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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.6B
$52 Million 0.51% of portfolio
535,291
Q4 2024 Added 5.0%
$6.12B
$51 Million 0.5% of portfolio
961,656
Q4 2024 Added 374.0%
$166B
$49.9 Million 0.49% of portfolio
100,112
Q4 2024 Reduced 0.77%
$272B
$50.2 Million 0.49% of portfolio
714,515
Q4 2024 Reduced 1.15%
$22.4B
$49.6 Million 0.48% of portfolio
565,296
Q4 2024 Reduced 1.43%
$59.2B
$48.4 Million 0.47% of portfolio
141,096
Q4 2024 Reduced 6.88%
$0
$48.3 Million 0.47% of portfolio
89,655
Q4 2024 Added 3.92%
$22.8B
$47.4 Million 0.46% of portfolio
1,494,031
Q4 2024 Reduced 1.3%
$32.9B
$45.9 Million 0.45% of portfolio
468,019
Q4 2024 Reduced 1.52%
$104B
$46.1 Million 0.45% of portfolio
216,905
Q4 2024 Reduced 3.72%
$130B
$46.2 Million 0.45% of portfolio
816,602
Q4 2024 Added 73.33%
$17.4B
$44.1 Million 0.43% of portfolio
582,105
Q4 2024 Added 97.22%
$22.5B
$44.5 Million 0.43% of portfolio
556,875
Q4 2024 Reduced 0.8%
$45.2B
$44.2 Million 0.43% of portfolio
73,647
Q4 2024 Reduced 2.61%
$40.2B
$43.2 Million 0.42% of portfolio
295,384
Q4 2024 Reduced 1.12%
$10.9B
$42.4 Million 0.41% of portfolio
1,163,002
Q4 2024 Reduced 1.05%
$61.9B
$37.4 Million 0.37% of portfolio
1,158,878
Q4 2024 Reduced 3.02%
$74.3B
$35.7 Million 0.35% of portfolio
37,834
Q4 2024 Reduced 4.78%
$77.3B
$35.5 Million 0.35% of portfolio
127,428
Q4 2024 Added 8.88%
$6.37B
$35.6 Million 0.35% of portfolio
251,935
Q4 2024 Reduced 0.95%
$14.5B
$36.2 Million 0.35% of portfolio
152,335
Q4 2024 Reduced 0.36%
$0
$35.2 Million 0.34% of portfolio
60,032
Q4 2024 Added 40.24%
$332B
$33.3 Million 0.33% of portfolio
150,793
Q4 2024 Added 69.37%
$142B
$33.6 Million 0.33% of portfolio
148,872
Q4 2024 Reduced 6.27%
$9.64B
$32.1 Million 0.31% of portfolio
735,409
Q4 2024 Reduced 6.82%
$54.6B
$30.8 Million 0.3% of portfolio
710,977
Q4 2024 Reduced 1.02%
$10.6B
$31.1 Million 0.3% of portfolio
217,656
Q4 2024 Reduced 3.48%
$177B
$30.3 Million 0.3% of portfolio
155,782
Q4 2024 Reduced 1.58%
$327B
$31.1 Million 0.3% of portfolio
214,592
Q4 2024 Reduced 21.66%
$228B
$29.7 Million 0.29% of portfolio
453,631
Q4 2024 Reduced 6.42%
$23.5B
$29.4 Million 0.29% of portfolio
159,297
Q4 2024 Reduced 12.9%
$13.3B
$29.4 Million 0.29% of portfolio
167,559
Q4 2024 Reduced 1.97%
$198B
$28.7 Million 0.28% of portfolio
228,670
Q4 2024 Reduced 1.41%
$78.2B
$27.2 Million 0.27% of portfolio
63,915
Q4 2024 Reduced 2.58%
$9.48B
$27.5 Million 0.27% of portfolio
60,241
Q4 2024 Reduced 17.83%
$419B
$28 Million 0.27% of portfolio
30,514
Q4 2024 Reduced 0.4%
$415B
$27 Million 0.26% of portfolio
30,259
Q4 2024 Added 22.31%
$99.4B
$26.6 Million 0.26% of portfolio
180,146
Q4 2024 Added 42.76%
$157B
$25.3 Million 0.25% of portfolio
293,664
Q4 2024 Reduced 8.13%
$95.4B
$25.2 Million 0.25% of portfolio
108,411
Q4 2024 Reduced 4.23%
$48.5B
$24.1 Million 0.24% of portfolio
1,412,150
Q4 2024 Added 2.33%
$44.8B
$23.9 Million 0.23% of portfolio
177,927
Q4 2024 Reduced 6.22%
$26.7B
$23.4 Million 0.23% of portfolio
223,857
Q4 2024 Reduced 1.32%
$166B
$23.5 Million 0.23% of portfolio
97,944
Q4 2024 Reduced 2.39%
$90.5B
$22.4 Million 0.22% of portfolio
65,832
Q4 2024 Reduced 1.67%
$21.6B
$22.6 Million 0.22% of portfolio
162,032
Q4 2024 New
$270B
$22.2 Million 0.22% of portfolio
165,000
Q4 2024 Reduced 1.45%
$0
$22 Million 0.21% of portfolio
290,687
Q4 2024 Added 653.8%
$263B
$20.8 Million 0.2% of portfolio
30,031
Q4 2024 Reduced 28.2%

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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