AMERICAN FUNDS GLOBAL BALANCED FUND
About this Fund
American Funds Global Balanced Fund is a renowned mutual fund company that has been at the forefront of asset management, providing investors with a wide range of investment solutions to help them achieve their long-term financial goals. With a strong focus on wealth management, the company offers a diverse portfolio of mutual funds that cater to varying investor risk profiles and investment objectives. The company's product lineup includes equity funds, debt funds, hybrid funds, and other specialized investment vehicles, all designed to provide investors with the flexibility and diversification they need to navigate complex market conditions. For investors looking to adopt a disciplined investment approach, American Funds Global Balanced Fund also offers systematic investment plans, or SIPs, which enable them to invest a fixed amount of money at regular intervals, regardless of market fluctuations. By doing so, investors can reduce the impact of market volatility and benefit from the power of compounding over the long term. The company's investor-centric approach has earned it the trust of countless investors, who appreciate the expertise and guidance provided by its team of experienced investment professionals. With a deep understanding of the markets and a commitment to delivering exceptional investment results, American Funds Global Balanced Fund has established itself as a trusted partner for individuals, institutions, and financial advisors seeking to create and manage wealth. By leveraging its extensive research capabilities, robust risk management framework, and rigorous investment process, the company is able to identify attractive investment opportunities and construct portfolios that are aligned with its investors' unique needs and objectives. As a result, American Funds Global Balanced Fund has become a go-to destination for investors seeking to build a diversified investment portfolio, manage risk, and achieve their financial goals through a combination of strategic asset allocation, careful portfolio construction, and ongoing investment monitoring. With its rich history, proven track record, and unwavering commitment to investor satisfaction, American Funds Global Balanced Fund continues to be a leading player in the mutual fund industry, helping investors worldwide to achieve financial success and security through its comprehensive range of asset management and investment solutions. The company's dedication to transparency, accountability, and investor education has also contributed to its reputation as a trusted and reliable mutual fund provider, and its investment products are widely recognized for their quality, consistency, and value. Whether investors are seeking to grow their wealth, generate income, or preserve their capital, American Funds Global Balanced Fund offers a range of mutual fund options that can help them achieve their investment objectives, making it an ideal choice for those looking to benefit from the expertise and resources of a seasoned asset management company.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | JPM JPMORGAN CHASE & CO Since 2026-05-10 | 46647PBW5 | Debt |
0.00%
|
$0.53 | 529,000 |
