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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

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

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
Frequently Asked Questions — AMERICAN FUNDS GLOBAL BALANCED FUND
What type of mutual fund is AMERICAN FUNDS GLOBAL BALANCED FUND?
AMERICAN FUNDS GLOBAL BALANCED FUND is a SEC-registered Balanced fund, with $31.5B in assets under management. Balanced funds hold a blend of stocks and bonds, aiming to balance growth potential with income generation and capital preservation. The exact allocation between equities and fixed income varies by fund mandate and is rebalanced periodically. They suit investors seeking moderate risk exposure without managing separate equity and bond positions. As of its latest SEC N-PORT filing, AMERICAN FUNDS GLOBAL BALANCED FUND holds 100 portfolio positions, all detailed in the holdings table on this page.
What are AMERICAN FUNDS GLOBAL BALANCED FUND's assets under management (AUM)?
AMERICAN FUNDS GLOBAL BALANCED FUND has $31.5B in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are AMERICAN FUNDS GLOBAL BALANCED FUND's top holdings?
According to AMERICAN FUNDS GLOBAL BALANCED FUND's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include JPMORGAN CHASE & CO, JPMORGAN CHASE & CO, ALPHABET INC , among others. The complete list of all 100 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is AMERICAN FUNDS GLOBAL BALANCED FUND's expense ratio?
Expense ratio data for AMERICAN FUNDS GLOBAL BALANCED FUND is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find AMERICAN FUNDS GLOBAL BALANCED FUND's SEC filings?
AMERICAN FUNDS GLOBAL BALANCED FUND is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001505612. You can access all of AMERICAN FUNDS GLOBAL BALANCED FUND's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0001505612). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is AMERICAN FUNDS GLOBAL BALANCED FUND's holdings data on StockSifting?
Holdings data for AMERICAN FUNDS GLOBAL BALANCED FUND on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.