Capital Group Private Client Services, Inc. Top Holdings and 13F Report (2025)

About Capital Group Private Client Services, Inc.

Investment Activity

Capital Group Private Client Services, Inc. has $10.24 billion in total holdings as of December 31, 2024.
Capital Group Private Client Services, Inc. owns shares of 275 different stocks, but just 67 companies or ETFs make up 80% of its holdings.
Approximately 10.07% of the portfolio was purchased this quarter.
About 12.05% of the portfolio was sold this quarter.
This quarter, Capital Group Private Client Services, Inc. has purchased 271 new stocks and bought additional shares in 113 stocks.
Capital Group Private Client Services, Inc. sold shares of 132 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Capital Group Growth ETF: $747,580,744
Capital Group Global Growth Equity ETF: $501,188,039
Microsoft: $373,375,330
Broadcom: $371,866,495
Alphabet: $321,659,414

Largest New Holdings this Quarter

526107107 - Lennox International: $28,905,178 Holding
009158106 - Air Products and Chemicals: $15,270,368 Holding
92532F100 - Vertex Pharmaceuticals: $12,426,906 Holding
G29183103 - Eaton: $8,499,309 Holding
15677J108 - Ceridian HCM: $6,490,262 Holding

Largest Purchases this Quarter

GE Aerospace: 418,409 shares (about $83.74M)
Capital Group Growth ETF: 1,731,520 shares (about $59.30M)
Mondelez International: 866,060 shares (about $58.76M)
Paychex: 328,403 shares (about $50.67M)
Capital Group Global Growth Equity ETF: 1,683,178 shares (about $47.68M)

