Titelia

Holdings of American Balanced Fund

ISIN US0240718132

American Balanced Fund · Original filing · Compare with another fund · Report an error

Net assets
263.9B $ including 160.5B $ in equities, 60.8 %
Positions
173 in 14 countries
Bond lines
664 from 169 companies
Top ten
20.5 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Broadcom Inc 28,610,2338.9B $3.36 %
2CAPITAL GROUP CENTRAL CORPORATE BOND FUND 879,411,2957.4B $2.79 %
3Taiwan Semiconductor Manufacturing Co Ltd 18,182,5096.1B $2.33 %
4Philip Morris International Inc. 35,604,1525.9B $2.23 %
5NVIDIA Corp 30,216,3045.3B $2.00 %
6Microsoft Corp 14,150,1855.2B $1.99 %
7Alphabet Inc 15,945,9394.6B $1.74 %
8Alphabet Inc 13,123,4103.8B $1.43 %
9Eli Lilly & Co 3,811,6063.5B $1.33 %
10Micron Technology Inc 10,013,5803.4B $1.28 %
11Visa Inc 8,983,1432.7B $1.03 %
12Canadian Natural Resources Ltd 55,163,7742.7B $1.02 %
13Vertex Pharmaceuticals Inc 5,930,9182.6B $1.00 %
14Starbucks Corp 29,254,7442.6B $0.99 %
15Amgen Inc 6,940,1872.4B $0.93 %
16Union Pacific Corp 9,924,8652.4B $0.91 %
17UnitedHealth Group Inc 8,363,9152.3B $0.86 %
18Amazon.com Inc 10,129,5382.1B $0.80 %
19Northrop Grumman Corp 2,926,3202B $0.76 %
20SK hynix Inc 3,540,9951.9B $0.73 %
21Meta Platforms Inc 3,322,6931.9B $0.72 %
22Home Depot Inc/The 5,702,0631.9B $0.71 %
23Wheaton Precious Metals Corp 14,285,6981.9B $0.71 %
24Deere & Co 3,113,0131.8B $0.66 %
25TransDigm Group Inc 1,474,4451.7B $0.65 %
26Apple Inc 6,557,1671.7B $0.63 %
27EOG Resources Inc 11,022,4491.6B $0.60 %
28DR Horton Inc 10,212,2641.4B $0.53 %
29Synchrony Financial 20,361,1521.4B $0.52 %
30Gilead Sciences Inc 9,837,6601.4B $0.52 %
31CVS Health Corp 18,524,9921.3B $0.50 %
32Baker Hughes Co 20,900,0001.3B $0.48 %
33Intel Corp 28,398,1951.3B $0.47 %
34Comcast Corp 42,238,8151.2B $0.46 %
35Brookfield Corp 29,261,5311.2B $0.45 %
36Glencore PLC 155,407,6341.2B $0.45 %
37International Business Machines Corp. 4,843,8591.2B $0.45 %
38Salesforce Inc 6,023,2531.1B $0.43 %
39Royal Gold Inc 4,225,2281.1B $0.41 %
40Nestle SA 10,716,3211.1B $0.40 %
41Taiwan Semiconductor Manufacturing Co Ltd 18,672,0001.1B $0.40 %
42Aon PLC 3,220,4701B $0.39 %
43KLA Corp 704,3031B $0.39 %
44Western Digital Corp 3,799,8751B $0.39 %
45Bank of America Corp 20,662,8881B $0.38 %
46Progressive Corp/The 4,982,276987.7M $0.37 %
47Boeing Co/The 4,941,753983.6M $0.37 %
48Chubb Ltd 2,891,756942.5M $0.36 %
49JPMorgan Chase & Co 3,193,866939.5M $0.36 %
50Welltower Inc 4,646,283918.6M $0.35 %
51NIKE Inc 17,101,351903.3M $0.34 %
52Southern Co/The 9,215,791889.5M $0.34 %
53ASML Holding NV 663,768876.7M $0.33 %
54AbbVie Inc 3,929,387854.6M $0.32 %
55Netflix Inc 8,621,723829M $0.31 %
56GE Vernova Inc 918,268801.6M $0.30 %
57Franco-Nevada Corp 3,207,891794.3M $0.30 %
58Ingersoll Rand Inc 9,854,508789.5M $0.30 %
59Shell PLC 16,707,724780.2M $0.30 %
60Thermo Fisher Scientific Inc 1,555,237764.4M $0.29 %
61L3Harris Technologies Inc 2,209,538762.6M $0.29 %
62Constellation Brands Inc 5,051,063757.7M $0.29 %
63Capital One Financial Corp 4,152,008757.5M $0.29 %
64Booking Holdings Inc 176,352742.5M $0.28 %
65Keurig Dr Pepper Inc 27,935,511735.5M $0.28 %
66FTAI Aviation Ltd 2,970,683727.8M $0.28 %
67MercadoLibre Inc 418,306723.3M $0.27 %
68Citigroup Inc 6,375,000723M $0.27 %
69Albemarle Corp 4,000,000718.1M $0.27 %
70Arthur J Gallagher & Co 3,220,359697.5M $0.26 %
71Chipotle Mexican Grill Inc 21,220,427679.3M $0.26 %
72Exxon Mobil Corp 3,864,966655.7M $0.25 %
73British American Tobacco PLC 11,105,672646.9M $0.25 %
74Apollo Global Management Inc 5,676,877632.5M $0.24 %
75Royal Caribbean Cruises Ltd 2,200,957605.7M $0.23 %
76Walt Disney Co/The 6,250,000602.4M $0.23 %
77AstraZeneca PLC 3,050,921595.9M $0.23 %
78SLB Ltd 11,424,739587.1M $0.22 %
79RTX Corp 2,964,651571.9M $0.22 %
80Caterpillar Inc 800,000566.8M $0.21 %
81Credicorp Ltd 1,661,933563.7M $0.21 %
82Corteva Inc 6,285,168526.1M $0.20 %
83Marsh & McLennan Cos Inc 3,007,629521.7M $0.20 %
84Mastercard Inc 1,041,057520.2M $0.20 %
85Brown & Brown Inc 7,724,283503.7M $0.19 %
86Restaurant Brands International Inc 6,623,808489.5M $0.19 %
87FirstEnergy Corp 9,434,136477.9M $0.18 %
88United Rentals Inc 636,089463.4M $0.18 %
89US Foods Holding Corp 5,015,934462.5M $0.18 %
90Illumina Inc 3,587,275442.2M $0.17 %
91Siemens AG 1,839,728436.4M $0.17 %
92LyondellBasell Industries NV 5,305,075427.4M $0.16 %
93AT&T Inc 14,614,779423.7M $0.16 %
94AppLovin Corp 1,063,175423.1M $0.16 %
95Fiserv Inc 7,537,778420.6M $0.16 %
96Medtronic PLC 4,829,360418.5M $0.16 %
97Grupo Mexico SAB de CV 38,655,121413.9M $0.16 %
98TotalEnergies SE 4,434,548409.5M $0.16 %
99Lundin Mining Corp 16,152,345402.8M $0.15 %
100Johnson & Johnson 1,597,308390.4M $0.15 %

