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GEORGE PUTNAM BALANCED FUND

CIK: 0000081259 Balanced
Report date: 2026-03-27
AUM $2.3B
Expense Ratio
Category Balanced
State MA
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-27

Holdings

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

167 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 JPM JPMorgan Chase & Co. Since 2026-05-10 46647PDK9 Debt
0.07%
$1.62 1,532,000
2 CBRE CBRE Group, Inc. Since 2026-05-10 12504L109 Equity (Common)
0.11%
$2.62 15,394
3 AVGO Broadcom, Inc. Since 2026-05-10 11135FAQ4 Debt
0.04%
$1.00 1,003,000
4 JPM JPMorgan Chase & Co. Since 2026-05-10 46625HRY8 Debt
0.09%
$2.08 2,088,000
5 TPR Tapestry, Inc. Since 2026-05-10 876030AA5 Debt
0.01%
$0.19 211,000
6 ZTS Zoetis, Inc. Since 2026-05-10 98978VAX1 Debt
0.09%
$2.06 2,045,000
7 MRK Merck & Co., Inc. Since 2026-05-10 58933YBZ7 Debt
0.02%
$0.40 405,000
8 BLK BlackRock, Inc. Since 2026-05-10 09290D101 Equity (Common)
0.35%
$7.97 7,119
9 HUM Humana, Inc. Since 2026-05-10 444859BU5 Debt
0.05%
$1.05 1,025,000
10 GOOG Alphabet, Inc. Since 2026-05-10 02079K305 Equity (Common)
3.62%
$83.12 245,923
11 WMT Walmart, Inc. Since 2026-05-10 931142103 Equity (Common)
0.86%
$19.80 166,188
12 CME CME Group, Inc. Since 2026-05-10 12572Q105 Equity (Common)
0.19%
$4.42 15,294
13 CRH CRH plc Since 2026-05-10 N/A Equity (Common)
0.42%
$9.56 78,066
14 AMZN Amazon.com, Inc. Since 2026-05-10 023135106 Equity (Common)
2.89%
$66.28 276,993
15 NOW ServiceNow, Inc. Since 2026-05-10 81762PAE2 Debt
0.05%
$1.20 1,362,000
16 EPR EPR Properties Since 2026-05-10 26884UAD1 Debt
0.01%
$0.26 255,000
17 BJ BJ's Wholesale Club Holdings, Inc. Since 2026-05-10 05550J101 Equity (Common)
0.11%
$2.45 26,466
18 IT Gartner, Inc. Since 2026-05-10 366651AE7 Debt
0.02%
$0.52 545,000
19 JPM JPMorgan Chase & Co. Since 2026-05-10 46647PEW2 Debt
0.02%
$0.51 491,000
20 WCN Waste Connections, Inc. Since 2026-05-10 94106BAG6 Debt
0.02%
$0.53 520,000
21 ABBV AbbVie, Inc. Since 2026-05-10 00287YDU0 Debt
0.01%
$0.31 301,000
22 AAPL Apple, Inc. Since 2026-05-10 037833100 Equity (Common)
3.01%
$69.07 266,199
23 MSI Motorola Solutions, Inc. Since 2026-05-10 620076BT5 Debt
0.01%
$0.18 195,000
24 NEE NextEra Energy, Inc. Since 2026-05-10 65339F101 Equity (Common)
0.35%
$7.92 90,083
25 HWM Howmet Aerospace, Inc. Since 2026-05-10 443201AB4 Debt
0.04%
$0.92 942,000
26 C Citigroup, Inc. Since 2026-05-10 17327CBC6 Debt
0.07%
$1.57 1,537,000
27 LUV Southwest Airlines Co. Since 2026-05-10 844741108 Equity (Common)
0.21%
$4.74 99,811
28 OMC Omnicom Group, Inc. Since 2026-05-10 681919BP0 Debt
0.07%
$1.68 1,668,000
29 KVUE Kenvue, Inc. Since 2026-05-10 49177JAS1 Debt
0.01%
$0.20 200,000
30 MRK Merck & Co., Inc. Since 2026-05-10 58933Y105 Equity (Common)
0.33%
$7.50 68,016
31 MSI Motorola Solutions, Inc. Since 2026-05-10 620076CB3 Debt
