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 $10.87 billion in total holdings as of December 31, 2024.
Capital Group Private Client Services, Inc. owns shares of 271 different stocks, but just 70 companies or ETFs make up 80% of its holdings.
Approximately 6.29% of the portfolio was purchased this quarter.
About 4.04% of the portfolio was sold this quarter.
This quarter, Capital Group Private Client Services, Inc. has purchased 265 new stocks and bought additional shares in 79 stocks.
Capital Group Private Client Services, Inc. sold shares of 159 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Capital Group Growth ETF: $746,955,489
Broadcom: $568,128,299
Capital Group Global Growth Equity ETF: $467,750,618
Microsoft: $408,634,188
Alphabet: $388,542,504

Largest New Holdings this Quarter

049560105 - Atmos Energy: $22,566,197 Holding
427866108 - Hershey: $16,967,177 Holding
911363109 - United Rentals: $9,738,883 Holding
83671M105 - SOUTH BOW CORP: $5,586,046 Holding
31847R102 - First American Financial: $3,654,925 Holding

Largest Purchases this Quarter

iShares MSCI ACWI ETF: 1,601,205 shares (about $188.14M)
Tractor Supply: 758,774 shares (about $40.26M)
Amazon.com: 168,717 shares (about $37.01M)
CAPITAL GROUP DIVIDEND GROWE: 1,071,073 shares (about $31.75M)
Capital Group Global Growth Equity ETF: 949,472 shares (about $27.74M)

Largest Sales this Quarter

Visa: 81,026 shares (about $25.61M)
Abbott Laboratories: 218,745 shares (about $24.74M)
Constellation Brands: 108,587 shares (about $24.00M)
Dollar General: 216,666 shares (about $16.43M)
NIKE: 209,028 shares (about $15.82M)