Largest Sales this Quarter

iShares MSCI ACWI ETF: 1,547,692 shares (about $180.14M)
Hilton Worldwide: 238,658 shares (about $54.31M)
Wells Fargo & Company: 691,581 shares (about $49.65M)
Axon Enterprise: 88,132 shares (about $46.35M)
Visa: 121,018 shares (about $42.41M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
CGGR Capital Group Growth ETF	$747,580,744	$59,304,568 ▲	8.6%	21,827,172	7.3%	ETF
CGGO Capital Group Global Growth Equity ETF	$501,188,039	$47,684,441 ▲	10.5%	17,691,068	4.9%	ETF
MSFT Microsoft	$373,375,330	$9,443,687 ▲	2.6%	994,633	3.6%	Computer and Technology
AVGO Broadcom	$371,866,495	$38,423,840 ▼	-9.4%	2,221,027	3.6%	Computer and Technology
GOOG Alphabet	$321,659,414	$2,913,377 ▲	0.9%	2,058,884	3.1%	Computer and Technology
CGDV Capital Group Dividend Value ETF	$293,041,967	$30,564,228 ▲	11.6%	8,222,276	2.9%	ETF
AAPL Apple	$279,031,969	$17,263,946 ▲	6.6%	1,256,165	2.7%	Computer and Technology
AMZN Amazon.com	$202,927,548	$30,579,354 ▲	17.7%	1,066,580	2.0%	Retail/Wholesale
GOOGL Alphabet	$198,585,958	$2,403,416 ▼	-1.2%	1,284,182	1.9%	Computer and Technology
MMC Marsh & McLennan Companies	$187,330,779	$6,282,550 ▼	-3.2%	767,655	1.8%	Finance
GE GE Aerospace	$183,806,752	$83,744,561 ▲	83.7%	918,345	1.8%	Industrials
V Visa	$182,596,042	$42,411,985 ▼	-18.8%	521,018	1.8%	Business Services
JPM JPMorgan Chase & Co.	$181,387,991	$7,322,693 ▲	4.2%	739,454	1.8%	Finance
META Meta Platforms	$178,206,477	$34,520,506 ▲	24.0%	309,193	1.7%	Computer and Technology
PM Philip Morris International	$172,094,453	$5,706,027 ▲	3.4%	1,084,196	1.7%	Consumer Staples
TSM Taiwan Semiconductor Manufacturing	$160,663,266	$23,447,002 ▲	17.1%	967,851	1.6%	Computer and Technology
CGUS Capital Group Core Equity ETF	$143,250,085	$10,923,672 ▲	8.3%	4,288,924	1.4%	ETF
ABT Abbott Laboratories	$141,959,720	$12,395,607 ▼	-8.0%	1,070,183	1.4%	Medical
UNH UnitedHealth Group	$132,767,854	$3,780,947 ▼	-2.8%	253,495	1.3%	Medical
LINDE PLC	$120,821,826	$4,516,704 ▲	3.9%	259,475	1.2%	SHS
CEG Constellation Energy	$120,394,279	$10,646,906 ▲	9.7%	597,103	1.2%	Energy
GE VERNOVA INC	$111,071,854	$14,741,361 ▲	15.3%	363,836	1.1%	COM
NOC Northrop Grumman	$101,874,834	$2,364,467 ▼	-2.3%	198,970	1.0%	Aerospace
RCL Royal Caribbean Cruises	$98,168,477	$1,105,473 ▼	-1.1%	477,845	1.0%	Consumer Discretionary
CAPITAL GROUP DIVIDEND GROWE	$93,757,891	$7,389,642 ▲	8.6%	3,034,236	0.9%	SHS ETF
ABBV AbbVie	$92,970,519	$3,791,474 ▼	-3.9%	443,731	0.9%	Medical
LLY Eli Lilly and Company	$91,636,387	$19,035,578 ▲	26.2%	110,952	0.9%	Medical
MA Mastercard	$89,870,851	$26,664,942 ▲	42.2%	163,962	0.9%	Business Services
TDG TransDigm Group	$82,170,063	$3,415,338 ▼	-4.0%	59,402	0.8%	Aerospace
KLAC KLA	$81,467,232	$36,694,244 ▼	-31.1%	119,840	0.8%	Computer and Technology
CGXU Capital Group International Focus Equity ETF	$77,681,876	$2,250,691 ▼	-2.8%	3,173,279	0.8%	ETF
RTX RTX	$77,654,274	$6,091,040 ▲	8.5%	586,247	0.8%	Aerospace
DHR Danaher	$75,819,328	$1,722,412 ▲	2.3%	369,850	0.7%	Medical
AON AON	$73,929,059	$3,274,934 ▼	-4.2%	185,244	0.7%	Finance
FDX FedEx	$73,040,145	$5,844,869 ▼	-7.4%	299,615	0.7%	Transportation
ATO Atmos Energy	$70,627,911	$45,581,004 ▲	182.0%	456,902	0.7%	Utilities
REGN Regeneron Pharmaceuticals	$70,400,798	$12,476,572 ▲	21.5%	111,002	0.7%	Medical
AJG Arthur J. Gallagher & Co.	$69,977,128	$2,212,991 ▼	-3.1%	202,691	0.7%	Finance
NOW ServiceNow	$69,849,343	$11,610,110 ▼	-14.3%	87,735	0.7%	Computer and Technology
MDLZ Mondelez International	$69,647,209	$58,762,169 ▲	539.8%	1,026,488	0.7%	Consumer Staples
IR Ingersoll Rand	$69,412,900	$1,437,099 ▲	2.1%	867,336	0.7%	Industrials
HLT Hilton Worldwide	$66,258,464	$54,306,628 ▼	-45.0%	291,182	0.6%	Consumer Discretionary
CRM Salesforce	$66,085,529	$695,052 ▲	1.1%	246,257	0.6%	Computer and Technology
MELI MercadoLibre	$65,217,584	$3,494,008 ▼	-5.1%	33,430	0.6%	Retail/Wholesale
ACN Accenture	$65,099,657	$8,448,171 ▼	-11.5%	208,626	0.6%	Computer and Technology
COP ConocoPhillips	$61,925,418	$211,930 ▲	0.3%	589,654	0.6%	Energy
AMGN Amgen	$61,005,540	$39,982,458 ▲	190.2%	195,813	0.6%	Medical
DB Deutsche Bank Aktiengesellschaft	$59,484,697	$26,160,667 ▲	78.5%	2,520,743	0.6%	Finance
AME AMETEK	$58,266,970	$15,714,830 ▼	-21.2%	338,486	0.6%	Computer and Technology
WELL Welltower	$56,571,720	$10,186,014 ▲	22.0%	369,243	0.6%	Finance
PAYX Paychex	$56,289,984	$50,666,015 ▲	900.9%	364,856	0.5%	Business Services
