Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Capital Group Private Client Services, Inc. (CIK 1857666) reported $5.93B across 240 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CGGR ($1.09B, 18.40%), CGGO ($789.0M, 13.30%), CGDV ($494.9M, 8.34%), GOOG ($250.4M, 4.22%), GOOGL ($218.9M, 3.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGGR | CAPITAL GROUP GROWTH ETF | $1.09B | 18.40% | 27.2M | Added |
| 2 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $789.0M | 13.30% | 23.6M | Added |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $494.9M | 8.34% | 11.6M | Added |
| 4 | GOOG | ALPHABET INC | $250.4M | 4.22% | 872,990 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $218.9M | 3.69% | 761,134 | Trimmed |
| 6 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $213.2M | 3.59% | 5.9M | Added |
| 7 | CGGE | CAPITAL GROUP GLOBAL EQUITY | $211.0M | 3.56% | 6.9M | Added |
| 8 | CGUS | CAPITAL GROUP CORE EQUITY ET | $195.9M | 3.30% | 5.1M | Added |
| 9 | CGCV | CAPITAL GROUP CONSERVATIVE E | $160.3M | 2.70% | 5.4M | Added |
| 10 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $105.3M | 1.78% | 3.6M | Added |
| 11 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | $100.9M | 1.70% | 3.2M | Added |
| 12 | AVGO | BROADCOM INC | $96.7M | 1.63% | 312,373 | Trimmed |
| 13 | VOO | VANGUARD INDEX FDS | $77.7M | 1.31% | 130,110 | Added |
| 14 | CGIC | CAPITAL GROUP INTERNATIONAL | $72.8M | 1.23% | 2.2M | Added |
| 15 | MSFT | MICROSOFT CORP | $65.5M | 1.10% | 176,969 | Trimmed |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $62.2M | 1.05% | 183,912 | Trimmed |
| 17 | CGSD | CAPITAL GRP FIXED INCM ETF T | $61.6M | 1.04% | 2.4M | Added |
| 18 | AMZN | AMAZON COM INC | $57.7M | 0.97% | 276,838 | Trimmed |
| 19 | AAPL | APPLE INC | $53.5M | 0.90% | 210,657 | Trimmed |
| 20 | META | META PLATFORMS INC | $50.0M | 0.84% | 87,321 | Trimmed |
| 21 | AZNCF | ASTRAZENECA PLC | $47.1M | 0.79% | 241,824 | New |
| 22 | CGMU | CAPITAL GRP FIXED INCM ETF T | $43.2M | 0.73% | 1.6M | Added |
| 23 | CGIE | CAPITAL GROUP INTERNATIONAL | $42.2M | 0.71% | 1.2M | Added |
| 24 | IAU | ISHARES GOLD TR | $40.4M | 0.68% | 458,291 | Added |
| 25 | GE | GE AEROSPACE | $39.3M | 0.66% | 138,336 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31