Capital Group Private Client Services, Inc.
Annual return '25
+15.0%
SPY '25
+17.7%
Alpha
-2.8ptsvs SPY
Invested
$5.9B
Holdings
240
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 89%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CGGR
CAPITAL GROUP GROWTH ETF
Q1 2026: Sold 99.6% (24.03M → 96.4k shares)
18.4%
02
$CGGO
CAPITAL GROUP GBL GROWTH EQT
Q1 2026: Exited (was 21.12M shares)
13.3%
03
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Q1 2026: Sold 99.9% (10.15M → 5.9k shares)
8.3%
04
$GOOG
ALPHABET INC
Q1 2026: Sold 89.8% (943.1k → 96.6k shares)
4.2%
05
$GOOGL
ALPHABET INC
Q1 2026: Sold 88.6% (790.8k → 90.4k shares)
3.7%
06
$CGDG
CAPITAL GROUP DIVIDEND GROWE
Q1 2026: Exited (was 5.18M shares)
3.6%
07
$CGGE
CAPITAL GROUP GLOBAL EQUITY
Q1 2026: Exited (was 5.41M shares)
3.6%
08
$CGUS
CAPITAL GROUP CORE EQUITY ET
Q1 2026: Exited (was 4.70M shares)
3.3%
09
$CGCV
CAPITAL GROUP CONSERVATIVE E
Q1 2026: Exited (was 3.73M shares)
2.7%
10
$CGXU
CAPITAL GROUP INTL FOCUS EQT
Q1 2026: Exited (was 3.24M shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:38 UTC.