Funds holding AMER FUNDS INS GLOBAL BALANCED FUND
ISIN US02630E1038 · United States
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 21.4M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Portfolio Series - American Funds Growth and Income Portfolio AMERICAN FUNDS INSURANCE SERIES | 1,486,695 | 21.4M $ | 5.06 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Portfolio Series - American Funds Growth and Income Portfolio AMERICAN FUNDS INSURANCE SERIES | 5.06 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 1,486,695 | -3.5 % |
| 2026Q1 | 1 | 0 | 1,540,871 | -1.1 % |
| 2025Q4 | 1 | 0 | 1,558,174 | -0.8 % |
| 2025Q3 | 1 | 0 | 1,570,837 | +4.2 % |
| 2025Q2 | 1 | 0 | 1,506,855 | +1.9 % |
| 2025Q1 | 1 | 0 | 1,478,084 | +3.7 % |
| 2024Q4 | 1 | 0 | 1,425,824 | -0.9 % |
| 2024Q3 | 1 | 0 | 1,438,965 | -1.1 % |
| 2024Q2 | 1 | 0 | 1,455,004 | -0.2 % |
| 2024Q1 | 1 | 1,457,368 |
Cite this page
Titelia. "Funds holding AMER FUNDS INS GLOBAL BALANCED FUND". https://titelia.com/en/stocks/amer-funds-ins-global-balanced-fund-US02630E1038