Capital Group Core Balanced ETF
About this Fund
Capital Group Core Balanced ETF is a renowned mutual fund company that specializes in providing a wide range of investment solutions to cater to the diverse needs of its clients. With a strong focus on asset management, the company offers an array of mutual funds across various categories, including equity, debt, hybrid, and money market funds, allowing investors to create a well-diversified portfolio. By leveraging its expertise in wealth management, Capital Group Core Balanced ETF empowers investors to achieve their long-term financial goals, whether it's saving for retirement, funding a child's education, or accumulating wealth. The company's investment approach is centered around a disciplined and research-driven process, which enables its team of experienced professionals to identify attractive investment opportunities and make informed decisions. For investors seeking a hassle-free and disciplined approach to investing, the company's Systematic Investment Plan (SIP) is an ideal option, allowing them to invest a fixed amount of money at regular intervals, thereby reducing the impact of market volatility. With a keen focus on investor satisfaction, Capital Group Core Balanced ETF prioritizes transparency, flexibility, and customer support, ensuring that its clients are always well-informed and empowered to make the right investment decisions. The company's commitment to delivering exceptional investment outcomes, combined with its robust risk management framework, has earned the trust of investors, who appreciate its unwavering dedication to helping them navigate the complexities of the financial markets. As a trusted partner in wealth creation, Capital Group Core Balanced ETF continues to build on its legacy of excellence, driven by its passion for delivering outstanding investment results and its relentless pursuit of innovation in the field of mutual fund and asset management. By choosing Capital Group Core Balanced ETF, investors can tap into the company's vast expertise and resources, gaining access to a broad spectrum of investment solutions, from conservative debt funds to aggressive equity funds, and everything in between, including hybrid and sector-specific funds, all designed to meet their unique investment objectives and risk tolerance. With its strong foundation, extensive experience, and proven track record, Capital Group Core Balanced ETF has established itself as a leading player in the mutual fund industry, synonymous with trust, reliability, and investment excellence.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | ATI ATI Inc Since 2026-05-10 | 01741R102 | Equity (Common) |
1.48%
|
$65.35 | 569,433 |
| 2 | ALNY Alnylam Pharmaceuticals Inc Since 2026-05-10 | 02043Q107 | Equity (Common) |
0.61%
|
$26.75 | 67,257 |
| 3 | GOOG Alphabet Inc Since 2026-05-10 | 02079K107 | Equity (Common) |
2.55%
|
$112.27 | 357,765 |
| 4 | AMZN Amazon.com Inc Since 2026-05-10 | 023135106 | Equity (Common) |
0.79%
|
$34.63 | 150,044 |
| 5 | AMGN Amgen Inc Since 2026-05-10 | 031162100 | Equity (Common) |
0.66%
|
$29.22 | 89,264 |
| 6 | APO Apollo Global Management Inc Since 2026-05-10 | 03769M106 | Equity (Common) |
1.17%
|
$51.37 | 354,873 |
| 7 | AAPL Apple Inc Since 2026-05-10 | 037833100 | Equity (Common) |
1.26%
|
$55.45 | 203,956 |
| 8 | OWL Blue Owl Capital Inc Since 2026-05-10 | 09581B103 | Equity (Common) |
0.53%
|
$23.39 | 1,565,460 |
| 9 | BKNG Booking Holdings Inc Since 2026-05-10 | 09857L108 | Equity (Common) |
1.34%
|
$59.21 | 11,056 |
| 10 | AVGO Broadcom Inc Since 2026-05-10 | 11135F101 | Equity (Common) |
4.71%
|
$207.56 | 599,725 |
| 11 | BRO Brown & Brown Inc Since 2026-05-10 | 115236101 | Equity (Common) |
0.39%
|
$17.27 | 216,728 |
| 12 | CAT Caterpillar Inc Since 2026-05-10 | 149123101 | Equity (Common) |
0.61%
|
$26.74 | 46,683 |
| 13 | COP ConocoPhillips Since 2026-05-10 | 20825C104 | Equity (Common) |
0.40%
|
$17.48 | 186,701 |
| 14 | DRI Darden Restaurants Inc Since 2026-05-10 | 237194105 | Equity (Common) |
0.42%
|
$18.28 | 99,337 |
| 15 | META Meta Platforms Inc Since 2026-05-10 | 30303M102 | Equity (Common) |
1.32%
|
$58.22 | 88,202 |
| 16 | FISV Fiserv Inc Since 2026-05-10 | 337738108 | Equity (Common) |
0.40%
|
$17.41 | 259,150 |
| 17 | AJG Arthur J Gallagher & Co Since 2026-05-10 | 363576109 | Equity (Common) |
1.07%
|
$46.99 | 181,597 |
| 18 | GILD Gilead Sciences Inc Since 2026-05-10 | 375558103 | Equity (Common) |
0.99%
|
$43.65 | 355,655 |
| 19 | ILMN Illumina Inc Since 2026-05-10 | 452327109 | Equity (Common) |
0.42%
|
$18.53 | 141,284 |
| 20 | IR Ingersoll Rand Inc Since 2026-05-10 | 45687V106 | Equity (Common) |
0.50%
|
$21.88 | 276,201 |
| 21 | JPM JPMorgan Chase & Co Since 2026-05-10 | 46625H100 | Equity (Common) |
0.69%
|
$30.21 | 93,761 |
| 22 | LHX L3Harris Technologies Inc Since 2026-05-10 | 502431109 | Equity (Common) |
0.92%
|
$40.51 | 137,979 |
| 23 | MSTR Strategy Inc Since 2026-05-10 | 594972408 | Equity (Common) |
0.16%
|
$7.17 | 47,191 |
| 24 | MU Micron Technology Inc Since 2026-05-10 | 595112103 | Equity (Common) |
0.73%
|
$31.95 | 111,927 |
| 25 | NKE NIKE Inc Since 2026-05-10 | 654106103 | Equity (Common) |
0.41%
|
$18.16 | 285,068 |
| 26 | PM Philip Morris International Inc Since 2026-05-10 | 718172109 | Equity (Common) |
2.25%
|
$99.15 | 618,161 |
| 27 | RGLD Royal Gold Inc Since 2026-05-10 | 780287108 | Equity (Common) |
1.19%
|
$52.46 | 235,985 |
| 28 | CRM Salesforce Inc Since 2026-05-10 | 79466L302 | Equity (Common) |
0.52%
|
$23.00 | 86,803 |
| 29 | TMO Thermo Fisher Scientific Inc Since 2026-05-10 | 883556102 | Equity (Common) |
0.55%
|
$24.06 | 41,518 |
| 30 | URI United Rentals Inc Since 2026-05-10 | 911363109 | Equity (Common) |
0.50%
|
$22.16 | 27,377 |
| 31 | V Visa Inc Since 2026-05-10 | 92826C839 | Equity (Common) |
0.92%
|
$40.32 | 114,971 |
| 32 | WPM Wheaton Precious Metals Corp Since 2026-05-10 | 962879102 | Equity (Common) |
1.08%
|
$47.75 | 406,315 |
| 33 | AON Aon PLC Since 2026-05-10 | — | Equity (Common) |
1.09%
|
$47.83 | 135,539 |
| 34 | RCL Royal Caribbean Cruises Ltd Since 2026-05-10 | — | Equity (Common) |
0.75%
|
$33.08 | 118,596 |