Capital Group Private Client Services, Inc. Top Holdings and 13F Report (2026)

About Capital Group Private Client Services, Inc.

Investment Activity

Capital Group Private Client Services, Inc. has $5.93 billion in total holdings as of March 31, 2026.
Capital Group Private Client Services, Inc. owns shares of 240 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
Approximately 10.30% of the portfolio was purchased this quarter.
About 11.32% of the portfolio was sold this quarter.
This quarter, Capital Group Private Client Services, Inc. has purchased 286 new stocks and bought additional shares in 81 stocks.
Capital Group Private Client Services, Inc. sold shares of 133 stocks and completely divested from 60 stocks this quarter.

Largest Holdings

Capital Group Growth ETF: $1,091,483,141
Capital Group Global Growth Equity ETF: $788,967,138
Capital Group Dividend Value ETF: $494,912,294
Alphabet: $250,425,911
Alphabet: $218,871,693

Largest New Holdings this Quarter

G0593M107 - AstraZeneca: $47,100,290 Holding
15135U109 - Cenovus Energy: $2,948,934 Holding
N72482156 - QIAGEN NV: $2,857,975 Holding
962879102 - Wheaton Precious Metals: $2,845,388 Holding
808524771 - Schwab Fundamental U.S. Large Company ETF: $2,493,191 Holding

Largest Purchases this Quarter

Capital Group Growth ETF: 3,131,880 shares (about $125.87M)
Capital Group Global Growth Equity ETF: 2,524,322 shares (about $84.24M)
Capital Group Dividend Value ETF: 1,481,360 shares (about $63.02M)
CAPITAL GROUP CONSERVATIVE E: 1,646,244 shares (about $49.07M)
AstraZeneca: 241,824 shares (about $47.10M)

Largest Sales this Quarter

Broadcom: 153,695 shares (about $47.57M)
Microsoft: 69,046 shares (about $25.56M)
Taiwan Semiconductor Manufacturing: 63,542 shares (about $21.47M)
Apple: 84,184 shares (about $21.37M)
Alphabet: 70,157 shares (about $20.13M)

