Capital Group Private Client
Capital Group Private Client is a private wealth management division with $11.5 trillion in assets under management, serving high-net-worth individuals and families through diversified investment strategies. The firm maintains a focused portfolio of 279 positions with concentrated holdings in Capital Group funds, reflecting their expertise in providing customized wealth management solutions for affluent clients.
AUM: $11.5T·279 positions·Q4 2025
Filed: Feb 11, 2026
CIK: 0001857666
Top 10 Holdings
Notable Moves
Fund Analysis
Capital Group Private Client's latest 13F filing reveals the massive scale of this private wealth management operation, with $11.5 trillion in assets under management spread across 279 positions. The portfolio structure tells an interesting story about how this division operates, with the holdings heavily concentrated in Capital Group's own investment vehicles, particularly CGGR and CGGO funds. These proprietary funds account for the vast majority of the top holdings, with CGGR positions ranging from $747.6 trillion to $1.068 quadrillion, suggesting this entity serves as a major conduit for Capital Group's internal fund management structure.
What stands out in this quarter's filing is the complete absence of portfolio turnover activity - zero new positions entered and zero positions exited. This static positioning, combined with the dominance of internal Capital Group funds, indicates this may function more as a holding structure for the firm's wealth management clients rather than an actively traded institutional portfolio. The few non-Capital Group holdings that appear in the top ten, including Broadcom at $595.8 trillion and Microsoft at $499.6 trillion, represent relatively small allocations compared to the internal fund positions.
The portfolio's structure reflects Capital Group's approach to private client wealth management, where client assets are primarily channeled through the firm's established mutual fund and investment vehicle ecosystem. This concentration in proprietary products allows for centralized management while maintaining the scale advantages that come with Capital Group's $11.5 trillion platform. The lack of quarterly activity suggests a long-term, stable investment approach consistent with private wealth management objectives, where client portfolios are constructed through allocations to the firm's various specialized funds rather than direct stock selection.
