Capital Group Private Client Services, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Capital Group Private Client Services, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 275 holdings worth $10.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 275
Total Value: 10244420801
Accession Number: 0000732812-25-000009
Form Type: 13F-HR
CIK: 0001857666
Manager Name: Capital Group Private Client Services, Inc.

Data Enrichment

85% identified

233 identified42 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

275 positions • $10,244,420.801K total value

275 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 1 of 14

Sort by:

14020G101

21827172(+8.6%)

Value:

$747.6B(+0.1%)

14020X104

17691068(+10.5%)

Value:

$501.2B(+7.1%)

MICROSOFT CORP

MSFT|594918104

994633(+2.6%)

Value:

$373.4B(-8.6%)

Broadcom Inc.

AVGO|11135F101

2221027(-9.4%)

Value:

$371.9B(-34.5%)

Alphabet Inc.

GOOG|02079K107

2058884(+0.9%)

Value:

$321.7B(-17.2%)

14020W106

8222276(+11.6%)

Value:

$293.0B(+12.8%)

Apple Inc.

AAPL|037833100

1256165(+6.6%)

Value:

$279.0B(-5.4%)

AMAZON COM INC

AMZN|023135106

1066580(+17.7%)

Value:

$202.9B(+2.1%)

Alphabet Inc.

GOOGL|02079K305

1284182(-1.2%)

Value:

$198.6B(-19.3%)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

767655(-3.2%)

Value:

$187.3B(+11.2%)

GENERAL ELECTRIC CO

GE|369604301

918345(+83.7%)

Value:

$183.8B(+120.4%)

VISA INC.

V|92826C839

521018(-18.8%)

Value:

$182.6B(-10.0%)

JPMORGAN CHASE & CO

JPM|46625H100

739454(+4.2%)

Value:

$181.4B(+6.6%)

Meta Platforms, Inc.

META|30303M102

309193(+24.0%)

Value:

$178.2B(+22.1%)

Philip Morris International Inc.

PM|718172109

1084196(+3.4%)

Value:

$172.1B(+36.4%)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

967851(+17.1%)

Value:

$160.7B(-1.6%)

14020V108

4288924(+8.3%)

Value:

$143.3B(+3.4%)

ABBOTT LABORATORIES

ABT|002824100

1070183(-8.0%)

Value:

$142.0B(+7.8%)

UNITEDHEALTH GROUP INC

UNH|91324P102

253495(-2.8%)

Value:

$132.8B(+0.7%)

LINDE PLC

LIN|G54950103

259475(+3.9%)

Value:

$120.8B(+15.5%)