Download this table: CSV, JSON

The bonds it holds

169 companies, 664 bond lines; the 100 largest follow. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Oracle Corp161.1B $0.41 %
2Morgan Stanley22783.8M $0.30 %
3Goldman Sachs Group Inc/The19683.4M $0.26 %
4Meta Platforms Inc6598.2M $0.23 %
5Bank of America Corp18563.9M $0.21 %
6JPMorgan Chase & Co21518.1M $0.20 %
7Wells Fargo & Co15498.9M $0.19 %
8Amazon.com Inc10430.7M $0.16 %
9Royal Caribbean Cruises Ltd6358.7M $0.14 %
10Citigroup Inc13328.9M $0.12 %
11HSBC Holdings PLC12309.6M $0.12 %
12Alphabet Inc10308.1M $0.12 %
13Amgen Inc15272.7M $0.10 %
14Philip Morris International Inc.13215.1M $0.08 %
15Edison International7207.5M $0.08 %
16UnitedHealth Group Inc12197.1M $0.07 %
17Boeing Co/The19192.8M $0.07 %
18Intesa Sanpaolo SpA4184M $0.07 %
19Occidental Petroleum Corp2175.1M $0.07 %
20AbbVie Inc9170.6M $0.06 %
21Verizon Communications Inc12157.1M $0.06 %
22UBS Group AG10150.4M $0.06 %
23BNP Paribas SA7146.2M $0.06 %
24CVS Health Corp6136.8M $0.05 %
25American Express Co8135.3M $0.05 %
26Carnival Corp4129.4M $0.05 %
27Abbott Laboratories4125M $0.05 %
28Canadian Imperial Bank of Commerce6109.7M $0.04 %
29Eurobank SA4106M $0.04 %
30AT&T Inc8105.4M $0.04 %
31Amphenol Corp395.3M $0.04 %
32Bank of New York Mellon Corp/The793M $0.04 %
33Brown & Brown Inc383.6M $0.03 %
34US Bancorp782.2M $0.03 %
35PNC Financial Services Group Inc/The780.5M $0.03 %
36Danske Bank A/S477.7M $0.03 %
37Pfizer Inc377.6M $0.03 %
38Lloyds Banking Group PLC774.9M $0.03 %
39Sumitomo Mitsui Financial Group Inc672.6M $0.03 %
40Synopsys Inc371.5M $0.03 %
41CSX Corp565.6M $0.02 %
42Broadcom Inc665.1M $0.02 %
43Bank of Montreal364.4M $0.02 %
44Eaton Corp Plc364.1M $0.02 %
45Toronto-Dominion Bank/The764.1M $0.02 %
46CaixaBank SA261.5M $0.02 %
47Texas Instruments Inc460M $0.02 %
48Citizens Financial Group Inc160M $0.02 %
49Barclays PLC358.7M $0.02 %
50Coty Inc356.5M $0.02 %
51Bank of Nova Scotia/The355.8M $0.02 %
52Union Pacific Corp755.7M $0.02 %
53Marsh & McLennan Cos Inc555.3M $0.02 %
54Piraeus Bank SA455.1M $0.02 %
55Swedbank AB152M $0.02 %
56Humana Inc451.9M $0.02 %
57ONEOK Inc451.6M $0.02 %
58Cigna Group/The251.1M $0.02 %
59Charles Schwab Corp/The450.6M $0.02 %
60Eli Lilly & Co550.2M $0.02 %
61Visa Inc246.8M $0.02 %
62NatWest Group PLC245.9M $0.02 %
63ING Groep NV145.3M $0.02 %
64BAE Systems PLC444.9M $0.02 %
65Mitsubishi UFJ Financial Group Inc444.5M $0.02 %