Analysis generated Apr 5, 2026
All Holdings
| # | Stock | Value | % Port. | Chg | |
|---|---|---|---|---|---|
| 1 | $1068.4T | 17.0% | +2.5% | ▼ | |
| 2 | $731.8T | 11.6% | +4.1% | ▼ | |
| 3 | $443.1T | 7.1% | +7.3% | ▼ | |
| 4 | $296.0T | 4.7% | -4.1% | ▼ | |
| 5 | $247.5T | 3.9% | -3.8% | ▼ | |
| 6 | $189.1T | 3.0% | +3.2% | ▼ | |
| 7 | $184.6T | 2.9% | +9.8% | ▼ | |
| 8 | $171.2T | 2.7% | +20.8% | ▼ | |
| 9 | $161.3T | 2.6% | -5.8% | ▼ | |
| 10 | $119.0T | 1.9% | -3.3% | ▼ | |
| 11 | $113.8T | 1.8% | +13.8% | ▼ | |
| 12 | $95.6T | 1.5% | +1.4% | ▼ | |
| 13 | $84.7T | 1.3% | +9.1% | ▼ | |
| 14 | $80.2T | 1.3% | +2.9% | ▼ | |
| 15 | $79.8T | 1.3% | +4.2% | ▼ | |
| 16 | $75.2T | 1.2% | -4.5% | ▼ | |
| 17 | $72.0T | 1.1% | -7.0% | ▼ | |
| 18 | $68.6T | 1.1% | -3.6% | ▼ | |
| 19 | $63.5T | 1.0% | -2.9% | ▼ | |
| 20 | $61.0T | 1.0% | +0.7% | ▼ | |
| 21 | $54.9T | 0.9% | -3.4% | ▼ | |
| 22 | $53.4T | 0.8% | +44.0% | ▼ | |
| 23 | $43.0T | 0.7% | -2.9% | ▼ | |
| 24 | $42.6T | 0.7% | +3.4% | ▼ | |
| 25 | $42.6T | 0.7% | -4.1% | ▼ | |
| 26 | $38.5T | 0.6% | -22.2% | ▼ | |
| 27 | $38.4T | 0.6% | -0.4% | ▼ | |
| 28 | $36.4T | 0.6% | +9.1% | ▼ | |
| 29 | $35.9T | 0.6% | +0.7% | ▼ | |
| 30 | $35.6T | 0.6% | -2.6% | ▼ | |
| 31 | $33.9T | 0.5% | +5.4% | ▼ | |
| 32 | $33.1T | 0.5% | -2.8% | ▼ | |
| 33 | $29.5T | 0.5% | -4.3% | ▼ | |
| 34 | $29.1T | 0.5% | -2.4% | ▼ | |
| 35 | TTENEW | $28.1T | 0.4% | — | ▼ |
| 36 | $25.9T | 0.4% | -0.0% | ▼ | |
| 37 | $25.7T | 0.4% | -8.9% | ▼ | |
| 38 | $24.7T | 0.4% | -1.6% | ▼ | |
| 39 | $24.3T | 0.4% | +7.0% | ▼ | |
| 40 | $24.0T | 0.4% | -3.5% | ▼ | |
| 41 | $23.6T | 0.4% | -2.4% | ▼ | |
| 42 | $21.5T | 0.3% | -5.9% | ▼ | |
| 43 | $21.5T | 0.3% | +383.0% | ▼ | |
| 44 | $21.2T | 0.3% | -4.3% | ▼ | |
| 45 | $20.5T | 0.3% | +20.6% | ▼ | |
| 46 | $20.4T | 0.3% | -2.5% | ▼ | |
| 47 | $20.0T | 0.3% | -6.5% | ▼ | |
| 48 | $19.8T | 0.3% | +0.4% | ▼ | |
| 49 | $19.7T | 0.3% | -0.4% | ▼ | |
| 50 | $19.2T | 0.3% | -4.6% | ▼ | |
| 51 | $18.7T | 0.3% | -2.1% | ▼ | |
| 52 | $18.3T | 0.3% | -5.1% | ▼ | |
| 53 | $17.9T | 0.3% | +2.6% | ▼ | |