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	$746,955,489	$26,574,361 ▲	3.7%	20,095,652	6.9%	ETF
AVGO Broadcom	$568,128,299	$15,211,949 ▼	-2.6%	2,450,519	5.2%	Computer and Technology
CGGO Capital Group Global Growth Equity ETF	$467,750,618	$27,743,576 ▲	6.3%	16,007,890	4.3%	ETF
MSFT Microsoft	$408,634,188	$5,780,873 ▼	-1.4%	969,476	3.8%	Computer and Technology
GOOG Alphabet	$388,542,504	$8,278,045 ▲	2.2%	2,040,236	3.6%	Computer and Technology
AAPL Apple	$295,106,240	$6,561,506 ▲	2.3%	1,178,445	2.7%	Computer and Technology
CGDV Capital Group Dividend Value ETF	$259,679,168	$18,952,713 ▲	7.9%	7,364,694	2.4%	ETF
GOOGL Alphabet	$246,037,819	$1,854,194 ▼	-0.7%	1,299,724	2.3%	Computer and Technology
V Visa	$202,909,123	$25,607,465 ▼	-11.2%	642,036	1.9%	Business Services
AMZN Amazon.com	$198,735,791	$37,014,831 ▲	22.9%	905,856	1.8%	Retail/Wholesale
ACWI iShares MSCI ACWI ETF	$189,002,016	$188,141,564 ▲	21,865.4%	1,608,528	1.7%	Manufacturing
JPM JPMorgan Chase & Co.	$170,098,622	$8,217,495 ▼	-4.6%	709,602	1.6%	Finance
MMC Marsh & McLennan Companies	$168,526,032	$1,723,069 ▲	1.0%	793,400	1.6%	Finance
TSM Taiwan Semiconductor Manufacturing	$163,246,024	$1,422,323 ▲	0.9%	826,604	1.5%	Computer and Technology
META Meta Platforms	$145,967,057	$559,162 ▼	-0.4%	249,299	1.3%	Computer and Technology
CGUS Capital Group Core Equity ETF	$138,546,536	$7,125,768 ▲	5.4%	3,961,868	1.3%	ETF
UNH UnitedHealth Group	$131,884,637	$989,967 ▼	-0.7%	260,714	1.2%	Medical
ABT Abbott Laboratories	$131,618,030	$24,742,238 ▼	-15.8%	1,163,629	1.2%	Medical
HLT Hilton Worldwide	$130,955,254	$4,117,933 ▼	-3.0%	529,840	1.2%	Consumer Discretionary
PM Philip Morris International	$126,156,663	$2,769,615 ▼	-2.1%	1,048,248	1.2%	Consumer Staples
CEG Constellation Energy	$121,765,575	$6,982,238 ▲	6.1%	544,299	1.1%	Energy
RCL Royal Caribbean Cruises	$111,475,406	$6,630,261 ▲	6.3%	483,226	1.0%	Consumer Discretionary
KLAC KLA	$109,526,198	$4,962,825 ▼	-4.3%	173,818	1.0%	Computer and Technology
NOW ServiceNow	$108,469,358	$3,878,979 ▼	-3.5%	102,318	1.0%	Computer and Technology
LINDE PLC	$104,573,197	$7,640,720 ▼	-6.8%	249,775	1.0%	SHS
GE VERNOVA INC	$103,793,204	$14,549,890 ▲	16.3%	315,548	1.0%	COM
NOC Northrop Grumman	$95,542,000	$2,308,442 ▼	-2.4%	203,588	0.9%	Aerospace
FDX FedEx	$91,035,856	$2,283,837 ▼	-2.4%	323,591	0.8%	Transportation
GE GE Aerospace	$83,384,325	$1,549,979 ▼	-1.8%	499,936	0.8%	Industrials
DHR Danaher	$82,970,476	$3,248,136 ▼	-3.8%	361,448	0.8%	Medical
ACN Accenture	$82,916,903	$671,215 ▼	-0.8%	235,700	0.8%	Computer and Technology
CAPITAL GROUP DIVIDEND GROWE	$82,846,434	$31,746,602 ▲	62.1%	2,795,089	0.8%	SHS ETF
ABBV AbbVie	$82,066,658	$2,528,671 ▼	-3.0%	461,827	0.8%	Medical
CRM Salesforce	$81,465,188	$905,031 ▼	-1.1%	243,667	0.7%	Computer and Technology
WCN Waste Connections	$80,664,171	$1,941,255 ▼	-2.4%	470,126	0.7%	Business Services
CGXU Capital Group International Focus Equity ETF	$80,552,968	$3,146,338 ▲	4.1%	3,265,219	0.7%	ETF
TDG TransDigm Group	$78,407,762	$2,178,451 ▼	-2.7%	61,871	0.7%	Aerospace
AME AMETEK	$77,471,591	$2,376,007 ▼	-3.0%	429,777	0.7%	Computer and Technology
IR Ingersoll Rand	$76,834,824	$1,183,036 ▼	-1.5%	849,379	0.7%	Industrials
AXON Axon Enterprise	$73,916,173	$2,952,582 ▼	-3.8%	124,371	0.7%	Aerospace
AON AON	$69,479,530	$2,951,219 ▼	-4.1%	193,450	0.6%	Finance
LLY Eli Lilly and Company	$67,861,907	$1,516,208 ▼	-2.2%	87,904	0.6%	Medical
TRP TC Energy	$66,108,711	$3,348,043 ▼	-4.8%	1,419,147	0.6%	Energy
REGN Regeneron Pharmaceuticals	$65,057,099	$13,936,736 ▼	-17.6%	91,330	0.6%	Medical
TEAM Atlassian	$63,134,476	$493,818 ▼	-0.8%	259,407	0.6%	Computer and Technology
RTX RTX	$62,519,231	$2,800,887 ▼	-4.3%	540,263	0.6%	Aerospace
CARR Carrier Global	$62,360,083	$2,157,357 ▼	-3.3%	913,567	0.6%	Computer and Technology
MA Mastercard	$60,720,893	$1,630,787 ▼	-2.6%	115,314	0.6%	Business Services
MELI MercadoLibre	$59,891,197	$5,584,245 ▼	-8.5%	35,221	0.6%	Retail/Wholesale
AJG Arthur J. Gallagher & Co.	$59,353,391	$1,200,119 ▼	-2.0%	209,101	0.5%	Finance
