Capital Group Private Client Services, Inc.

RIA/Wealth

Capital Group Private Client Services, Inc. is a RIA/Wealth based in Los Angeles, CA led by Matthew Philip O'Connor, reporting $38.3B in AUM as of Q3 2025 with 52% ETF concentration, 56% concentrated in top 10 holdings, and 17% allocation to CGGR.

ChairmanMatthew Philip O'Connor

Portfolio Value: $5.9B
Positions: 276
Top Holding: CGGR at 17.31%
Last Reported: Q3 2025

Address333 South Hope Street, Los Angeles, CA, 90071, United States

Top Holdings

Largest long holdings in Capital Group Private Client Services, Inc.'s portfolio (56.1% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Capital Group Growth CGGR	ETF ETF	$1.0B	17.31%	+$51.8M Bought	— 23.4M shares	Q1 2022 Held for 3y 8m
2 Capital Group Global Growth Equity CGGO	ETF ETF	$692.9M	11.65%	+$70.3M Bought	— 20.3M shares	Q1 2022 Held for 3y 8m
3 CGDV Capital Group Dividend Value CGDV	ETF ETF	$397.6M	6.68%	+$32.8M Bought	— 9.5M shares	Q1 2022 Held for 3y 8m
4 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$239.4M	4.03%	-$223.9M Sold	0.01% 983.2K shares	Q3 2021 Held for 4y 2m
5 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$199.8M	3.36%	-$111.7M Sold	0.01% 821.8K shares	Q3 2021 Held for 4y 2m
6 CGUS Capital Group Core Equity CGUS	ETF ETF	$180.1M	3.03%	+$5.6M Bought	— 4.6M shares	Q1 2022 Held for 3y 8m
7 Capital Group Dividend Growers CGDG	ETF ETF	$163.5M	2.75%	+$22.2M Bought	— 4.7M shares	Q4 2023 Held for 1y 11m
8 Broadcom Inc. AVGO	Semiconductors Technology	$163.2M	2.74%	-$549.9M Sold	0.01% 494.5K shares	Q3 2021 Held for 4y 2m
9 CGGE Capital Group Global Equity ETF CGGE	Unknown Unknown	$138.0M	2.32%	+$53.0M Bought	— 4.5M shares	Q2 2024 Held for 1y 5m
10 Microsoft MSFT	Software - Infrastructure Technology	$131.8M	2.21%	-$388.5M Sold	0.00% 254.4K shares	Q3 2021 Held for 4y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Capital Group Private Client Services, Inc.'s latest filing

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Market Value

$5.9B

Prior: $11.5B

Q/Q Change

-48.28%

-$5.6B

Net Flows % of MV

-106.31%

Turnover Ratio

59.43%

New Purchases

13 stocks

$9.0M

Added To

63 stocks

+$361.7M

Sold Out Of

17 stocks

$44.5M

Reduced Holdings

179 stocks

-$6.7B

Increased Positions

Position	Shares Δ	Change
1 Amphenol APH	New	0 → 17.7K +$2.2M
2 Gartner IT	New	0 → 6.2K +$1.6M
3 Schwab International Equity SCHF	New	0 → 49.0K +$1.1M
4 Vanguard Tax-Exempt Bond Index Fund VTEB	New	0 → 16.3K +$815.4K
5 Smurfit Kappa Group SW	New	0 → 16.7K +$710.6K

Decreased Positions

Position	Shares Δ	Change
1 Eaton Corporation ETN	Sold	30.5K → 0 −$10.9M
2 Globant GLOB	Sold	77.3K → 0 −$7.0M
3 Molina Healthcare MOH	Sold	12.0K → 0 −$3.6M
4 TFI International TFII	Sold	38.0K → 0 −$3.4M
5 First American Financial FAF	Sold	54.9K → 0 −$3.4M