Capital Group Private Client Services, Inc.
•CIK: 1857666•Filing: Q4 2025
Capital Group Private Client Services, Inc., managed by the seasoned team at Capital Group Companies, Inc., is known for its long-term, value-oriented investment strategy, focusing on high-quality companies with strong fundamentals. Recently, the fund has notably increased its positions in CGGG and APH, while significantly reducing stakes in EA and FCX, reflecting a strategic shift towards sectors with growth potential and away from underperforming tech and materials stocks.
Total AUM
$6.3B
QoQ Performance
+5.0%
Positions
224
Top 10 Concentration
57.9%
Latest Filing
Q4 2025
Top Holdings Allocation
CGGR
CGGO
CGDV
CGGR17.0%
CGGO11.6%
CGDV7.1%
GOOG4.7%
GOOGL3.9%
CGUS3.0%
CGDG2.9%
CGGE2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other72.0%
Technology16.5%
Financial2.3%
Consumer2.2%
ETF2.1%
Healthcare2.0%
Industrial1.6%
Materials0.5%
🚪 Exited Positionssold since Q3 2025
+79 more exited positions
Changes from Q3 2025
NEW4 new positions
↑65 increased
↓124 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023