Capital Group Private Client Services, Inc.
CIK: 0001857666SEC EDGAR →
Portfolio Value
$6.3B
Holdings
286
As of
Q4 2025
New Positions
277
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CAPITAL GROUP GROWTH ETF | 24,026,194 | $1.1B | 17.00% |
| 2 | CAPITAL GROUP GBL GROWTH EQT | 21,118,680 | $731.8M | 11.65% |
| 3 | CAPITAL GROUP DIVIDEND VALUE | 10,152,683 | $443.1M | 7.05% |
| 4 | ALPHABET INC | 943,147 | $296.0M | 4.71% |
| 5 | ALPHABET INC | 790,771 | $247.5M | 3.94% |
| 6 | CAPITAL GROUP CORE EQUITY ET | 4,700,100 | $189.1M | 3.01% |
| 7 | CAPITAL GROUP DIVIDEND GROWE | 5,180,776 | $184.6M | 2.94% |
| 8 | CAPITAL GROUP GLOBAL EQUITY | 5,413,104 | $171.2M | 2.73% |
| 9 | BROADCOM INC | 466,068 | $161.3M | 2.57% |
| 10 | MICROSOFT CORP | 246,015 | $119.0M | 1.89% |
Quarterly Changes
Top Buys
New Positions (15)
$28.1M · 430K shares
$2.3M · 31K shares
$1.3M · 5K shares
$607K · 3K shares
$564K · 16K shares
$502K · 22K shares
$416K · 10K shares
$392K · 2K shares
$363K · 7K shares
$305K · 3K shares
$256K · 1K shares
$207K · 2K shares
$202K · 4K shares
$171K · 21K shares
$4K · 7K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 123 | $3.8B | 65.1% |
| Technology | 29 | $581.2M | 10.0% |
| Communication Services | 11 | $572.5M | 9.8% |
| Industrials | 28 | $208.4M | 3.6% |
| Consumer Cyclical | 20 | $176.3M | 3.0% |
| Healthcare | 20 | $138.0M | 2.4% |
| Unknown | 15 | $97.8M | 1.7% |
| Utilities | 10 | $91.8M | 1.6% |
| Energy | 9 | $75.2M | 1.3% |
| Basic Materials | 7 | $45.0M | 0.8% |
| Consumer Defensive | 9 | $31.1M | 0.5% |
| Real Estate | 5 | $21.5M | 0.4% |