66Mizuho Financial Group Inc442.4M $0.02 %
67M&T Bank Corp142M $0.02 %
68Cisco Systems, Inc.141.2M $0.02 %
69Devon Energy Corp241M $0.02 %
70Elevance Health Inc440M $0.02 %
71Norfolk Southern Corp539.9M $0.02 %
72Alibaba Group Holding Ltd539.9M $0.02 %
73Progressive Corp/The238.6M $0.01 %
74Bristol-Myers Squibb Co137.6M $0.01 %
75Westpac Banking Corp336.3M $0.01 %
76KBC Group NV336.1M $0.01 %
77State Street Corp435.2M $0.01 %
78Thermo Fisher Scientific Inc234.4M $0.01 %
79Hyatt Hotels Corp234.2M $0.01 %
80Alpha Bank SA334.2M $0.01 %
81Nomura Holdings Inc334.1M $0.01 %
82Intercontinental Exchange Inc233.5M $0.01 %
83Arthur J Gallagher & Co230.5M $0.01 %
84Corebridge Financial Inc530.1M $0.01 %
85Microchip Technology Inc329.6M $0.01 %
86Truist Financial Corp527.6M $0.01 %
87Fannie Mae225.8M $0.01 %
88Orange SA224.9M $0.01 %
89AIB Group PLC124.9M $0.01 %
90Baxter International Inc324.5M $0.01 %
91Home Depot Inc/The424.2M $0.01 %
92Centene Corp123.8M $0.01 %
93Public Service Enterprise Group Inc323.2M $0.01 %
94Intel Corp222.8M $0.01 %
95Xcel Energy Inc221.3M $0.01 %
96Marriott International Inc/MD320.7M $0.01 %
97EOG Resources Inc220.6M $0.01 %
98J M Smucker Co/The420.5M $0.01 %
99Banco Santander SA120.3M $0.01 %
100Starbucks Corp220.3M $0.01 %

Sector breakdown

  • Technology 26.6 %
  • Health care 10.9 %
  • Financials 10.5 %
  • Communication 8.6 %
  • Consumer discretionary 8.4 %
  • Industrials 8.3 %
  • Consumer staples 6.4 %
  • Materials 5.0 %
  • Energy 4.5 %
  • Utilities 1.6 %
  • Real estate 1.0 %
  • Unattributed 8.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 91.0 %
  • CAD 2.6 %
  • GBP 2.1 %
  • EUR 1.4 %
  • KRW 1.2 %
  • CHF 0.8 %
  • TWD 0.7 %
  • MXN 0.3 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 83.6 %
  • Canada 4.7 %
  • Taiwan 4.5 %
  • United Kingdom 2.3 %
  • South Korea 1.2 %
  • Netherlands 1.1 %
  • Switzerland 0.8 %
  • France 0.6 %
  • Germany 0.5 %
  • Bermuda 0.4 %
  • Mexico 0.3 %
  • Denmark 0.1 %
  • Other countries 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States142134.3B $83.64 %
2Canada77.6B $4.71 %
3Taiwan27.2B $4.48 %
4United Kingdom63.6B $2.26 %
5South Korea11.9B $1.20 %
6Netherlands31.7B $1.05 %
7Switzerland21.2B $0.76 %
8France3912.3M $0.57 %
9Germany2729.6M $0.45 %
10Bermuda1563.7M $0.35 %
11Mexico1413.9M $0.26 %
12Denmark1174.6M $0.11 %
Cite this page

Titelia. "Holdings of American Balanced Fund". https://titelia.com/en/funds/S000008801