CG

Capital Group Private Client Services, Inc.

13F
Capital Group Private Client Services, Inc.
Last update 2025-05-12 275 Stocks (14 new)
Value $10.24 Bil Turnover 10 %
Countries:
Top Holdings: CGGR(7.30%)CGGO(4.89%)MSFT(3.64%)AVGO(3.63%)GOOG(3.14%)
Summary Stock Picks Current Portfolio
Capital Group Private Client S... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CGGR
Capital Group Growth ETF
21,827,172
747,580.7
+8.62%
7.300
+0.58%
7.270
+27.19%
+11.11%
13,544.8
 
CGGO
Capital Group Global Growth Equity ETF
Capital Group Global Growth Equity ETF
17,691,068
501,188.0
+10.51%
4.890
+0.47%
9.600
+19.72%
+11.28%
6,263.0
 
MSFT
Microsoft Corp
994,633
373,375.3
+2.59%
3.640
+0.09%
0.010
+38.94%
+21.47%
3,790,969.0
Software
AVGO
Broadcom Inc
2,221,027
371,866.5
-9.37%
3.630
-0.49%
0.050
+66.10%
+22.87%
1,332,681.5
Semiconductors
GOOG
Alphabet Inc
2,058,884
321,659.4
+0.91%
3.140
+0.03%
0.020
+21.39%
-2.13%
2,248,808.6
Interactive Media
CGDV
Capital Group Dividend Value ETF
8,222,276
293,042.0
+11.64%
2.860
+0.30%
1.930
+21.68%
+15.96%
18,969.4
 
AAPL
Apple Inc
1,256,165
279,032.0
+6.60%
2.720
+0.17%
0.010
+7.35%
-15.47%
3,154,147.7
Hardware
AMZN
Amazon.com Inc
1,066,580
202,927.5
+17.74%
1.980
+0.30%
0.010
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
GOOGL
Alphabet Inc
1,284,182
198,586.0
-1.20%
1.940
-0.03%
0.010
+22.57%
-2.01%
2,251,820.4
Interactive Media
MMC
Marsh & McLennan Companies Inc
767,655
187,330.8
-3.24%
1.830
-0.05%
0.160
-3.54%
+0.65%
104,362.0
Insurance

Capital Group Private Client Services, Inc.'s Historical Top Holdings Breakdowns

Capital Group Private Client Services, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ACWI
iShares MSCI ACWI Index Fund
2025-03-31
Reduce
Reduce
-1.67%
●
115.16 ($119.81) 124.13
$129.76
8.30%
Reduce -96.22%
60,836
-1,547,692
GE
GE Aerospace
2025-03-31
Add
Add
+0.82%
●
168.59 ($196.75) 212.13
$263.27
33.81%
Add 83.69%
918,345
418,409
CGGR
Capital Group Growth ETF
2025-03-31
Add
Add
+0.58%
●
33.98 ($37.42) 39.84
$41.30
10.37%
Add 8.62%
21,827,172
1,731,520
MDLZ
Mondelez International Inc
2025-03-31
Add
Add
+0.57%
●
56.12 ($61.63) 68.15
$69.81
13.27%
Add 539.84%
1,026,488
866,060
HLT
Hilton Worldwide Holdings Inc
2025-03-31
Reduce
Reduce
-0.54%
●
221.78 ($249.12) 273.45
$272.68
9.46%
Reduce -45.04%
291,182
-238,658
PAYX
Paychex Inc
2025-03-31
Add
Add
+0.50%
●
136.06 ($147.07) 154.52
$143.46
-2.45%
Add 900.89%
364,856
328,403
AVGO
Broadcom Inc
2025-03-31
Reduce
Reduce
-0.49%
●
167.43 ($211.65) 244.7
$283.34
33.87%
Reduce -9.37%
2,221,027
-229,492
AXON
Axon Enterprise Inc
2025-03-31
Reduce
Reduce
-0.48%
●
496.65 ($585.29) 710.01
$756.09
29.18%
Reduce -70.86%
36,239
-88,132
UAL
United Airlines Holdings Inc
2025-03-31
Reduce
Reduce
-0.48%
●
69.05 ($94.43) 110.52
$92.25
-2.31%
Reduce -99.43%
3,066
-532,225
CGGO
Capital Group Global Growth Equity ETF
Capital Group Global Growth Equity ETF
2025-03-31
Add
Add
+0.47%
●
28.33 ($29.71) 30.84
$32.21
8.41%
Add 10.51%
17,691,068
1,683,178

Capital Group Private Client Services, Inc. Total Holding History ($B)

To

Capital Group Private Client Services, Inc.'s Asset Allocation

To

Capital Group Private Client Services, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Capital Group Private Client Services, Inc.'s Hypothetical Growth since 2025-03-31

Capital Group Private Client Services, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Capital Group Private Client Services, Inc.'s Holdings Heat Map

Size field:

Capital Group Private Client Services, Inc.'s Holdings Bubble Chart

Capital Group Private Client Services, Inc. News

  • 1

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