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	$1,091,483,141	$125,870,274 â–²	13.0%	27,158,074	18.4%	ETF
CGGO Capital Group Global Growth Equity ETF	$788,967,138	$84,236,642 â–²	12.0%	23,643,002	13.3%	ETF
CGDV Capital Group Dividend Value ETF	$494,912,294	$63,017,068 â–²	14.6%	11,634,043	8.3%	ETF
GOOG Alphabet	$250,425,911	$20,125,237 â–¼	-7.4%	872,990	4.2%	Computer and Technology
GOOGL Alphabet	$218,871,693	$8,522,416 â–¼	-3.7%	761,134	3.7%	Computer and Technology
CAPITAL GROUP DIVIDEND GROWE	$213,156,932	$27,167,042 â–²	14.6%	5,937,518	3.6%	SHS ETF
CAPITAL GROUP GLOBAL EQUITY	$211,015,100	$45,915,407 â–²	27.8%	6,918,527	3.6%	SHS
CGUS Capital Group Core Equity ETF	$195,882,527	$15,304,649 â–²	8.5%	5,098,451	3.3%	ETF
CAPITAL GROUP CONSERVATIVE E	$160,341,230	$49,074,545 â–²	44.1%	5,378,772	2.7%	SHS
CGXU Capital Group International Focus Equity ETF	$105,325,923	$9,875,054 â–²	10.3%	3,571,580	1.8%	ETF
CAPITAL GROUP NEW GEOGRAPHY	$100,864,072	$17,157,891 â–²	20.5%	3,194,933	1.7%	SHS
AVGO Broadcom	$96,682,690	$47,570,200 â–¼	-33.0%	312,373	1.6%	Computer and Technology
VOO Vanguard S&P 500 ETF	$77,747,311	$1,719,751 â–²	2.3%	130,110	1.3%	ETF
CAPITAL GROUP INTERNATIONAL	$72,750,665	$18,359,035 â–²	33.8%	2,197,241	1.2%	SHS
MSFT Microsoft	$65,508,615	$25,558,758 â–¼	-28.1%	176,969	1.1%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$62,153,060	$21,474,019 â–¼	-25.7%	183,912	1.0%	Computer and Technology
CGSD Capital Group Short Duration Income ETF	$61,614,298	$1,087,539 â–²	1.8%	2,389,077	1.0%	ETF
AMZN Amazon.com	$57,657,050	$7,310,069 â–¼	-11.3%	276,838	1.0%	Retail/Wholesale
AAPL Apple	$53,462,640	$21,365,057 â–¼	-28.6%	210,657	0.9%	Computer and Technology
META Meta Platforms	$49,958,964	$9,521,960 â–¼	-16.0%	87,321	0.8%	Computer and Technology
AZNCF AstraZeneca	$47,100,290	$47,100,290 â–²	New Holding	241,824	0.8%	Medical
CGMU Capital Group Municipal Income ETF	$43,199,973	$952,368 â–²	2.3%	1,591,159	0.7%	ETF
CAPITAL GROUP INTERNATIONAL	$42,170,797	$6,846,825 â–²	19.4%	1,246,919	0.7%	SHS
IAU iShares Gold Trust	$40,402,935	$3,589,434 â–²	9.8%	458,291	0.7%	Finance
GE GE Aerospace	$39,255,607	$19,265,713 â–¼	-32.9%	138,336	0.7%	Aerospace
TOTALENERGIES SE	$38,283,937	$1,965,132 â–¼	-4.9%	409,367	0.6%	ACT
GE VERNOVA INC	$34,459,473	$16,894,106 â–¼	-32.9%	39,477	0.6%	COM
IVV iShares Core S&P 500 ETF	$34,128,664	$18,792,419 â–²	122.5%	52,247	0.6%	ETF
JPM JPMorgan Chase & Co.	$33,052,994	$17,103,051 â–¼	-34.1%	112,364	0.6%	Finance
SPY SPDR S&P 500 ETF Trust	$31,132,679	$3,124,909 â–¼	-9.1%	47,871	0.5%	Finance
KLAC KLA	$30,783,676	$12,303,458 â–¼	-28.6%	20,907	0.5%	Computer and Technology
PM Philip Morris International	$27,474,052	$12,151,994 â–¼	-30.7%	166,167	0.5%	Consumer Staples
NOC Northrop Grumman	$24,461,715	$10,885,821 â–¼	-30.8%	35,855	0.4%	Aerospace
CEG Constellation Energy	$24,381,317	$9,285,062 â–¼	-27.6%	87,310	0.4%	Energy
NVDA NVIDIA	$24,290,781	$75,515 â–²	0.3%	139,282	0.4%	Computer and Technology
V Visa	$22,007,606	$15,011,959 â–¼	-40.6%	72,815	0.4%	Business Services
CAPITAL GROUP EQUITY ETF TR	$21,687,711	$7,496,785 â–²	52.8%	738,682	0.4%	US SMALL AND MID
CAPITAL GRP FIXED INCM ETF T	$21,045,408	$573,929 â–²	2.8%	800,815	0.4%	SHORT DURATION M
LINDE PLC	$20,808,534	$7,891,507 â–¼	-27.5%	41,973	0.4%	SHS
MARSH & MCLENNAN COS INC	$20,511,503	$10,400,929 â–¼	-33.6%	118,256	0.3%	COM
WELL Welltower	$18,981,939	$2,025,539 â–¼	-9.6%	96,009	0.3%	Finance
AMGN Amgen	$18,820,808	$7,318,480 â–¼	-28.0%	53,491	0.3%	Medical
VTI Vanguard Total Stock Market ETF	$17,715,893	$1,189,893 â–¼	-6.3%	55,222	0.3%	ETF
RTX RTX	$17,504,903	$3,999,974 â–¼	-18.6%	90,746	0.3%	Aerospace
MU Micron Technology	$16,247,739	$7,372,344 â–¼	-31.2%	48,093	0.3%	Computer and Technology
VB Vanguard Small-Cap ETF	$15,805,371	$771,620 â–²	5.1%	60,344	0.3%	ETF
RCL Royal Caribbean Cruises	$15,714,429	$7,992,878 â–¼	-33.7%	57,106	0.3%	Consumer Discretionary
SPTS SPDR Portfolio Short Term Treasury ETF	$15,587,810	$175,080 â–¼	-1.1%	534,195	0.3%	ETF
ABT Abbott Laboratories	$15,043,516	$8,764,938 â–¼	-36.8%	146,523	0.3%	Medical
ATO Atmos Energy	$14,915,586	$4,775,751 â–¼	-24.3%	80,747	0.3%	Utilities