CMG Chipotle Mexican Grill	$59,205,279	$1,308,933 ▼	-2.2%	981,845	0.5%	Retail/Wholesale
COP ConocoPhillips	$58,275,820	$3,344,506 ▼	-5.4%	587,636	0.5%	Energy
PNC The PNC Financial Services Group	$57,941,783	$1,015,548 ▼	-1.7%	300,450	0.5%	Finance
CMCSA Comcast	$56,328,680	$3,159,577 ▼	-5.3%	1,500,897	0.5%	Consumer Discretionary
CGSD Capital Group Short Duration Income ETF	$55,078,318	$689,844 ▼	-1.2%	2,148,140	0.5%	ETF
UAL United Airlines	$51,976,756	$2,476,050 ▲	5.0%	535,291	0.5%	Transportation
TSCO Tractor Supply	$51,025,467	$40,260,548 ▲	374.0%	961,656	0.5%	Retail/Wholesale
WFC Wells Fargo & Company	$50,187,534	$586,293 ▼	-1.2%	714,515	0.5%	Finance
SPGI S&P Global	$49,858,779	$386,471 ▼	-0.8%	100,112	0.5%	Business Services
SRE Sempra	$49,587,776	$718,690 ▼	-1.4%	565,296	0.5%	Utilities
CHTR Charter Communications	$48,363,409	$3,574,401 ▼	-6.9%	141,096	0.4%	Consumer Discretionary
VOO Vanguard S&P 500 ETF	$48,307,150	$1,823,338 ▲	3.9%	89,655	0.4%	ETF
CNP CenterPoint Energy	$47,405,588	$625,811 ▼	-1.3%	1,494,031	0.4%	Utilities
BMY Bristol-Myers Squibb	$46,187,009	$19,539,444 ▲	73.3%	816,602	0.4%	Medical
ADI Analog Devices	$46,083,636	$1,781,690 ▼	-3.7%	216,905	0.4%	Computer and Technology
STT State Street	$45,936,094	$711,195 ▼	-1.5%	468,019	0.4%	Finance
EIX Edison International	$44,460,900	$359,599 ▼	-0.8%	556,875	0.4%	Utilities
MSCI MSCI	$44,188,964	$1,185,020 ▼	-2.6%	73,647	0.4%	Finance
ETR Entergy	$44,135,201	$21,756,321 ▲	97.2%	582,105	0.4%	Utilities
EA Electronic Arts	$43,214,639	$487,910 ▼	-1.1%	295,384	0.4%	Consumer Discretionary
TOST Toast	$42,391,423	$448,116 ▼	-1.0%	1,163,002	0.4%	Computer and Technology
WELL Welltower	$38,156,717	$16,519,004 ▲	76.3%	302,759	0.4%	Finance
CSX CSX	$37,397,006	$1,165,948 ▼	-3.0%	1,158,878	0.3%	Transportation
HEI HEICO	$36,216,158	$129,331 ▼	-0.4%	152,335	0.3%	Aerospace
CAPITAL GROUP GLOBAL EQUITY	$35,744,082	$8,103,829 ▲	29.3%	1,401,366	0.3%	SHS
EQIX Equinix	$35,673,195	$1,790,543 ▼	-4.8%	37,834	0.3%	Finance
AWI Armstrong World Industries	$35,605,974	$341,453 ▼	-0.9%	251,935	0.3%	Construction
MAR Marriott International	$35,544,766	$2,898,466 ▲	8.9%	127,428	0.3%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$35,183,605	$10,094,656 ▲	40.2%	60,032	0.3%	Finance
CAPITAL GROUP CONSERVATIVE E	$33,819,736	$16,564,888 ▲	96.0%	1,274,293	0.3%	SHS
HON Honeywell International	$33,628,696	$2,250,542 ▼	-6.3%	148,872	0.3%	Multi-Sector Conglomerates
TMUS T-Mobile US	$33,284,539	$13,632,064 ▲	69.4%	150,793	0.3%	Computer and Technology
RYAAY Ryanair	$32,056,478	$2,345,883 ▼	-6.8%	735,409	0.3%	Transportation
ITT ITT	$31,098,689	$1,121,465 ▼	-3.5%	217,656	0.3%	Multi-Sector Conglomerates
CVX Chevron	$31,081,505	$8,592,633 ▼	-21.7%	214,592	0.3%	Energy
TFC Truist Financial	$30,842,182	$317,585 ▼	-1.0%	710,977	0.3%	Finance
AZN AstraZeneca	$29,721,927	$2,039,770 ▼	-6.4%	453,631	0.3%	Medical
BGNE BeiGene	$29,423,749	$4,359,525 ▼	-12.9%	159,297	0.3%	Medical
JKHY Jack Henry & Associates	$29,373,130	$588,833 ▼	-2.0%	167,559	0.3%	Computer and Technology
TXN Texas Instruments	$29,210,683	$469,713 ▼	-1.6%	155,782	0.3%	Computer and Technology
MS Morgan Stanley	$28,748,392	$409,847 ▼	-1.4%	228,670	0.3%	Finance
AMX América Móvil	$28,575,138	$4,374,424 ▼	-13.3%	1,996,865	0.3%	Computer and Technology
COST Costco Wholesale	$27,959,063	$112,701 ▼	-0.4%	30,514	0.3%	Retail/Wholesale
SAIA Saia	$27,453,631	$5,955,480 ▼	-17.8%	60,241	0.3%	Transportation
RACE Ferrari	$27,297,211	$724,338 ▼	-2.6%	63,915	0.3%	Auto/Tires/Trucks
NFLX Netflix	$26,970,452	$4,919,195 ▲	22.3%	30,259	0.2%	Consumer Discretionary
KKR KKR & Co. Inc.	$26,645,395	$7,980,928 ▲	42.8%	180,146	0.2%	Finance
HEI.A HEICO	$26,462,065	$1,143,089 ▼	-4.1%	142,208	0.2%	Aerospace
NVO Novo Nordisk A/S	$25,260,960	$2,234,110 ▼	-8.1%	293,664	0.2%	Medical
CME CME Group	$25,176,287	$1,111,221 ▼	-4.2%	108,411	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

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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