| 2 | JPM JPMORGAN CHASE & CO Since 2026-05-10 | 46647PDU7 | Debt |
0.02%
|
$5.48 | 5,320,000 |
| 3 | GOOG ALPHABET INC Since 2026-05-10 | 02079K107 | Equity (Common) |
0.50%
|
$158.81 | 469,121 |
| 4 | GOOG ALPHABET INC Since 2026-05-10 | 02079K305 | Equity (Common) |
1.42%
|
$448.03 | 1,325,537 |
| 5 | JPM JPMORGAN CHASE & CO Since 2026-05-10 | 46625H100 | Equity (Common) |
0.65%
|
$205.63 | 672,228 |
| 6 | MDT MEDTRONIC PLC Since 2026-05-10 | N/A | Equity (Common) |
0.29%
|
$92.30 | 896,457 |
| 7 | META META PLATFORMS INC Since 2026-05-10 | 30303M102 | Equity (Common) |
0.69%
|
$216.85 | 302,653 |
| 8 | MOH MOLINA HEALTHCARE INC Since 2026-05-10 | 60855R100 | Equity (Common) |
0.14%
|
$42.64 | 237,437 |
| 9 | MRSH MARSH & MCLENNAN COMPANIES INC Since 2026-05-10 | 571748102 | Equity (Common) |
0.54%
|
$171.83 | 913,080 |
| 10 | PM PHILIP MORRIS INTERNATIONAL INC Since 2026-05-10 | 718172DV8 | Debt |
0.00%
|
$0.62 | 525,000 |
| 11 | PM PHILIP MORRIS INTERNATIONAL INC Since 2026-05-10 | 718172DY2 | Debt |
0.00%
|
$0.24 | 241,000 |
| 12 | PM PHILIP MORRIS INTERNATIONAL INC Since 2026-05-10 | 718172CP2 | Debt |
0.01%
|
$1.91 | 2,078,000 |
| 13 | ABBV ABBVIE INC Since 2026-05-10 | 00287YDV8 | Debt |
0.00%
|
$0.03 | 25,000 |
| 14 | ABBV ABBVIE INC Since 2026-05-10 | 00287YDX4 | Debt |
0.00%
|
$0.07 | 75,000 |
| 15 | ABBV ABBVIE INC Since 2026-05-10 | 00287YDW6 | Debt |
0.00%
|
$0.19 | 200,000 |
| 16 | ABBV ABBVIE INC Since 2026-05-10 | 00287YDU0 | Debt |
0.00%
|
$0.10 | 100,000 |
| 17 | ABBV ABBVIE INC Since 2026-05-10 | 00287YAY5 | Debt |
0.01%
|
$3.00 | 3,000,000 |
| 18 | ABT ABBOTT LABORATORIES Since 2026-05-10 | 002824BF6 | Debt |
0.00%
|
$1.13 | 1,133,000 |
| 19 | T AT&T INC Since 2026-05-10 | N/A | Debt |
0.03%
|
$8.79 | 6,395,000 |
| 20 | MO ALTRIA GROUP INC Since 2026-05-10 | 02209SAY9 | Debt |
0.02%
|
$7.44 | 6,300,000 |
| 21 | ADBE ADOBE INC Since 2026-05-10 | 00724PAC3 | Debt |
0.01%
|
$3.53 | 3,585,000 |
| 22 | T AT&T INC Since 2026-05-10 | 00206RJV5 | Debt |
0.01%
|
$3.79 | 3,440,000 |
| 23 | T AT&T INC Since 2026-05-10 | 00206RJY9 | Debt |
0.01%
|
$2.32 | 2,525,000 |
| 24 | T AT&T INC Since 2026-05-10 | 00206RJX1 | Debt |
0.00%
|
$0.98 | 1,000,000 |
| 25 | AMZN AMAZON.COM INC Since 2026-05-10 | 023135BT2 | Debt |
0.01%
|
$2.48 | 4,165,000 |
| 26 | T AT&T INC Since 2026-05-10 | 00206RKJ0 | Debt |
0.00%
|
$0.44 | 652,000 |
| 27 | T AT&T INC Since 2026-05-10 | 00206RMM1 | Debt |
0.02%
|
$7.57 | 8,900,000 |
| 28 | ICE INTERCONTINENTAL EXCHANGE INC Since 2026-05-10 | N/A | DIR |
0.00%
|
$0.26 | 460 |
| 29 | URI UNITED RENTALS INC Since 2026-05-10 | 911363109 | Equity (Common) |
0.14%
|
$42.85 | 54,798 |
| 30 | GEHC GE HEALTHCARE TECHNOLOGIES INC Since 2026-05-10 | 36266G107 | Equity (Common) |
0.09%
|
$28.36 | 359,085 |
| 31 | GFL GFL ENVIRONMENTAL INC Since 2026-05-10 | 36168Q104 | Equity (Common) |
0.11%
|
$33.63 | 782,998 |
| 32 | GILD GILEAD SCIENCES INC Since 2026-05-10 | 375558103 | Equity (Common) |
0.58%
|
$181.68 | 1,279,917 |
| 33 | NFLX NETFLIX INC Since 2026-05-10 | 64110L106 | Equity (Common) |
0.16%
|
$51.28 | 614,230 |
| 34 | OMC OMNICOM GROUP INC Since 2026-05-10 | 681919106 | Equity (Common) |
0.20%
|
$62.74 | 814,397 |
| 35 | PAYX PAYCHEX INC Since 2026-05-10 | 704326107 | Equity (Common) |
0.13%
|