0.03%
$0.79 761,000
32 EQIX Equinix, Inc. Since 2026-05-10 29444UBE5 Debt
0.06%
$1.43 1,483,000
33 NTR Nutrien Ltd. Since 2026-05-10 67077MAE8 Debt
0.05%
$1.17 1,170,000
34 TSLA Tesla, Inc. Since 2026-05-10 88160R101 Equity (Common)
1.11%
$25.44 59,111
35 HWM Howmet Aerospace, Inc. Since 2026-05-10 013817AK7 Debt
0.02%
$0.56 512,000
36 AGO Assured Guaranty Ltd. Since 2026-05-10 N/A Equity (Common)
0.05%
$1.26 14,869
37 TT Trane Technologies plc Since 2026-05-10 N/A Equity (Common)
0.02%
$0.46 1,095
38 MRK Merck & Co., Inc. Since 2026-05-10 58933YBY0 Debt
0.01%
$0.25 250,000
39 MRVL Marvell Technology, Inc. Since 2026-05-10 573874104 Equity (Common)
0.74%
$16.94 214,621
40 OKE ONEOK, Inc. Since 2026-05-10 682680CD3 Debt
0.04%
$0.85 845,000
41 ATR AptarGroup, Inc. Since 2026-05-10 038336AB9 Debt
0.02%
$0.53 525,000
42 USFD US Foods Holding Corp. Since 2026-05-10 912008109 Equity (Common)
0.06%
$1.28 15,316
43 ILMN Illumina, Inc. Since 2026-05-10 452327AQ2 Debt
0.02%
$0.54 536,000
44 IT Gartner, Inc. Since 2026-05-10 366651AG2 Debt
0.01%
$0.14 141,000
45 PUK Prudential plc Since 2026-05-10 N/A Equity (Common)
0.24%
$5.58 339,624
46 ENB Enbridge, Inc. Since 2026-05-10 29250NAL9 Debt
0.02%
$0.42 416,000
47 ADI Analog Devices, Inc. Since 2026-05-10 032654BB0 Debt
0.04%
$0.84 811,000
48 AMGN Amgen, Inc. Since 2026-05-10 031162DT4 Debt
0.01%
$0.32 320,000
49 CRH CRH plc Since 2026-05-10 N/A Equity (Common)
0.02%
$0.46 3,762
50 C Citigroup, Inc. Since 2026-05-10 172967LP4 Debt
0.00%
$0.01 10,000
51 CRBG Corebridge Financial, Inc. Since 2026-05-10 21871X109 Equity (Common)
0.08%
$1.92 62,386
52 VZ Verizon Communications, Inc. Since 2026-05-10 92343VHJ6 Debt
0.01%
$0.31 310,000
53 TT Trane Technologies plc Since 2026-05-10 N/A Equity (Common)
0.23%
$5.31 12,618
54 C Citigroup, Inc. Since 2026-05-10 172967QJ3 Debt
0.03%
$0.75 735,000
55 AVGO Broadcom, Inc. Since 2026-05-10 11135FDB4 Debt
0.02%
$0.39 390,000
56 BRO Brown & Brown, Inc. Since 2026-05-10 115236AK7 Debt
0.04%
$0.90 883,000
57 CMG Chipotle Mexican Grill, Inc. Since 2026-05-10 169656105 Equity (Common)
0.11%
$2.42 62,182
58 NRG NRG Energy, Inc. Since 2026-05-10 629377CP5 Debt
0.04%
$0.87 900,000
59 BIO-B Bio-Rad Laboratories, Inc. Since 2026-05-10 090572207 Equity (Common)
0.23%
$5.37 18,269
60 MRVL Marvell Technology, Inc. Since 2026-05-10 573874AQ7 Debt
0.03%
$0.77 723,000
61 D Dominion Energy, Inc. Since 2026-05-10 25746UEA3 Debt
0.02%
$0.56 560,000
62 META Meta Platforms, Inc. Since 2026-05-10 30303M8W5 Debt
0.01%
$0.17 180,000
63 LVS Las Vegas Sands Corp. Since 2026-05-10 517834AE7 Debt
0.02%
$0.43 433,000
64 C Citigroup, Inc. Since 2026-05-10 172967424 Equity (Common)
0.74%
$17.02 147,083
65 CVE Cenovus Energy, Inc. Since 2026-05-10 15135U109 Equity (Common)
0.31%
$7.20 364,770
66 CTVA Corteva, Inc. Since 2026-05-10 22052L104 Equity (Common)
0.23%
$5.21 71,616
67 JPM JPMorgan Chase & Co. Since 2026-05-10 48128BAN1 Debt
0.01%
$0.20 195,000
68 SPGI S&P Global, Inc. Since 2026-05-10 78409VAP9 Debt
0.06%
$1.47 1,550,000
69 LEVI Levi Strauss & Co. Since 2026-05-10 52736R102 Equity (Common)
0.07%
$1.64 82,624
70 WCN Waste Connections, Inc. Since 2026-05-10 941053AH3 Debt
0.06%
$1.33 1,318,000
71 LYV Live Nation Entertainment, Inc. Since 2026-05-10 538034109 Equity (Common)
0.34%
$7.74 53,204
72 AVGO Broadcom, Inc. Since 2026-05-10 11135F101 Equity (Common)
1.97%
$45.11 136,165
73 ABT Abbott Laboratories Since 2026-05-10 002824100 Equity (Common)
0.09%
$2.06 18,853
74 META Meta Platforms, Inc. Since 2026-05-10 30303M102 Equity (Common)
1.82%
$41.83 58,383
75 MDT Medtronic plc Since 2026-05-10 N/A Equity (Common)
0.10%
$2.29 22,276
76 JPM JPMorgan Chase & Co. Since 2026-05-10 46647PFC5 Debt
0.02%
$0.35 345,000
77 C Citigroup, Inc. Since 2026-05-10 172967KA8 Debt
0.13%
$3.06 3,039,000
78 AON Aon plc Since 2026-05-10 N/A Equity (Common)
0.21%
$4.78 13,672
79 PM Philip Morris International, Inc. Since 2026-05-10 718172109 Equity (Common)
0.43%
$9.80 54,599
80 PLTR Palantir Technologies, Inc. Since 2026-05-10 69608A108 Equity (Common)
0.53%
$12.07 82,322
81 KDP Keurig Dr. Pepper, Inc. Since 2026-05-10 49271V100 Equity (Common)
0.11%
$2.59 94,263
82 T AT&T, Inc. Since 2026-05-10 00206RMM1 Debt
0.05%
$1.25 1,464,000
83 RPRX Royalty Pharma plc Since 2026-05-10 78081BAQ6 Debt
0.03%
$0.69 666,000
84 ACGL Arch Capital Group Ltd. Since 2026-05-10 N/A Equity (Common)
0.20%
$4.67 48,674
85 XEL Xcel Energy, Inc. Since 2026-05-10 98389B100 Equity (Common)
0.16%
$3.57 46,985
86 SNPS Synopsys, Inc. Since 2026-05-10 871607AE7 Debt
0.04%
$0.95 940,000
87 CRBG Corebridge Financial, Inc. Since 2026-05-10 21871XAF6 Debt
0.02%
$0.52 521,000
88 ULTA Ulta Beauty, Inc. Since 2026-05-10 90384S303 Equity (Common)
0.04%
$1.03 1,593
89 BRO Brown & Brown, Inc. Since 2026-05-10 115236AL5 Debt
0.01%
$0.33 318,000
90 ZTS Zoetis, Inc. Since 2026-05-10 98978VAS2 Debt
0.02%
$0.51 557,000
91 CAH Cardinal Health, Inc. Since 2026-05-10 14149Y108 Equity (Common)
0.09%
$2.18 10,129
92 NFLX Netflix, Inc. Since 2026-05-10 64110L106 Equity (Common)
0.40%
$9.12 109,264
93 VTRS Viatris, Inc. Since 2026-05-10 92556VAC0 Debt
0.02%
$0.55 565,000
94 DXCM Dexcom, Inc. Since 2026-05-10 252131107 Equity (Common)
0.11%
$2.51 34,415
95 VZ Verizon Communications, Inc. Since 2026-05-10 92343VHF4 Debt
0.03%
$0.71 710,000
96 PM Philip Morris International, Inc. Since 2026-05-10 718172DA4 Debt
0.07%
$1.57 1,517,000
97 JEF Jefferies Financial Group, Inc. Since 2026-05-10 47233WKS7 Debt
0.05%
$1.22 1,215,000
98 CSCO Cisco Systems, Inc. Since 2026-05-10 17275R102 Equity (Common)
1.36%
$31.13 397,455
99 PEP PepsiCo, Inc. Since 2026-05-10 713448108 Equity (Common)
0.12%
$2.85 18,567
100 JPM JPMorgan Chase & Co. Since 2026-05-10 46625H100 Equity (Common)
0.40%
$9.07 29,664
101 PPG PPG Industries, Inc. Since 2026-05-10 693506107 Equity (Common)
0.18%
$4.16 35,962
102 T AT&T, Inc. Since 2026-05-10 00206RNH1 Debt
0.02%
$0.41 415,000
103 FG F&G Annuities & Life, Inc. Since 2026-05-10 30190AAF1 Debt
0.03%
$0.77 740,000
104 AMD Advanced Micro Devices, Inc. Since 2026-05-10 007903107 Equity (Common)
0.85%
$19.57 82,682
105 APO Apollo Global Management, Inc. Since 2026-05-10 03769M106 Equity (Common)
0.30%
$6.94 51,566
106 PM Philip Morris International, Inc. Since 2026-05-10 718172DT3 Debt
0.03%
$0.58 580,000
107 ADI Analog Devices, Inc. Since 2026-05-10 032654105 Equity (Common)
1.18%
$27.19 87,465
108 KVUE Kenvue, Inc. Since 2026-05-10 49177JAK8 Debt
0.07%
$1.52 1,490,000
109 MRVL Marvell Technology, Inc. Since 2026-05-10 573874AR5 Debt
0.00%
$0.01 10,000
110 TPG TPG, Inc. Since 2026-05-10 872657101 Equity (Common)
0.30%
$6.94 117,828
111 C Citigroup, Inc. Since 2026-05-10 172967KR1 Debt
0.05%
$1.21 1,380,000
112 TPR Tapestry, Inc. Since 2026-05-10 876030AK3 Debt
0.02%
$0.49 478,000
113 COP ConocoPhillips Since 2026-05-10 20825C104 Equity (Common)
0.45%
$10.41 99,882
114 JPM JPMorgan Chase & Co. Since 2026-05-10 48123UAB0 Debt
0.02%
$0.54 595,000
115 ALLY Ally Financial, Inc. Since 2026-05-10 36186CBY8 Debt
0.03%
$0.74 649,000
116 RSG Republic Services, Inc. Since 2026-05-10 760759BJ8 Debt
0.08%
$1.73 1,670,000
117 PM Philip Morris International, Inc. Since 2026-05-10 718172DP1 Debt
0.02%
$0.55 535,000
118 IR Ingersoll Rand, Inc. Since 2026-05-10 45687V106 Equity (Common)
0.22%
$4.99 58,014
119 AVGO Broadcom, Inc. Since 2026-05-10 11135FBV2 Debt
0.04%
$0.98 1,000,000
120 WELL Welltower, Inc. Since 2026-05-10 95040Q104 Equity (Common)
0.31%
$7.11 37,745
121 BRO Brown & Brown, Inc. Since 2026-05-10 115236AM3 Debt
0.02%
$0.43 425,000
122 XEL Xcel Energy, Inc. Since 2026-05-10 98389BBE9 Debt
0.06%
$1.29 1,250,000
123 RCI Rogers Communications, Inc. Since 2026-05-10 77509NAF0 Debt
0.00%
$0.10 85,000
124 NI NiSource, Inc. Since 2026-05-10 65473PAS4 Debt
0.05%
$1.20 1,160,000
125 JPM JPMorgan Chase & Co. Since 2026-05-10 46647PEV4 Debt
0.06%
$1.29 1,249,000
126 AMGN Amgen, Inc. Since 2026-05-10 031162100 Equity (Common)
0.01%
$0.29 846
127 HWM Howmet Aerospace, Inc. Since 2026-05-10 022249AU0 Debt
0.04%
$0.84 801,000
128 AMGN Amgen, Inc. Since 2026-05-10 031162DU1 Debt
0.03%
$0.66 677,000
129 T AT&T, Inc. Since 2026-05-10 00206RLJ9 Debt
0.00%
$0.04 56,000
130 NKE NIKE, Inc. Since 2026-05-10 654106103 Equity (Common)
0.02%
$0.38 6,161
131 WCN Waste Connections, Inc. Since 2026-05-10 94106B101 Equity (Common)
0.14%
$3.15 18,817
132 HON Honeywell International, Inc. Since 2026-05-10 438516106 Equity (Common)
0.53%
$12.07 53,052
133 MSI Motorola Solutions, Inc. Since 2026-05-10 620076CA5 Debt
0.01%
$0.23 224,000
