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
+9.83%
+4.90%
12,302.1
 
CGGO 		Capital Group Global Growth Equity ETF
17,691,068
501,188.0
+10.51%
4.890
+0.47%
9.600
+6.02%
+6.71%
5,878.3
 
MSFT 		Microsoft Corp
994,633
373,375.3
+2.59%
3.640
+0.09%
0.010
+20.42%
+12.59%
3,513,735.1
Software
AVGO 		Broadcom Inc
2,221,027
371,866.5
-9.37%
3.630
-0.49%
0.050
+25.68%
+5.68%
1,148,592.0
Semiconductors
GOOG 		Alphabet Inc
2,058,884
321,659.4
+0.91%
3.140
+0.03%
0.020
+1.31%
-6.51%
2,145,215.2
Interactive Media
CGDV 		Capital Group Dividend Value ETF
8,222,276
293,042.0
+11.64%
2.860
+0.30%
1.930
+4.97%
+8.69%
16,821.0
 
AAPL 		Apple Inc
1,256,165
279,032.0
+6.60%
2.720
+0.17%
0.010
-15.63%
-19.36%
3,008,822.1
Hardware
AMZN 		Amazon.com Inc
1,066,580
202,927.5
+17.74%
1.980
+0.30%
0.010
+8.90%
-1.10%
2,303,536.1
Retail - Cyclical
GOOGL 		Alphabet Inc
1,284,182
198,586.0
-1.20%
1.940
-0.03%
0.010
+1.52%
-6.76%
2,145,215.2
Interactive Media
MMC 		Marsh & McLennan Companies Inc
767,655
187,330.8
-3.24%
1.830
-0.05%
0.160
-5.19%
+5.50%
109,641.8
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 Fund2025-03-31Reduce
-1.67%
●
115.16 ($119.81) 124.13
$125.92
5.10%
Reduce -96.22%
60,836
-1,547,692
GE 		GE Aerospace2025-03-31Add
+0.82%
●
168.59 ($196.75) 212.13
$251.41
27.78%
Add 83.69%
918,345
418,409
CGGR 		Capital Group Growth ETF2025-03-31Add
+0.58%
●
33.98 ($37.42) 39.84
$38.99
4.20%
Add 8.62%
21,827,172
1,731,520
MDLZ 		Mondelez International Inc2025-03-31Add
+0.57%
●
56.12 ($61.63) 68.15
$66.70
8.23%
Add 539.84%
1,026,488
866,060
HLT 		Hilton Worldwide Holdings Inc2025-03-31Reduce
-0.54%
●
221.78 ($249.12) 273.45
$252.07
1.18%
Reduce -45.04%
291,182
-238,658
PAYX 		Paychex Inc2025-03-31Add
+0.50%
●
136.06 ($147.07) 154.52
$156.97
6.73%
Add 900.89%
364,856
328,403
AVGO 		Broadcom Inc2025-03-31Reduce
-0.49%
●
167.43 ($211.65) 244.7
$244.28
15.42%
Reduce -9.37%
2,221,027
-229,492
AXON 		Axon Enterprise Inc2025-03-31Reduce
-0.48%
●
496.65 ($585.29) 710.01
$783.80
33.92%
Reduce -70.86%
36,239
-88,132
UAL 		United Airlines Holdings Inc2025-03-31Reduce
-0.48%
●
69.05 ($94.43) 110.52
$83.47
-11.61%
Reduce -99.43%
3,066
-532,225
CGGO 		Capital Group Global Growth Equity ETF2025-03-31Add
+0.47%
●
28.33 ($29.71) 30.84
$31.18
4.95%
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

Discussions on Capital Group Private Client Services, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.