| 54 | $16.1T | 0.3% | +12.0% | ▼ | |
| 55 | $15.8T | 0.3% | +2.7% | ▼ | |
| 56 | $15.8T | 0.3% | -5.9% | ▼ | |
| 57 | $15.0T | 0.2% | -4.9% | ▼ | |
| 58 | $15.0T | 0.2% | -7.0% | ▼ | |
| 59 | $14.8T | 0.2% | +11.5% | ▼ | |
| 60 | $14.6T | 0.2% | -4.7% | ▼ | |
| 61 | $14.2T | 0.2% | 0.0% | ▼ | |
| 62 | $14.0T | 0.2% | +11.0% | ▼ | |
| 63 | $13.9T | 0.2% | +32.2% | ▼ | |
| 64 | $13.4T | 0.2% | -2.7% | ▼ | |
| 65 | $13.2T | 0.2% | +26.4% | ▼ | |
| 66 | $12.9T | 0.2% | +1.2% | ▼ | |
| 67 | $12.7T | 0.2% | -4.4% | ▼ | |
| 68 | $12.5T | 0.2% | -8.1% | ▼ | |
| 69 | $12.4T | 0.2% | -18.5% | ▼ | |
| 70 | $11.6T | 0.2% | -2.7% | ▼ | |
| 71 | $11.4T | 0.2% | -3.3% | ▼ | |
| 72 | $11.4T | 0.2% | -1.3% | ▼ | |
| 73 | $11.2T | 0.2% | -7.4% | ▼ | |
| 74 | $11.1T | 0.2% | -7.3% | ▼ | |
| 75 | $11.0T | 0.2% | -4.1% | ▼ | |
| 76 | $10.8T | 0.2% | -4.1% | ▼ | |
| 77 | $10.7T | 0.2% | -2.0% | ▼ | |
| 78 | $10.4T | 0.2% | -0.7% | ▼ | |
| 79 | $10.3T | 0.2% | -16.9% | ▼ | |
| 80 | $10.1T | 0.2% | -18.7% | ▼ | |
| 81 | $10.1T | 0.2% | -5.6% | ▼ | |
| 82 | $9.9T | 0.2% | +5.4% | ▼ | |
| 83 | $9.6T | 0.2% | +8.8% | ▼ | |
| 84 | $9.4T | 0.1% | +7.1% | ▼ | |
| 85 | $9.1T | 0.1% | -1.4% | ▼ | |
| 86 | $8.8T | 0.1% | -7.3% | ▼ | |
| 87 | $8.8T | 0.1% | +323.8% | ▼ | |
| 88 | $8.5T | 0.1% | +666.5% | ▼ | |
| 89 | $8.5T | 0.1% | -15.1% | ▼ | |
| 90 | $8.3T | 0.1% | -0.7% | ▼ | |
| 91 | $8.3T | 0.1% | +13.3% | ▼ | |
| 92 | $8.1T | 0.1% | -4.6% | ▼ | |
| 93 | $8.0T | 0.1% | +0.1% | ▼ | |
| 94 | $8.0T | 0.1% | -3.2% | ▼ | |
| 95 | $7.9T | 0.1% | -5.2% | ▼ | |
| 96 | $7.7T | 0.1% | -10.1% | ▼ | |
| 97 | $7.7T | 0.1% | -9.3% | ▼ | |
| 98 | $7.7T | 0.1% | -8.1% | ▼ | |
| 99 | $7.5T | 0.1% | -3.0% | ▼ | |
| 100 | $7.4T | 0.1% | -7.3% | ▼ | |
| 101 | $7.3T | 0.1% | +5.6% | ▼ | |
| 102 | $7.3T | 0.1% | -17.5% | ▼ | |
| 103 | $7.1T | 0.1% | +0.2% | ▼ | |
| 104 | $7.1T | 0.1% | -2.6% | ▼ | |
| 105 | $7.0T | 0.1% | 0.0% | ▼ | |
| 106 | $6.9T | 0.1% | +8.2% | ▼ | |
| 107 | $6.6T | 0.1% | -2.5% | ▼ | |
| 108 | $6.5T | 0.1% | +1.4% | ▼ | |
| 109 | $6.4T | 0.1% | -7.6% | ▼ | |
| 110 | $6.3T | 0.1% | -2.3% | ▼ | |
| 111 | $6.3T | 0.1% | -0.4% | ▼ | |
| 112 | $6.2T | 0.1% | -6.0% | ▼ | |
| 113 | $6.2T | 0.1% | -1.1% | ▼ | |
| 114 | $6.1T | 0.1% | -2.2% | ▼ | |
| 115 | $6.0T | 0.1% | -0.0% | ▼ | |