$40.48 | 392,567 |
| 36 | PCAR PACCAR INC Since 2026-05-10 | 693718108 | Equity (Common) |
0.12%
|
$36.72 | 298,729 |
| 37 | PM PHILIP MORRIS INTERNATIONAL INC Since 2026-05-10 | 718172109 | Equity (Common) |
1.12%
|
$352.34 | 1,963,557 |
| 38 | RCL ROYAL CARIBBEAN CRUISES LTD Since 2026-05-10 | N/A | Equity (Common) |
0.25%
|
$78.10 | 240,558 |
| 39 | VIK VIKING HOLDINGS LTD Since 2026-05-10 | N/A | Equity (Common) |
0.16%
|
$49.11 | 680,612 |
| 40 | AMGN AMGEN INC Since 2026-05-10 | 031162DR8 | Debt |
0.04%
|
$11.17 | 10,792,000 |
| 41 | HON HONEYWELL INTERNATIONAL INC Since 2026-05-10 | 438516CW4 | Debt |
0.01%
|
$4.50 | 3,795,000 |
| 42 | VZ VERIZON COMMUNICATIONS INC Since 2026-05-10 | N/A | Debt |
0.01%
|
$4.57 | 4,480,000 |
| 43 | VZ VERIZON COMMUNICATIONS INC Since 2026-05-10 | N/A | Debt |
0.03%
|
$10.78 | 9,780,000 |
| 44 | XEL XCEL ENERGY INC Since 2026-05-10 | 98389BAU4 | Debt |
0.02%
|
$4.88 | 4,902,000 |
| 45 | C CITIGROUP INC Since 2026-05-10 | 17327CAT0 | Debt |
0.00%
|
$0.20 | 200,000 |
| 46 | HSBC HSBC HOLDINGS PLC Since 2026-05-10 | 404280FE4 | Debt |
0.04%
|
$13.62 | 13,560,000 |
| 47 | HSBC HSBC HOLDINGS PLC Since 2026-05-10 | 404280BT5 | Debt |
0.01%
|
$2.62 | 2,600,000 |
| 48 | HON HONEYWELL INTERNATIONAL INC Since 2026-05-10 | 438516BY1 | Debt |
0.00%
|
$1.09 | 1,060,000 |
| 49 | HSBC HSBC HOLDINGS PLC Since 2026-05-10 | 404280CF4 | Debt |
0.00%
|
$1.23 | 1,200,000 |
| 50 | HSBC HSBC HOLDINGS PLC Since 2026-05-10 | 404280DR7 | Debt |
0.07%
|
$21.67 | 20,530,000 |
| 51 | HSBC HSBC HOLDINGS PLC Since 2026-05-10 | 404280EC9 | Debt |
0.07%
|
$22.65 | 19,913,000 |
| 52 | JPM JPMORGAN CHASE & CO Since 2026-05-10 | 46647PEQ5 | Debt |
0.01%
|
$4.57 | 4,500,000 |
| 53 | JPM JPMORGAN CHASE & CO Since 2026-05-10 | 46647PEX0 | Debt |
0.03%
|
$8.38 | 8,030,000 |
| 54 | JPM JPMORGAN CHASE & CO Since 2026-05-10 | 46647PFE1 | Debt |
0.00%
|
$0.35 | 355,000 |
| 55 | VZ VERIZON COMMUNICATIONS INC Since 2026-05-10 | 92343VGY4 | Debt |
0.02%
|
$5.46 | 5,560,000 |
| 56 | AON AON CORP Since 2026-05-10 | 03740LAD4 | Debt |
0.00%
|
$0.59 | 600,000 |
| 57 | AMGN AMGEN INC Since 2026-05-10 | 031162DJ6 | Debt |
0.00%
|
$0.78 | 800,000 |
| 58 | AMGN AMGEN INC Since 2026-05-10 | 031162DT4 | Debt |
0.06%
|
$19.70 | 19,999,000 |
| 59 | T AT&T INC Since 2026-05-10 | 00206RMS8 | Debt |
0.01%
|
$1.75 | 1,410,000 |
| 60 | AVGO BROADCOM INC Since 2026-05-10 | 11135FCT6 | Debt |
0.02%
|
$5.94 | 6,531,000 |
| 61 | BAX BAXTER INTERNATIONAL INC Since 2026-05-10 | 071813DE6 | Debt |
0.01%
|
$2.20 | 2,180,000 |
| 62 | AVGO BROADCOM INC Since 2026-05-10 | 11135FAQ4 | Debt |
0.00%
|
$0.38 | 380,000 |
| 63 | AVGO BROADCOM INC Since 2026-05-10 | 11135FBR1 | Debt |
0.01%
|
$3.90 | 3,915,000 |
| 64 | CE CELANESE CORPORATION Since 2026-05-10 | 150870103 | Equity (Common) |
0.04%
|
$13.81 | 310,825 |
| 65 | D DOMINION ENERGY INC Since 2026-05-10 | 25746U109 | Equity (Common) |
1.03%
|
$325.87 | 5,415,831 |
| 66 | REGN REGENERON PHARMACEUTICALS INC Since 2026-05-10 | 75886FAE7 | Debt |
0.01%
|
$3.13 | 3,502,000 |
| 67 | SW SMURFIT WESTROCK PLC Since 2026-05-10 | N/A | Equity (Common) |
0.36%
|
$112.72 | 2,707,562 |
| 68 | T AT&T INC Since 2026-05-10 | 00206R102 | Equity (Common) |
0.76%
|
$239.28 | 9,129,255 |
