Capital Group Private Client Services, Inc. - Portfolio overview

Capital Group Private Client Services, Inc. has 301 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Communication Services and Technology.

Largest reported holdings by portfolio allocation

1. CGGR - CAPITAL GROUP GROWTH ETF, 17.95%
2. CGGO - CAPITAL GROUP GBL GROWTH EQT, 12.98%
3. CGDV - CAPITAL GROUP DIVIDEND VALUE, 8.14%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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