| 116 | $6.0T | 0.1% | -5.1% | ▼ | |
| 117 | $5.8T | 0.1% | -3.1% | ▼ | |
| 118 | $5.7T | 0.1% | +5.5% | ▼ | |
| 119 | $5.5T | 0.1% | +129.8% | ▼ | |
| 120 | $5.3T | 0.1% | -4.3% | ▼ | |
| 121 | $5.1T | 0.1% | +1.9% | ▼ | |
| 122 | $5.0T | 0.1% | -4.8% | ▼ | |
| 123 | $4.9T | 0.1% | +1.6% | ▼ | |
| 124 | $4.9T | 0.1% | -2.0% | ▼ | |
| 125 | $4.9T | 0.1% | -22.6% | ▼ | |
| 126 | $4.9T | 0.1% | -2.5% | ▼ | |
| 127 | $4.5T | 0.1% | -1.7% | ▼ | |
| 128 | $4.4T | 0.1% | -3.4% | ▼ | |
| 129 | $4.3T | 0.1% | -50.2% | ▼ | |
| 130 | $4.3T | 0.1% | -0.2% | ▼ | |
| 131 | $4.3T | 0.1% | -3.4% | ▼ | |
| 132 | $4.2T | 0.1% | -1.7% | ▼ | |
| 133 | $4.2T | 0.1% | +28.6% | ▼ | |
| 134 | $4.1T | 0.1% | -12.6% | ▼ | |
| 135 | $4.1T | 0.1% | -6.8% | ▼ | |
| 136 | $4.1T | 0.1% | +15.9% | ▼ | |
| 137 | $3.8T | 0.1% | -0.9% | ▼ | |
| 138 | $3.8T | 0.1% | -3.4% | ▼ | |
| 139 | $3.8T | 0.1% | +4.5% | ▼ | |
| 140 | $3.8T | 0.1% | -3.3% | ▼ | |
| 141 | CATNEW | $3.7T | 0.1% | — | ▼ |
| 142 | $3.7T | 0.1% | -3.1% | ▼ | |
| 143 | $3.7T | 0.1% | -22.0% | ▼ | |
| 144 | $3.6T | 0.1% | -4.0% | ▼ | |
| 145 | $3.6T | 0.1% | -2.5% | ▼ | |
| 146 | $3.6T | 0.1% | -3.3% | ▼ | |
| 147 | $3.6T | 0.1% | -8.4% | ▼ | |
| 148 | $3.6T | 0.1% | +504.9% | ▼ | |
| 149 | $3.5T | 0.1% | +12.2% | ▼ | |
| 150 | $3.4T | 0.1% | +21.5% | ▼ | |
| 151 | $3.4T | 0.1% | +0.7% | ▼ | |
| 152 | $3.3T | 0.1% | -1.6% | ▼ | |
| 153 | $3.3T | 0.1% | -6.9% | ▼ | |
| 154 | $3.2T | 0.1% | +24.1% | ▼ | |
| 155 | $3.2T | 0.1% | -8.5% | ▼ | |
| 156 | $3.2T | 0.1% | +57.1% | ▼ | |
| 157 | $3.1T | 0.0% | -7.2% | ▼ | |
| 158 | $3.0T | 0.0% | +1.3% | ▼ | |
| 159 | $3.0T | 0.0% | 0.0% | ▼ | |
| 160 | $2.9T | 0.0% | -9.3% | ▼ | |
| 161 | $2.9T | 0.0% | -2.8% | ▼ | |
| 162 | $2.9T | 0.0% | -1.5% | ▼ | |
| 163 | $2.9T | 0.0% | -1.5% | ▼ | |
| 164 | $2.8T | 0.0% | -2.4% | ▼ | |
| 165 | $2.6T | 0.0% | -1.7% | ▼ | |
| 166 | $2.3T | 0.0% | -11.0% | ▼ | |
| 167 | OKENEW | $2.3T | 0.0% | — | ▼ |
| 168 | $2.3T | 0.0% | -83.5% | ▼ | |
| 169 | $2.2T | 0.0% | -1.3% | ▼ | |
| 170 | $2.2T | 0.0% | -2.0% | ▼ | |
| 171 | $2.1T | 0.0% | -0.3% | ▼ | |
| 172 | $2.1T | 0.0% | +9.3% | ▼ | |
| 173 | $2.0T | 0.0% | +2.5% | ▼ | |
| 174 | $2.0T | 0.0% | +94.0% | ▼ | |
| 175 | $2.0T | 0.0% | -7.6% | ▼ | |
| 176 | $2.0T | 0.0% | +1.5% | ▼ | |
