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 ETFs Only

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%
$0
$468 Million 4.57% of portfolio
16,007,890
Q4 2024 Added 6.31%
$0
$260 Million 2.54% of portfolio
7,364,694
Q4 2024 Added 7.87%
$0
$189 Million 1.85% of portfolio
1,608,528
Q4 2024 Added 21,865.42%
$0
$139 Million 1.35% of portfolio
3,961,868
Q4 2024 Added 5.42%
$0
$80.6 Million 0.79% of portfolio
3,265,219
Q4 2024 Added 4.06%
$0
$48.3 Million 0.47% of portfolio
89,655
Q4 2024 Added 3.92%
$0
$35.2 Million 0.34% of portfolio
60,032
Q4 2024 Added 40.24%
$0
$22 Million 0.21% of portfolio
290,687
Q4 2024 Added 653.8%
$46.2B
$17 Million 0.17% of portfolio
343,322
Q4 2024 Added 6.04%
$0
$16.3 Million 0.16% of portfolio
561,406
Q4 2024 Added 1.44%
$0
$13.1 Million 0.13% of portfolio
168,148
Q1 2024 Reduced -0.0%
$0
$11.7 Million 0.11% of portfolio
338,529
Q4 2024 Added 12.39%
$0
$10.3 Million 0.1% of portfolio
35,680
Q4 2024 Added 7.68%
$0
$9.96 Million 0.1% of portfolio
41,431
Q4 2024 Added 6.55%
$0
$8.11 Million 0.08% of portfolio
13,783
Q4 2024 Added 42.74%
$0
$5.13 Million 0.05% of portfolio
58,062
Q4 2024 Reduced 0.23%
$0
$5.52 Million 0.05% of portfolio
56,905
Q4 2024 Added 0.34%
$0
$4.3 Million 0.04% of portfolio
13,357
Q4 2024 Reduced 5.59%
$0
$3.98 Million 0.04% of portfolio
18,028
Q4 2024 Added 0.27%
$0
$3.81 Million 0.04% of portfolio
71,012
Q4 2024 Added 3.85%
$0
$2.82 Million 0.03% of portfolio
127,031
Q4 2024 Added 8.44%
$0
$3.51 Million 0.03% of portfolio
56,306
Q4 2024 Added 22.2%
$0
$2.92 Million 0.03% of portfolio
50,420
Q4 2024 New
$0
$2.78 Million 0.03% of portfolio
40,775
Q4 2024 New
$0
$3.3 Million 0.03% of portfolio
28,682
Q4 2024 Added 134.22%
$0
$2.45 Million 0.02% of portfolio
27,526
Q4 2024 Added 2.0%
$0
$1.66 Million 0.02% of portfolio
39,641
Q4 2024 Added 1.02%
$0
$1.69 Million 0.02% of portfolio
4,916
Q4 2024 Added 0.24%
$91.9B
$1.56 Million 0.02% of portfolio
6,431
Q4 2024 Reduced 0.95%
$0
$1.82 Million 0.02% of portfolio
4,525
Q4 2024 Reduced 3.46%
$0
$2.01 Million 0.02% of portfolio
34,500
Q1 2024 Reduced 9.18%
$0
$1.94 Million 0.02% of portfolio
22,206
Q4 2024 Added 1.42%
$0
$1.74 Million 0.02% of portfolio
39,424
Q4 2024 Added 31.68%
$0
$2.3 Million 0.02% of portfolio
4,505
Q4 2024 Reduced 16.76%
$0
$1.26 Million 0.01% of portfolio
4,392
Q4 2024 Added 0.23%
$0
$842,000 0.01% of portfolio
12,417
Q2 2024 New
$0
$1.39 Million 0.01% of portfolio
10,872
Q4 2024 Added 0.43%
$0
$1 Million 0.01% of portfolio
20,921
Q4 2024 Added 38.59%
$0
$733,000 0.01% of portfolio
10,718
Q4 2024 New
$0
$554,000 0.01% of portfolio
3,377
Q4 2024 Added 0.96%
$0
$1.52 Million 0.01% of portfolio
25,790
Q3 2024 Added 14.56%
$0
$553,000 0.01% of portfolio
3,040
Q4 2024 Added 0.16%
$0
$801,000 0.01% of portfolio
4,330
Q4 2024 Added 26.91%
$0
$945,000 0.01% of portfolio
7,458
Q4 2024 Added 0.05%
$0
$1.46 Million 0.01% of portfolio
58,917
Q3 2024 Reduced 0.61%
$0
$689,000 0.01% of portfolio
5,216
Q4 2024 Added 38.95%
$0
$866,000 0.01% of portfolio
6,601
Q4 2024 Reduced 0.03%
$0
$550,000 0.01% of portfolio
5,000
Q2 2024 New

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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