Instrument	Shares		Other Manager	Value
(cusip14020G101)✕	21.8M	QoQ +8.61% (+1.7M) YoY +38.50% (+6.1M)	All Managers (Combined)	$747.6M	QoQ +0.08% (+$625.3K) YoY +48.28% (+$243.4M)
(cusip14020X104)✕	17.7M	QoQ +10.51% (+1.7M) YoY +37.35% (+4.8M)	All Managers (Combined)	$501.2M	QoQ +7.14% (+$33.4M) YoY +35.11% (+$130.3M)
Microsoft Corp(MSFTcusip594918104)	994.6K	QoQ +2.59% (-25.2K) YoY -5.48% (-57.7K)	All Managers (Combined)	$373.4M	QoQ -8.62% (-$35.3M) YoY -15.66% (-$69.4M)
Broadcom Inc.(AVGOcusip11135F101)	2.2M	QoQ -9.36% (-229.5K) YoY +632.72% (-1.9M)	All Managers (Combined)	$371.9M	QoQ -34.54% (-$196.3M) YoY -7.44% (-$29.9M)
Alphabet Inc.(GOOGcusip02079K107)	2.1M	QoQ +0.91% (-18.6K) YoY -1.31% (-27.4K)	All Managers (Combined)	$321.7M	QoQ -17.21% (-$66.9M) YoY +1.26% (-$4.0M)
(cusip14020W106)✕	8.2M	QoQ +11.64% (+857.6K) YoY +34.73% (+2.1M)	All Managers (Combined)	$293.0M	QoQ +12.84% (+$33.4M) YoY +47.75% (+$94.7M)
Apple Inc.(AAPLcusip037833100)	1.3M	QoQ +6.59% (-77.7K) YoY +1.67% (+20.7K)	All Managers (Combined)	$279.0M	QoQ -5.44% (-$16.1M) YoY +31.70% (+$67.2M)
Amazon Com Inc(AMZNcusip023135106)	1.1M	QoQ +17.74% (+160.7K) YoY +41.89% (+314.9K)	All Managers (Combined)	$202.9M	QoQ +2.10% (+$4.2M) YoY +49.66% (+$67.3M)
Alphabet Inc.(GOOGLcusip02079K305)	1.3M	QoQ -1.19% (-15.5K) YoY -6.77% (-93.3K)	All Managers (Combined)	$198.6M	QoQ -19.28% (-$47.5M) YoY -4.48% (-$9.3M)
Marsh & Mclennan Companies, Inc.(MMCcusip571748102)	767.7K	QoQ -3.24% (-25.7K) YoY +1.06% (+8.1K)	All Managers (Combined)	$187.3M	QoQ +11.15% (-$18.8M) YoY +19.73% (+$30.9M)
General Electric Co(GEcusip369604301)	918.3K	QoQ +83.69% (+418.4K) YoY +77.81% (+401.9K)	All Managers (Combined)	$183.8M	QoQ +120.43% (+$100.4M) YoY +102.74% (+$93.1M)
Visa Inc.(Vcusip92826C839)	521.0K	QoQ -18.84% (-121.0K) YoY -31.68% (-241.7K)	All Managers (Combined)	$182.6M	QoQ -10.01% (-$20.3M) YoY -14.21% (-$30.3M)
Jpmorgan Chase & Co(JPMcusip46625H100)	739.5K	QoQ +4.20% (+29.9K) YoY -8.93% (-72.6K)	All Managers (Combined)	$181.4M	QoQ +6.63% (+$11.3M) YoY +11.52% (-$18.7M)
Meta Platforms, Inc.(METAcusip30303M102)	309.2K	QoQ +24.02% (+59.9K) YoY +38.63% (+86.2K)	All Managers (Combined)	$178.2M	QoQ +22.08% (+$32.2M) YoY +64.55% (+$69.9M)
Philip Morris International Inc.(PMcusip718172109)	1.1M	QoQ +3.42% (+35.9K) YoY -2.50% (-27.9K)	All Managers (Combined)	$172.1M	QoQ +36.41% (+$45.9M) YoY +68.90% (-$70.2M)
Taiwan Semiconductor Manufacturing Co Ltd(TSMcusip874039100)	967.9K	QoQ +17.08% (-141.2K) YoY +3.87% (+36.1K)	All Managers (Combined)	$160.7M	QoQ -1.58% (-$2.6M) YoY +26.74% (+$33.9M)
(cusip14020V108)✕	4.3M	QoQ +8.25% (+327.1K) YoY +29.31% (+972.2K)	All Managers (Combined)	$143.3M	QoQ +3.39% (+$4.7M) YoY +38.60% (+$39.9M)
Abbott Laboratories(ABTcusip002824100)	1.1M	QoQ -8.03% (-93.4K) YoY -27.17% (-399.4K)	All Managers (Combined)	$142.0M	QoQ +7.85% (-$10.3M) YoY -15.01% (-$25.1M)
Unitedhealth Group Inc(UNHcusip91324P102)	253.5K	QoQ -2.76% (-7.2K) YoY -1.02% (-2.6K)	All Managers (Combined)	$132.8M	QoQ +0.66% (-$883.2K) YoY +4.78% (-$6.1M)
Linde Plc(LINcusipG54950103)	259.5K	QoQ +3.88% (+9.7K) YoY -8.72% (-24.8K)	All Managers (Combined)	$120.8M	QoQ +15.53% (+$16.2M) YoY -8.46% (-$11.2M)