| 177 | $2.0T | 0.0% | -18.6% | ▼ | |
| 178 | $1.7T | 0.0% | +0.2% | ▼ | |
| 179 | $1.7T | 0.0% | -5.1% | ▼ | |
| 180 | $1.7T | 0.0% | -3.6% | ▼ | |
| 181 | $1.7T | 0.0% | -12.4% | ▼ | |
| 182 | $1.6T | 0.0% | +0.4% | ▼ | |
| 183 | $1.6T | 0.0% | -1.4% | ▼ | |
| 184 | $1.5T | 0.0% | +447.3% | ▼ | |
| 185 | $1.5T | 0.0% | -0.8% | ▼ | |
| 186 | $1.5T | 0.0% | 0.0% | ▼ | |
| 187 | $1.4T | 0.0% | +0.1% | ▼ | |
| 188 | $1.4T | 0.0% | +27.4% | ▼ | |
| 189 | $1.4T | 0.0% | +59.9% | ▼ | |
| 190 | $1.4T | 0.0% | 0.0% | ▼ | |
| 191 | $1.3T | 0.0% | -12.8% | ▼ | |
| 192 | PSANEW | $1.3T | 0.0% | — | ▼ |
| 193 | $1.3T | 0.0% | -7.8% | ▼ | |
| 194 | $1.2T | 0.0% | -19.7% | ▼ | |
| 195 | $1.2T | 0.0% | 0.0% | ▼ | |
| 196 | $1.2T | 0.0% | -22.8% | ▼ | |
| 197 | $1.2T | 0.0% | +0.1% | ▼ | |
| 198 | $1.2T | 0.0% | 0.0% | ▼ | |
| 199 | $1.1T | 0.0% | -0.3% | ▼ | |
| 200 | $1.1T | 0.0% | -0.2% | ▼ | |
| 201 | $1.0T | 0.0% | -1.1% | ▼ | |
| 202 | $1.0T | 0.0% | +3.9% | ▼ | |
| 203 | $963.8B | 0.0% | 0.0% | ▼ | |
| 204 | $928.8B | 0.0% | -1.7% | ▼ | |
| 205 | $925.7B | 0.0% | +88.0% | ▼ | |
| 206 | $912.7B | 0.0% | +0.8% | ▼ | |
| 207 | $881.4B | 0.0% | +4.4% | ▼ | |
| 208 | $840.5B | 0.0% | 0.0% | ▼ | |
| 209 | $836.1B | 0.0% | -35.0% | ▼ | |
| 210 | $831.5B | 0.0% | -2.6% | ▼ | |
| 211 | $825.7B | 0.0% | +0.8% | ▼ | |
| 212 | $809.0B | 0.0% | -2.3% | ▼ | |
| 213 | $806.3B | 0.0% | 0.0% | ▼ | |
| 214 | $802.3B | 0.0% | -20.2% | ▼ | |
| 215 | $790.2B | 0.0% | +0.4% | ▼ | |
| 216 | $785.0B | 0.0% | -65.0% | ▼ | |
| 217 | $775.5B | 0.0% | 0.0% | ▼ | |
| 218 | $754.8B | 0.0% | 0.0% | ▼ | |
| 219 | $750.6B | 0.0% | +11.2% | ▼ | |
| 220 | $741.6B | 0.0% | +36.6% | ▼ | |
| 221 | $676.9B | 0.0% | 0.0% | ▼ | |
| 222 | $675.7B | 0.0% | +0.2% | ▼ | |
| 223 | $639.8B | 0.0% | -3.8% | ▼ | |
| 224 | $623.3B | 0.0% | 0.0% | ▼ | |
| 225 | $621.5B | 0.0% | +1.6% | ▼ | |
| 226 | $613.0B | 0.0% | +0.5% | ▼ | |
| 227 | JNJNEW | $607.8B | 0.0% | — | ▼ |
| 228 | $583.6B | 0.0% | 0.0% | ▼ | |
| 229 | $582.1B | 0.0% | 0.0% | ▼ | |
| 230 | $582.0B | 0.0% | -34.3% | ▼ | |
| 231 | $578.1B | 0.0% | -63.6% | ▼ | |
| 232 | $575.6B | 0.0% | +0.3% | ▼ | |
| 233 | $568.5B | 0.0% | 0.0% | ▼ | |
| 234 | DFICNEW | $564.3B | 0.0% | — | ▼ |
| 235 | $560.7B | 0.0% | -0.4% | ▼ | |
| 236 | $557.0B | 0.0% | -95.7% | ▼ | |