| 69 | UBER UBER TECHNOLOGIES INC Since 2026-05-10 | 90353T100 | Equity (Common) |
0.35%
|
$109.22 | 1,364,402 |
| 70 | NEE NEXTERA ENERGY INC Since 2026-05-10 | 65339F101 | Equity (Common) |
0.24%
|
$75.77 | 861,963 |
| 71 | NEE NEXTERA ENERGY INC Since 2026-05-10 | 65339F119 | Equity (Preferred) |
0.30%
|
$94.13 | 1,842,800 |
| 72 | AAPL APPLE INC Since 2026-05-10 | 037833100 | Equity (Common) |
0.77%
|
$241.86 | 932,104 |
| 73 | ABBV ABBVIE INC Since 2026-05-10 | 00287Y109 | Equity (Common) |
0.25%
|
$78.18 | 350,565 |
| 74 | ABT ABBOTT LABORATORIES Since 2026-05-10 | 002824100 | Equity (Common) |
0.64%
|
$202.64 | 1,853,990 |
| 75 | ACN ACCENTURE PLC Since 2026-05-10 | N/A | Equity (Common) |
0.14%
|
$45.23 | 171,573 |
| 76 | ADP AUTOMATIC DATA PROCESSING INC Since 2026-05-10 | 053015103 | Equity (Common) |
0.22%
|
$69.94 | 283,350 |
| 77 | ALNY ALNYLAM PHARMACEUTICALS INC Since 2026-05-10 | 02043Q107 | Equity (Common) |
0.29%
|
$91.11 | 269,513 |
| 78 | AMAT APPLIED MATERIALS INC Since 2026-05-10 | 038222105 | Equity (Common) |
0.25%
|
$77.56 | 240,643 |
| 79 | AMZN AMAZON.COM INC Since 2026-05-10 | 023135106 | Equity (Common) |
1.46%
|
$459.47 | 1,920,072 |
| 80 | APO APOLLO GLOBAL MANAGEMENT INC Since 2026-05-10 | 03769M304 | Equity (Preferred) |
0.29%
|
$92.99 | 1,340,451 |
| 81 | AVGO BROADCOM INC Since 2026-05-10 | 11135F101 | Equity (Common) |
2.70%
|
$851.93 | 2,571,486 |
| 82 | AZN ASTRAZENECA PLC Since 2026-05-10 | N/A | Equity (Common) |
0.14%
|
$42.98 | 230,963 |
| 83 | BLK BLACKROCK INC Since 2026-05-10 | 09290D101 | Equity (Common) |
0.13%
|
$42.14 | 37,664 |
| 84 | BMRN BIOMARIN PHARMACEUTICAL INC Since 2026-05-10 | 09061G101 | Equity (Common) |
0.13%
|
$41.64 | 736,542 |
| 85 | CAT CATERPILLAR INC Since 2026-05-10 | 149123101 | Equity (Common) |
0.15%
|
$45.76 | 69,618 |
| 86 | CVE CENOVUS ENERGY INC Since 2026-05-10 | 15135UAR0 | Debt |
0.00%
|
$0.48 | 523,000 |
| 87 | CRBG COREBRIDGE FINANCIAL INC Since 2026-05-10 | 21871XAH2 | Debt |
0.02%
|
$5.04 | 5,290,000 |
| 88 | D DOMINION ENERGY INC Since 2026-05-10 | 25746UDL0 | Debt |
0.00%
|
$0.22 | 250,000 |
| 89 | EIX EDISON INTERNATIONAL Since 2026-05-10 | 281020BA4 | Debt |
0.00%
|
$0.15 | 150,000 |
| 90 | EIX EDISON INTERNATIONAL Since 2026-05-10 | 281020BC0 | Debt |
0.01%
|
$2.83 | 2,693,000 |
| 91 | EQIX EQUINIX INC Since 2026-05-10 | 29444UBH8 | Debt |
0.02%
|
$5.14 | 5,662,000 |
| 92 | EQIX EQUINIX INC Since 2026-05-10 | 29444UBJ4 | Debt |
0.00%
|
$1.11 | 1,738,000 |
| 93 | ES EVERSOURCE ENERGY Since 2026-05-10 | 30040WAN8 | Debt |
0.00%
|
$0.42 | 425,000 |
| 94 | EIX EDISON INTERNATIONAL Since 2026-05-10 | 281020AW7 | Debt |
0.00%
|
$0.62 | 579,000 |
| 95 | EIX EDISON INTERNATIONAL Since 2026-05-10 | 281020AY3 | Debt |
0.00%
|
$0.64 | 628,000 |
| 96 | GEHC GE HEALTHCARE TECHNOLOGIES INC Since 2026-05-10 | 36266GAA5 | Debt |
0.01%
|
$2.22 | 2,175,000 |
| 97 | PM PHILIP MORRIS INTERNATIONAL INC Since 2026-05-10 | 718172AW9 | Debt |
0.00%
|
$0.70 | 819,000 |
| 98 | PM PHILIP MORRIS INTERNATIONAL INC Since 2026-05-10 | 718172BD0 | Debt |
0.00%
|
$1.00 | 1,081,000 |
| 99 | PM PHILIP MORRIS INTERNATIONAL INC Since 2026-05-10 | 718172CX5 | Debt |
0.02%
|
$7.35 | 6,883,000 |
| 100 | JPM JPMORGAN CHASE & CO Since 2026-05-10 | 46647PFJ0 | Debt |
0.01%
|
$4.49 | 4,525,000 |