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AMERICAN FUNDS GLOBAL BALANCED FUND

CIK: 0001505612 Balanced
Report date: 2026-03-30
AUM $31.5B
Expense Ratio
Category Balanced
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-30

Holdings

From latest SEC N-PORT filing · US-listed stocks only

100 positions
# 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