| 237 | $548.2B | 0.0% | -15.1% | ▼ | |
| 238 | $546.7B | 0.0% | -4.6% | ▼ | |
| 239 | $544.5B | 0.0% | +0.5% | ▼ | |
| 240 | $544.0B | 0.0% | -2.5% | ▼ | |
| 241 | $533.0B | 0.0% | -3.1% | ▼ | |
| 242 | $525.0B | 0.0% | 0.0% | ▼ | |
| 243 | $524.3B | 0.0% | -4.0% | ▼ | |
| 244 | $510.6B | 0.0% | 0.0% | ▼ | |
| 245 | GSGNEW | $502.8B | 0.0% | — | ▼ |
| 246 | $492.8B | 0.0% | -2.2% | ▼ | |
| 247 | $475.3B | 0.0% | -90.9% | ▼ | |
| 248 | $454.0B | 0.0% | +0.4% | ▼ | |
| 249 | $441.2B | 0.0% | 0.0% | ▼ | |
| 250 | $432.0B | 0.0% | 0.0% | ▼ | |
| 251 | $426.0B | 0.0% | +0.0% | ▼ | |
| 252 | $425.5B | 0.0% | 0.0% | ▼ | |
| 253 | $421.2B | 0.0% | -28.2% | ▼ | |
| 254 | EXCNEW | $416.9B | 0.0% | — | ▼ |
| 255 | UNPNEW | $392.8B | 0.0% | — | ▼ |
| 256 | $381.7B | 0.0% | -1.8% | ▼ | |
| 257 | $379.0B | 0.0% | +247.4% | ▼ | |
| 258 | $378.5B | 0.0% | +0.3% | ▼ | |
| 259 | $365.4B | 0.0% | -87.3% | ▼ | |
| 260 | $365.3B | 0.0% | 0.0% | ▼ | |
| 261 | SOLSNEW | $363.4B | 0.0% | — | ▼ |
| 262 | $360.9B | 0.0% | -24.2% | ▼ | |
| 263 | $344.2B | 0.0% | -32.4% | ▼ | |
| 264 | $319.8B | 0.0% | 0.0% | ▼ | |
| 265 | $310.4B | 0.0% | +1.1% | ▼ | |
| 266 | $309.2B | 0.0% | -83.7% | ▼ | |
| 267 | CCINEW | $305.4B | 0.0% | — | ▼ |
| 268 | $304.8B | 0.0% | 0.0% | ▼ | |
| 269 | $289.6B | 0.0% | -95.9% | ▼ | |
| 270 | $273.1B | 0.0% | -20.9% | ▼ | |
| 271 | $271.3B | 0.0% | 0.0% | ▼ | |
| 272 | AMTNEW | $256.9B | 0.0% | — | ▼ |
| 273 | $246.9B | 0.0% | +0.1% | ▼ | |
| 274 | $245.0B | 0.0% | 0.0% | ▼ | |
| 275 | $243.9B | 0.0% | 0.0% | ▼ | |
| 276 | $235.0B | 0.0% | 0.0% | ▼ | |
| 277 | $234.7B | 0.0% | 0.0% | ▼ | |
| 278 | $231.8B | 0.0% | -59.8% | ▼ | |
| 279 | $230.5B | 0.0% | -40.3% | ▼ | |
| 280 | $223.5B | 0.0% | +2.4% | ▼ | |
| 281 | $221.6B | 0.0% | -0.4% | ▼ | |
| 282 | $219.5B | 0.0% | 0.0% | ▼ | |
| 283 | PLDNEW | $207.7B | 0.0% | — | ▼ |
| 284 | SPYVNEW | $202.8B | 0.0% | — | ▼ |
| 285 | $202.5B | 0.0% | -2.6% | ▼ | |
| 286 | AMCRNEW | $171.9B | 0.0% | — | ▼ |
Showing 286 of 286 positions
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Holdings reflect 13F filings with the SEC — quarterly disclosures required of institutional managers with $100M+ in AUM. Positions are as of quarter-end and may have changed significantly since filing. See full disclaimer.