Capital Group Private Client Services, Inc. Portfolio Holdings

Capital Group Private Client Services, Inc.

  • $9.55 Billion
  • Q1 2025

Capital Group Private Client Services, Inc. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $9.55 Billion distributed in 275 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 $748M, Capital Group Global Growth Eq with a value of $501M, Microsoft Corp with a value of $373M, Broadcom Inc. with a value of $372M, and Alphabet Inc. with a value of $322M.

Examining the 13F form we can see an decrease of $676M in the current position value, from $10.2B to 9.55B.

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 $9.55 Billion
ETFs: $1.9 Billion
Technology: $1.7 Billion
Industrials: $1.17 Billion
Financial Services: $1.17 Billion
Communication Services: $874 Million
Healthcare: $852 Million
Consumer Cyclical: $687 Million
Utilities: $385 Million
Other: $673 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$37.2B
$501,000 0.01% of portfolio
1,856
Q1 2025 Reduced 95.53%
$442B
$798,000 0.01% of portfolio
1
Q4 2022 Reduced 50.0%
$7.36B
$1.39 Million 0.01% of portfolio
10,000
Q3 2021 New
$0
$930,000 0.01% of portfolio
31,959
Q1 2025 Added 74.32%
$0
$725,000 0.01% of portfolio
9,086
Q1 2025 Added 202.87%
$0
$1 Million 0.01% of portfolio
5,505
Q1 2025 Added 81.09%
$0
$1.01 Million 0.01% of portfolio
17,255
Q1 2025 Reduced 49.99%
$0
$552,000 0.01% of portfolio
5,000
Q2 2024 New
$323B
$562,000 0.01% of portfolio
4,252
Q4 2021 Reduced 44.47%
$0
$1 Million 0.01% of portfolio
2,707
Q1 2025 Reduced 0.22%
$35.4B
$1.09 Million 0.01% of portfolio
56,139
Q1 2025 New
$0
$860,000 0.01% of portfolio
7,422
Q1 2025 New
$0
$516,000 0.01% of portfolio
2,989
Q1 2025 Reduced 0.13%
$0
$797,000 0.01% of portfolio
10,188
Q1 2025 Added 163.39%
$19.2B
$1.34 Million 0.01% of portfolio
22,790
Q1 2025 Reduced 95.91%
$0
$669,000 0.01% of portfolio
5,318
Q1 2025 Added 0.17%
$36.4B
$703,000 0.01% of portfolio
7,861
Q1 2025 Reduced 98.32%
$0
$709,000 0.01% of portfolio
7,648
Q1 2025 Added 54.94%
$0
$867,000 0.01% of portfolio
6,459
Q1 2025 Reduced 2.15%
$27.9B
$896,000 0.01% of portfolio
4,979
Q1 2025 Reduced 9.13%
$0
$833,000 0.01% of portfolio
16,188
Q1 2025 Added 81.74%
$0
$710,000 0.01% of portfolio
5,238
Q1 2025 Added 0.42%
$77.1B
$498,000 0.01% of portfolio
2,782
Q1 2025 Reduced 96.53%
$0
$807,000 0.01% of portfolio
4,289
Q1 2025 Reduced 0.95%
$0
$535,000 0.01% of portfolio
7,079
Q1 2025 Added 0.61%
$0
$1.12 Million 0.01% of portfolio
4,395
Q1 2025 Added 0.07%
$0
$504,000 0.01% of portfolio
3,340
Q1 2025 Reduced 1.1%
Atlassian Corporation
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 28.06%
$84.4B
$231,000 0.0% of portfolio
3,418
Q1 2025 New
$193B
$281,000 0.0% of portfolio
734
Q1 2025 Reduced 95.98%
$0
$300,000 0.0% of portfolio
2,988
Q1 2025 Added 1.22%
Capital Group Global Equity
-
$0 0.0% of portfolio
-
Q1 2025 Added 41.19%
Veralto Corp
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 60.08%
Capital Group Conservative E
-
$0 0.0% of portfolio
-
Q1 2025 Added 39.58%
$46.9B
$367,000 0.0% of portfolio
5,068
Q1 2025 Reduced 1.95%
$0
$439,000 0.0% of portfolio
6,918
Q4 2024 Added 0.52%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 5.85%
$92.6B
$231,000 0.0% of portfolio
6,843
Q1 2025 New
$11.8B
$236,000 0.0% of portfolio
1,250
Q1 2025 Reduced 97.56%
Flutter Entmt PLC
-
$0 0.0% of portfolio
-
Q1 2025 Added 41.57%
$88.9B
$332,000 0.0% of portfolio
715
Q3 2024 Reduced 2.05%
Linde PLC
-
$0 0.0% of portfolio
-
Q1 2025 Added 3.88%
America Movil Sab De Cv
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 4.51%
$0
$378,000 0.0% of portfolio
6,387
Q1 2025 Added 0.2%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 15.3%
$0
$201,000 0.0% of portfolio
2,881
Q1 2025 New
$25.1B
$259,000 0.0% of portfolio
2,951
Q1 2025 Reduced 40.71%
Capital Group Equity ETF Tr
-
$0 0.0% of portfolio
-
Q1 2025 New
Capital Group International
-
$0 0.0% of portfolio
-
Q1 2025 Added 28.02%

Summary

  • Portfolio
  • No. of Stocks 275
  • Current Value $9.55 Billion
  • Prior Value $10.2 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 113 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 132 stocks
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