CGSD Capital Group Short Duration Income ETF	$56,047,513	$604,006 ▲	1.1%	2,171,542	0.5%	ETF
WCN Waste Connections	$52,861,692	$38,902,108 ▼	-42.4%	270,822	0.5%	Business Services
CNP CenterPoint Energy	$52,284,618	$1,844,106 ▼	-3.4%	1,443,131	0.5%	Utilities
CAPITAL GROUP GLOBAL EQUITY	$51,168,096	$14,928,771 ▲	41.2%	1,978,658	0.5%	SHS
BMY Bristol-Myers Squibb	$50,860,476	$1,055,920 ▲	2.1%	833,915	0.5%	Medical
TRP TC Energy	$50,777,584	$16,240,497 ▼	-24.2%	1,075,245	0.5%	Energy
SPGI S&P Global	$50,442,136	$424,772 ▼	-0.8%	99,276	0.5%	Business Services
TSCO Tractor Supply	$49,613,307	$3,373,938 ▼	-6.4%	900,423	0.5%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$48,783,901	$2,709,332 ▲	5.9%	94,927	0.5%	ETF
ETR Entergy	$48,498,392	$1,265,765 ▼	-2.5%	567,299	0.5%	Utilities
CAPITAL GROUP CONSERVATIVE E	$48,228,048	$13,675,588 ▲	39.6%	1,778,648	0.5%	SHS
TFC Truist Financial	$43,581,718	$14,325,015 ▲	49.0%	1,059,094	0.4%	Finance
TXN Texas Instruments	$43,154,416	$15,160,391 ▲	54.2%	240,147	0.4%	Computer and Technology
SRE Sempra	$41,471,729	$1,132,198 ▲	2.8%	581,162	0.4%	Utilities
BGNE BeiGene	$41,412,298	$1,943,566 ▼	-4.5%	152,156	0.4%	Medical
CHTR Charter Communications	$40,711,651	$11,286,639 ▼	-21.7%	110,470	0.4%	Consumer Discretionary
HEI HEICO	$39,681,495	$1,020,934 ▼	-2.5%	148,514	0.4%	Aerospace
TEAM Atlassian	$39,600,084	$15,448,676 ▼	-28.1%	186,608	0.4%	Computer and Technology
TMUS T-Mobile US	$39,054,879	$1,163,122 ▼	-2.9%	146,432	0.4%	Computer and Technology
CMG Chipotle Mexican Grill	$37,127,655	$12,170,811 ▼	-24.7%	739,447	0.4%	Retail/Wholesale
ELV Elevance Health	$36,200,794	$11,510,328 ▲	46.6%	83,228	0.4%	Medical
CARR Carrier Global	$35,509,516	$22,410,632 ▼	-38.7%	560,087	0.3%	Computer and Technology
PGR Progressive	$35,363,515	$7,644,383 ▲	27.6%	124,955	0.3%	Finance
AWI Armstrong World Industries	$33,802,747	$1,689,856 ▼	-4.8%	239,940	0.3%	Construction
RYAAY Ryanair	$33,419,592	$2,260,312 ▲	7.3%	788,756	0.3%	Transportation
CSX CSX	$32,473,721	$1,632,071 ▼	-4.8%	1,103,422	0.3%	Transportation
NFLX Netflix	$31,225,767	$3,008,342 ▲	10.7%	33,485	0.3%	Consumer Discretionary
MAR Marriott International	$29,719,738	$633,612 ▼	-2.1%	124,768	0.3%	Consumer Discretionary
HON Honeywell International	$29,617,261	$1,906,385 ▼	-6.0%	139,869	0.3%	Multi-Sector Conglomerates
EA Electronic Arts	$29,378,459	$13,310,436 ▼	-31.2%	203,283	0.3%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$28,905,858	$4,675,372 ▼	-13.9%	51,674	0.3%	Finance
LII Lennox International	$28,905,178	$28,905,178 ▲	New Holding	51,540	0.3%	Construction
MU Micron Technology	$28,331,353	$13,893,798 ▲	96.2%	326,060	0.3%	Computer and Technology
HEI.A HEICO	$28,246,351	$1,755,270 ▼	-5.9%	133,888	0.3%	Aerospace
COST Costco Wholesale	$27,838,089	$1,021,442 ▼	-3.5%	29,434	0.3%	Retail/Wholesale
CME CME Group	$27,608,200	$1,152,154 ▼	-4.0%	104,068	0.3%	Finance
YUM Yum! Brands	$27,199,755	$798,919 ▼	-2.9%	172,850	0.3%	Retail/Wholesale
AMX América Móvil	$27,115,194	$1,280,227 ▼	-4.5%	1,906,835	0.3%	Computer and Technology
HSY Hershey	$27,033,173	$9,897,677 ▲	57.8%	158,061	0.3%	Consumer Staples
ADI Analog Devices	$26,932,827	$16,810,405 ▼	-38.4%	133,549	0.3%	Computer and Technology
CAPITAL GROUP NEW GEOGRAPHY	$26,373,306	$12,658,230 ▲	92.3%	1,048,223	0.3%	SHS
RACE Ferrari	$26,348,499	$767,469 ▼	-2.8%	62,106	0.3%	Auto/Tires/Trucks
ARMK Aramark	$26,316,391	$17,775,384 ▲	208.1%	762,352	0.3%	Business Services
JKHY Jack Henry & Associates	$25,857,659	$4,738,660 ▼	-15.5%	141,608	0.3%	Computer and Technology
CNI Canadian National Railway	$24,746,172	$5,524,838 ▲	28.7%	254,210	0.2%	Transportation
CHD Church & Dwight	$24,622,619	$21,798 ▼	-0.1%	223,659	0.2%	Consumer Staples
AZN AstraZeneca	$23,524,804	$9,817,112 ▼	-29.4%	320,065	0.2%	Medical
KKR KKR & Co. Inc.	$23,222,234	$2,395,555 ▲	11.5%	200,867	0.2%	Finance
ACGL Arch Capital Group	$23,107,437	$16,225,085 ▲	235.7%	240,252	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Capital Group Private Client Services, Inc. Top Holdings and 13F Report (2025)

About Capital Group Private Client Services, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Capital Group Private Client Services, Inc. Top Holdings and 13F Report (2025)

About Capital Group Private Client Services, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCapital Group Private Client Services, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools