.17% −0.12
TRP TC Energy Corp. Reduce -24.2% 0.50% −0.11
EA Electronic Arts Inc. Reduce -31.2% 0.29% −0.11
LECO Lincoln Electric Holdings Reduce -97.6% 0.00% −0.09
ALNY Alnylam Pharmaceuticals Inc. Reduce -95.5% 0.00% −0.09
V Visa Inc. Class A Reduce -18.9% 1.78% −0.08
TFII Tfi International Inc. Reduce -9.3% 0.10% −0.08
GLOB Globant SA Reduce -4.4% 0.10% −0.08
BUD Anheuser-Busch Inbev-SPN ADR Reduce -78.5% 0.03% −0.07
ADBE Adobe Inc. Reduce -96.0% 0.00% −0.07
RCL Royal Caribbean Cruises Ltd. Reduce -1.1% 0.96% −0.07
UNP Union Pacific Corp. Sold out 0.00% −0.06
MS Morgan Stanley Reduce -21.5% 0.20% −0.06
SAIA Saia Inc. Reduce -5.3% 0.19% −0.06
BR Broadridge Financial Solutio Reduce -68.2% 0.03% −0.06
TTWO Take-Two Interactive Softwre Reduce -39.0% 0.14% −0.05
CHTR Charter Communications Inc. Class A Reduce -21.7% 0.40% −0.05

Portfolio Buys Q4 2024 → Q1 2025

GE General Electric Add +83.7% 1.79% +1.03
MDLZ Mondelez International Inc. Class A Add +539.8% 0.68% +0.59
CGGO Cap Group Global Growth Add +10.5% 4.89% +0.59
PM Philip Morris International Add +3.4% 1.68% +0.52
PAYX Paychex Inc. Add +900.9% 0.55% +0.50
ATO Atmos Energy Corp. Add +182.0% 0.69% +0.48
CGDV Cap Group Dividend Value Add +11.6% 2.86% +0.47
AMGN Amgen Inc. Add +190.2% 0.60% +0.43
CGGR Cap Group Growth Equity Add +8.6% 7.30% +0.43
META Meta Platforms Inc. Class A Add +24.0% 1.74% +0.40
DB Deutsche Bank AG-Registered Add +78.5% 0.58% +0.36
MA Mastercard Inc. Class A Add +42.2% 0.88% +0.32
LII Lennox International Inc. New 0.28% +0.28
LLY Eli Lilly & Co. Add +26.2% 0.89% +0.27
LIN Linde PLC Add +3.9% 1.18% +0.22
JPM JPMorgan Chase & Co. Add +4.2% 1.77% +0.21
WELL Welltower Inc. Add +22.0% 0.55% +0.20
RTX RTX Corp. Add +8.5% 0.76% +0.18
ARMK Aramark Add +208.1% 0.26% +0.17
CGGE Cap Group Global Eq Add +41.2% 0.50% +0.17
ACGL Arch Capital Group Ltd. Add +235.8% 0.23% +0.16
ELV Elevance Health Inc. Add +46.6% 0.35% +0.16
CGCV Cap Group Conservative Eq Add +39.6% 0.47% +0.16
CGDG Cap Group Dividend Growers Add +8.6% 0.92% +0.15
AMZN Amazon.com Inc. Add +17.7% 1.98% +0.15
TXN Texas Instruments Inc. Add +54.2% 0.42% +0.15
APD Air Products & Chemicals Inc. New 0.15% +0.15
MU Micron Technology Inc. Add +96.2% 0.28% +0.15
TFC Truist Financial Corp. Add +49.0% 0.43% +0.14
CGNG Cap Group New Geography Eq Add +92.3% 0.26% +0.13
GEV GE Vernova Inc. Add +15.3% 1.08% +0.13
PGR Progressive Corp. Add +27.6% 0.35% +0.13
CGUS Cap Group Core Equity Add +8.3% 1.40% +0.12
VRTX Vertex Pharmaceuticals Inc. New 0.12% +0.12
HSY The Hershey Co. Add +57.8% 0.26% +0.11
HD Home Depot Inc. Add +770.4% 0.12% +0.11
REGN Regeneron Pharmaceuticals Add +21.5% 0.69% +0.09
SHOP Shopify Inc. Class A Add +181.2% 0.13% +0.08
ETN Eaton Corp. PLC New 0.08% +0.08
FCX Freeport-McMoran Inc. Add +58.7% 0.19% +0.08
URI United Rentals Inc. Add +91.8% 0.16% +0.07
BMY Bristol-Myers Squibb Co. Add +2.1% 0.50% +0.07
COP Conocophillips Add +0.3% 0.60% +0.07
NKE Nike Inc. Class B Add +598.6% 0.08% +0.07
TSM Taiwan Semiconductor-SP ADR Add +17.1% 1.57% +0.07
DAY Dayforce Inc. New 0.06% +0.06
IJR iShares Core S&P Small-Cap E Add +209.3% 0.09% +0.06
MDY State Street SPDR S&P Midcap Add +1286.9% 0.06% +0.06
CNI Canadian Natl Railway Co. Add +28.7% 0.24% +0.06
NFLX Netflix Inc. Add +10.7% 0.30% +0.06

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 260$7.1BCGGR, CGGO, CGDV, GOOG, CGGE
Q1 2026 240$5.9BCGGR, CGGO, CGDV, GOOG, GOOGL
Q4 2025 286$6.3BCGGR, CGGO, CGDV, GOOG, GOOGL
Q3 2025 280$6.0BCGGR, CGGO, CGDV, GOOG, GOOGL
Q2 2025 279$11.5BCGGR, AVGO, CGGO, MSFT, CGDV
Q1 2025 275$10.2BCGGR, CGGO, MSFT, AVGO, GOOG
Q4 2024 271$10.9BCGGR, AVGO, CGGO, MSFT, GOOG
Q3 2024 265$10.5BCGGR, CGGO, AVGO, MSFT, GOOG
Q2 2024 264$10.0BCGGR, AVGO, MSFT, CGGO, GOOG
Q1 2024 254$9.8BCGGR, MSFT, AVGO, CGGO, GOOG