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
$34.5B
$20.5 Million 0.2% of portfolio
111,412
Q4 2024 Reduced 21.98%
$66.1B
$20 Million 0.2% of portfolio
197,455
Q4 2024 Reduced 27.23%
$21.8B
$20.5 Million 0.2% of portfolio
306,982
Q4 2024 Added 0.3%
$104B
$21 Million 0.2% of portfolio
56,765
Q4 2024 Reduced 10.29%
$6.62B
$19.2 Million 0.19% of portfolio
349,036
Q4 2024 Reduced 3.0%
$48.5B
$19.4 Million 0.19% of portfolio
603,096
Q4 2024 Reduced 1.69%
$6.71B
$19.8 Million 0.19% of portfolio
146,893
Q4 2024 Reduced 4.55%
$4.95B
$18.7 Million 0.18% of portfolio
87,354
Q4 2024 Added 2.52%
$50B
$17 Million 0.17% of portfolio
343,322
Q4 2024 Added 6.04%
$167B
$17.6 Million 0.17% of portfolio
67,479
Q4 2024 Reduced 27.74%
$29.6B
$17.5 Million 0.17% of portfolio
79,103
Q4 2024 Reduced 57.85%
$141B
$17.6 Million 0.17% of portfolio
145,562
Q4 2024 Reduced 1.9%
$25.1B
$17 Million 0.17% of portfolio
100,190
Q4 2024 New
$35.5B
$16.4 Million 0.16% of portfolio
257,236
Q4 2024 Reduced 6.29%
$0
$16.3 Million 0.16% of portfolio
561,406
Q4 2024 Added 1.44%
$34.1B
$14.9 Million 0.15% of portfolio
738,570
Q4 2024 Reduced 1.92%
$28B
$15.4 Million 0.15% of portfolio
255,026
Q4 2024 Reduced 1.63%
$94.5B
$14 Million 0.14% of portfolio
166,159
Q4 2024 Reduced 2.73%
$6.17B
$14.5 Million 0.14% of portfolio
119,218
Q4 2024 Added 95.81%
$15.6B
$14.7 Million 0.14% of portfolio
51,629
Q4 2024 Reduced 2.39%
$125B
$14.4 Million 0.14% of portfolio
52,275
Q4 2024 Reduced 1.04%
$29.8B
$14.5 Million 0.14% of portfolio
56,835
Q4 2024 Reduced 1.75%
$125B
$14 Million 0.14% of portfolio
86,059
Q4 2024 Reduced 3.52%
$68.8B
$14.3 Million 0.14% of portfolio
80,161
Q4 2024 Reduced 0.87%
$4.16B
$14.8 Million 0.14% of portfolio
110,993
Q4 2024 Reduced 42.79%
$434B
$13.5 Million 0.13% of portfolio
93,302
Q4 2024 Reduced 30.36%
$46.6B
$13 Million 0.13% of portfolio
74,979
Q4 2024 Reduced 1.05%
$0
$13.1 Million 0.13% of portfolio
168,148
Q1 2024 Reduced -0.0%
$8.3B
$12.6 Million 0.12% of portfolio
980,427
Q4 2024 Reduced 33.89%
$496B
$12.7 Million 0.12% of portfolio
117,843
Q4 2024 Reduced 1.6%
$54.1B
$12.3 Million 0.12% of portfolio
322,809
Q4 2024 Reduced 53.6%
$19.6B
$11.4 Million 0.11% of portfolio
248,161
Q4 2024 Reduced 0.02%
$124B
$10.9 Million 0.11% of portfolio
217,545
Q4 2024 Reduced 18.14%
$0
$11.7 Million 0.11% of portfolio
338,529
Q4 2024 Added 12.39%
$25.4B
$11.4 Million 0.11% of portfolio
60,815
Q4 2024 Reduced 2.1%
$31.4B
$10.8 Million 0.11% of portfolio
369,751
Q4 2024 Reduced 5.71%
$33.2B
$9.77 Million 0.1% of portfolio
41,525
Q4 2024 Reduced 2.18%
$99.1B
$9.84 Million 0.1% of portfolio
57,082
Q4 2024 Added 0.01%
$0
$10.3 Million 0.1% of portfolio
35,680
Q4 2024 Added 7.68%
$0
$9.96 Million 0.1% of portfolio
41,431
Q4 2024 Added 6.55%
$43.4B
$9.74 Million 0.1% of portfolio
13,825
Q4 2024 New
$37.5B
$9.68 Million 0.09% of portfolio
42,818
Q4 2024 Reduced 2.19%
$93B
$9.58 Million 0.09% of portfolio
160,428
Q4 2024 Reduced 4.03%
$8.81B
$9.23 Million 0.09% of portfolio
247,422
Q4 2024 Reduced 1.73%
$11B
$9.59 Million 0.09% of portfolio
51,163
Q4 2024 Reduced 16.22%
$0
$8.11 Million 0.08% of portfolio
13,783
Q4 2024 Added 42.74%
$178B
$8.12 Million 0.08% of portfolio
18,258
Q4 2024 Reduced 4.09%
$54.8B
$7.17 Million 0.07% of portfolio
30,537
Q4 2024 Reduced 3.32%
$227B
$7.52 Million 0.07% of portfolio
75,635
Q4 2024 Reduced 38.34%

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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