Capital Group Private Client Services, Inc. Portfolio Holdings

Capital Group Private Client Services, Inc.

  • $10.2 Billion
  • Q4 2024

Capital Group Private Client Services, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $10.2 Billion distributed in 271 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Growth ETF Shs C with a value of $747M, Broadcom Inc. with a value of $568M, Capital Group Global Growth Eq with a value of $468M, Microsoft Corp with a value of $409M, and Alphabet Inc. with a value of $389M.

Examining the 13F form we can see an increase of $293M in the current position value, from $9.94B to 10.2B.

Capital Group Private Client Services, Inc. is based out at Los Angeles, CA

Below you can find more details about Capital Group Private Client Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $10.2 Billion
Technology: $2.09 Billion
ETFs: $2.02 Billion
Financial Services: $1.23 Billion
Industrials: $1.21 Billion
Communication Services: $1.01 Billion
Healthcare: $785 Million
Consumer Cyclical: $781 Million
Utilities: $382 Million
Other: $586 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$747 Million 7.3% of portfolio
20,095,652
Q4 2024 Added 3.69%
$75.9B
$568 Million 5.55% of portfolio
2,450,519
Q4 2024 Reduced 2.61%
$0
$468 Million 4.57% of portfolio
16,007,890
Q4 2024 Added 6.31%
$2.9T
$409 Million 3.99% of portfolio
969,476
Q4 2024 Reduced 1.39%
$1.05T
$389 Million 3.8% of portfolio
2,040,236
Q4 2024 Added 2.18%
$3.79T
$295 Million 2.88% of portfolio
1,178,445
Q4 2024 Added 2.27%
$0
$260 Million 2.54% of portfolio
7,364,694
Q4 2024 Added 7.87%
$1.02T
$246 Million 2.41% of portfolio
1,299,724
Q4 2024 Reduced 0.75%
$576B
$203 Million 1.98% of portfolio
642,036
Q4 2024 Reduced 11.21%
$2.08T
$199 Million 1.94% of portfolio
905,856
Q4 2024 Added 22.89%
$0
$189 Million 1.85% of portfolio
1,608,528
Q4 2024 Added 21,865.42%
$734B
$170 Million 1.66% of portfolio
709,602
Q4 2024 Reduced 4.61%
$117B
$169 Million 1.65% of portfolio
793,400
Q4 2024 Added 1.03%
$933B
$163 Million 1.6% of portfolio
826,604
Q4 2024 Added 0.88%
$1.44T
$147 Million 1.44% of portfolio
249,299
Q4 2024 Reduced 0.38%
$0
$139 Million 1.35% of portfolio
3,961,868
Q4 2024 Added 5.42%
$241B
$132 Million 1.29% of portfolio
1,163,629
Q4 2024 Reduced 15.82%
$70.2B
$131 Million 1.28% of portfolio
529,840
Q4 2024 Reduced 3.05%
$239B
$126 Million 1.23% of portfolio
1,048,248
Q4 2024 Reduced 2.15%
$75.7B
$122 Million 1.2% of portfolio
544,299
Q4 2024 Added 6.08%
$57.9B
$111 Million 1.09% of portfolio
483,226
Q4 2024 Added 6.32%
$99.1B
$110 Million 1.07% of portfolio
173,818
Q4 2024 Reduced 4.33%
$183B
$108 Million 1.06% of portfolio
102,318
Q4 2024 Reduced 3.45%
$71.4B
$95.5 Million 0.93% of portfolio
203,588
Q4 2024 Reduced 2.36%
$64.5B
$91 Million 0.89% of portfolio
323,591
Q4 2024 Reduced 2.45%
$217B
$83.4 Million 0.82% of portfolio
499,936
Q4 2024 Reduced 1.82%
$150B
$83 Million 0.81% of portfolio
361,448
Q4 2024 Reduced 3.77%
$218B
$82.9 Million 0.81% of portfolio
235,700
Q4 2024 Reduced 0.8%
$287B
$81.5 Million 0.8% of portfolio
243,667
Q4 2024 Reduced 1.1%
$367B
$82.1 Million 0.8% of portfolio
461,827
Q4 2024 Reduced 2.99%
$49B
$80.7 Million 0.79% of portfolio
470,126
Q4 2024 Reduced 2.35%
$0
$80.6 Million 0.79% of portfolio
3,265,219
Q4 2024 Added 4.06%
$73.2B
$78.4 Million 0.77% of portfolio
61,871
Q4 2024 Reduced 2.7%
$42.1B
$77.5 Million 0.76% of portfolio
429,777
Q4 2024 Reduced 2.98%
$32.8B
$76.8 Million 0.75% of portfolio
849,379
Q4 2024 Reduced 1.52%
$37.4B
$73.9 Million 0.72% of portfolio
124,371
Q4 2024 Reduced 3.84%
$83.7B
$69.5 Million 0.68% of portfolio
193,450
Q4 2024 Reduced 4.07%
$866B
$67.9 Million 0.66% of portfolio
87,904
Q4 2024 Reduced 2.19%
$45.5B
$66 Million 0.65% of portfolio
1,419,147
Q4 2024 Reduced 4.82%
$72.4B
$65.1 Million 0.64% of portfolio
91,330
Q4 2024 Reduced 17.64%
$189B
$62.5 Million 0.61% of portfolio
540,263
Q4 2024 Reduced 4.29%
$51.9B
$62.4 Million 0.61% of portfolio
913,567
Q4 2024 Reduced 3.34%
$529B
$60.7 Million 0.59% of portfolio
115,314
Q4 2024 Reduced 2.62%
$104B
$59.9 Million 0.59% of portfolio
35,221
Q4 2024 Reduced 8.53%
$70.9B
$59.4 Million 0.58% of portfolio
209,101
Q4 2024 Reduced 1.98%
$1.47B
$59.2 Million 0.58% of portfolio
981,845
Q4 2024 Reduced 2.16%
$115B
$58.3 Million 0.57% of portfolio
587,636
Q4 2024 Reduced 5.43%
$72.9B
$57.9 Million 0.57% of portfolio
300,450
Q4 2024 Reduced 1.72%
$156B
$56.3 Million 0.55% of portfolio
1,500,897
Q4 2024 Reduced 5.31%

Summary

  • Portfolio
  • No. of Stocks 271
  • Current Value $10.2 Billion
  • Prior Value $9.94 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 159 stocks
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