134 DKS Dick's Sporting Goods, Inc. Since 2026-05-10 253393AG7 Debt
0.02%
$0.52 710,000
135 AMGN Amgen, Inc. Since 2026-05-10 031162DQ0 Debt
0.03%
$0.68 650,000
136 DKS Dick's Sporting Goods, Inc. Since 2026-05-10 253393AF9 Debt
0.03%
$0.72 780,000
137 UNM Unum Group Since 2026-05-10 91529Y106 Equity (Common)
0.14%
$3.12 41,015
138 ISRG Intuitive Surgical, Inc. Since 2026-05-10 46120E602 Equity (Common)
0.21%
$4.73 9,375
139 ABBV AbbVie, Inc. Since 2026-05-10 00287Y109 Equity (Common)
0.50%
$11.39 51,095
140 NFLX Netflix, Inc. Since 2026-05-10 64110LAU0 Debt
0.08%
$1.85 1,779,000
141 RCI Rogers Communications, Inc. Since 2026-05-10 775109DG3 Debt
0.05%
$1.24 1,195,000
142 AVGO Broadcom, Inc. Since 2026-05-10 11135FBQ3 Debt
0.02%
$0.51 606,000
143 C Citigroup, Inc. Since 2026-05-10 17327CAR4 Debt
0.01%
$0.29 271,000
144 RCI Rogers Communications, Inc. Since 2026-05-10 775109CH2 Debt
0.02%
$0.52 544,000
145 REGN Regeneron Pharmaceuticals, Inc. Since 2026-05-10 75886F107 Equity (Common)
0.33%
$7.56 10,197
146 URI United Rentals, Inc. Since 2026-05-10 911363109 Equity (Common)
0.23%
$5.30 6,775
147 CPRT Copart, Inc. Since 2026-05-10 217204106 Equity (Common)
0.10%
$2.39 58,868
148 AIG American International Group, Inc. Since 2026-05-10 026874784 Equity (Common)
0.28%
$6.44 86,051
149 GILD Gilead Sciences, Inc. Since 2026-05-10 375558103 Equity (Common)
0.23%
$5.31 37,413
150 TMO Thermo Fisher Scientific, Inc. Since 2026-05-10 883556102 Equity (Common)
0.65%
$14.83 25,631
151 C Citigroup, Inc. Since 2026-05-10 172967PK1 Debt
0.04%
$0.90 865,000
152 T AT&T, Inc. Since 2026-05-10 00206RKH4 Debt
0.04%
$0.87 991,000
153 V Visa, Inc. Since 2026-05-10 92826C839 Equity (Common)
0.52%
$11.99 37,252
154 RCI Rogers Communications, Inc. Since 2026-05-10 775109DH1 Debt
0.03%
$0.63 600,000
155 AJG Arthur J Gallagher & Co. Since 2026-05-10 04316JAL3 Debt
0.02%
$0.50 490,000
156 ONON On Holding AG Since 2026-05-10 N/A Equity (Common)
0.08%
$1.79 39,676
157 META Meta Platforms, Inc. Since 2026-05-10 30303M8R6 Debt
0.02%
$0.37 386,000
158 MSCI MSCI, Inc. Since 2026-05-10 55354GAK6 Debt
0.07%
$1.69 1,766,000
159 NRG NRG Energy, Inc. Since 2026-05-10 629377508 Equity (Common)
0.30%
$6.81 44,603
160 COR Cencora, Inc. Since 2026-05-10 03073E105 Equity (Common)
0.03%
$0.76 2,102
161 CNP CenterPoint Energy, Inc. Since 2026-05-10 15189T107 Equity (Common)
0.14%
$3.18 80,187
162 RPRX Royalty Pharma plc Since 2026-05-10 78081BAR4 Debt
0.03%
$0.76 743,000
163 RPRX Royalty Pharma plc Since 2026-05-10 78081BAU7 Debt
0.02%
$0.56 555,000
164 AVGO Broadcom, Inc. Since 2026-05-10 11135FDD0 Debt
0.00%
$0.06 60,000
165 T AT&T, Inc. Since 2026-05-10 00206RCQ3 Debt
0.00%
$0.08 94,000
166 MRVL Marvell Technology, Inc. Since 2026-05-10 573874AP9 Debt
0.04%
$0.84 808,000
167 LIN Linde plc Since 2026-05-10 N/A Equity (Common)
0.11%
$2.58 5,651