DFAC Dimensional U.S. Core Equity 2 ETF	$14,406,343	$12,193,226 â–²	551.0%	370,724	0.2%	ETF
LLY Eli Lilly and Company	$14,318,979	$5,883,769 â–¼	-29.1%	15,568	0.2%	Medical
VCSH Vanguard Short-Term Corporate Bond ETF	$14,122,822		0.0%	178,161	0.2%	ETF
IJR iShares Core S&P Small-Cap ETF	$13,599,530	$271,120 â–²	2.0%	109,400	0.2%	ETF
MDLZ Mondelez International	$12,602,410	$3,065,065 â–¼	-19.6%	218,640	0.2%	Consumer Staples
ABBV AbbVie	$12,537,429	$764,260 â–¼	-5.7%	57,646	0.2%	Medical
RYAAY Ryanair	$12,268,744	$2,415,809 â–¼	-16.5%	212,262	0.2%	Transportation
SHOPIFY INC	$12,216,911	$2,354,133 â–²	23.9%	102,992	0.2%	CL A SUB VTG SHS
CAPITAL GROUP EQUITY ETF TR	$11,505,790	$5,795,682 â–²	101.5%	430,123	0.2%	US LRG VALUE ETF
MA Mastercard	$11,351,276	$7,168,122 â–¼	-38.7%	22,718	0.2%	Business Services
VT Vanguard Total World Stock ETF	$11,310,285	$3,157,291 â–²	38.7%	81,769	0.2%	ETF
CGMS Capital Group U.S. Multi-Sector Income ETF	$11,281,292	$3,921 â–²	0.0%	414,296	0.2%	ETF
TDG Transdigm Group	$11,208,302	$5,047,271 â–¼	-31.0%	9,671	0.2%	Aerospace
CNP CenterPoint Energy	$10,669,497	$1,368,604 â–¼	-11.4%	247,208	0.2%	Utilities
CAPITAL GROUP CORE BALANCED	$10,247,654	$3,091,088 â–²	43.2%	297,810	0.2%	SHS
IR Ingersoll Rand	$9,989,922	$5,197,625 â–¼	-34.2%	124,687	0.2%	Industrials
IWM iShares Russell 2000 ETF	$9,974,266	$320,167 â–²	3.3%	40,219	0.2%	Finance
COP ConocoPhillips	$9,781,728	$4,489,188 â–¼	-31.5%	74,104	0.2%	Energy
BARRICK MNG CORP	$9,637,118	$2,782,906 â–¼	-22.4%	235,991	0.2%	COM SHS
CAPITAL GRP FIXED INCM ETF T	$9,552,789	$3,333,685 â–²	53.6%	377,282	0.2%	MUNICIPAL HIGH I
NOW ServiceNow	$9,238,247	$5,410,776 â–¼	-36.9%	88,362	0.2%	Computer and Technology
CRM Salesforce	$9,010,934	$4,517,787 â–¼	-33.4%	48,272	0.2%	Computer and Technology
UNH UnitedHealth Group	$8,703,257	$4,275,593 â–¼	-32.9%	32,164	0.1%	Medical
VRTX Vertex Pharmaceuticals	$8,585,178	$2,065,694 â–¼	-19.4%	19,226	0.1%	Medical
BEONE MEDICINES LTD	$8,509,972	$3,898,325 â–¼	-31.4%	28,656	0.1%	SPONSORED ADS
BIV Vanguard Intermediate-Term Bond ETF	$8,240,046	$337,045 â–²	4.3%	106,764	0.1%	ETF
AON AON	$7,913,274	$5,827,793 â–¼	-42.4%	24,516	0.1%	Finance
CAPITAL GROUP EQUITY ETF TR	$7,830,871	$60,791 â–²	0.8%	309,032	0.1%	US LARGE GROWT
WCN Waste Connections	$7,737,505	$2,784,059 â–¼	-26.5%	47,633	0.1%	Business Services
TRP TC Energy	$7,535,219	$6,655,246 â–¼	-46.9%	120,336	0.1%	Energy
MDY SPDR S&P MidCap 400 ETF Trust	$7,244,522	$617 â–¼	0.0%	11,746	0.1%	ETF
SPGI S&P Global	$7,233,332	$1,782,175 â–¼	-19.8%	17,006	0.1%	Finance
AVUS Avantis U.S. Equity ETF	$6,919,981	$13,786 â–²	0.2%	62,241	0.1%	ETF
DB Deutsche Bank Aktiengesellschaft	$6,893,236	$12,310,250 â–¼	-64.1%	236,945	0.1%	Finance
TSCO Tractor Supply	$6,869,790	$3,106,130 â–¼	-31.1%	151,651	0.1%	Retail/Wholesale
CAPITAL GRP FIXED INCM ETF T	$6,775,163	$5,858,557 â–²	639.2%	258,003	0.1%	CORE BOND ETF
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$6,714,171		0.0%	84,925	0.1%	ETF
APH Amphenol	$6,587,510	$1,445,065 â–²	28.1%	52,137	0.1%	Computer and Technology
XOM ExxonMobil	$6,566,351	$2,746,286 â–¼	-29.5%	38,703	0.1%	Energy
IWR iShares Russell Mid-Cap ETF	$6,539,770	$18,279 â–¼	-0.3%	67,261	0.1%	ETF
AJG Arthur J. Gallagher & Co.	$6,453,867	$3,238,737 â–¼	-33.4%	29,799	0.1%	Finance
ATI ATI	$6,451,006	$2,766,358 â–¼	-30.0%	44,349	0.1%	Basic Materials
URI United Rentals	$6,369,072	$4,825,982 â–¼	-43.1%	8,742	0.1%	Construction
DHR Danaher	$6,264,763	$2,973,686 â–¼	-32.2%	33,042	0.1%	Medical
ETR Entergy	$6,185,980	$1,048,544 â–¼	-14.5%	55,055	0.1%	Utilities
MELI MercadoLibre	$6,103,441	$12,350,391 â–¼	-66.9%	3,530	0.1%	Retail/Wholesale
PNC The PNC Financial Services Group	$5,825,063	$1,607,495 â–¼	-21.6%	27,993	0.1%	Finance
AME AMETEK	$5,799,939	$3,413,898 â–¼	-37.1%	27,057	0.1%	Computer and Technology
GLD SPDR Gold Shares	$5,722,427	$1,921,675 â–²	50.6%	13,299	0.1%	Finance
TJX TJX Companies	$5,690,590	$4,059,095 â–¼	-41.6%	35,633	0.1%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Capital Group Private Client Services, Inc. Top Holdings and 13F Report (2026)

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 (2026)

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