Funds holding AMERICAN BALANCED FUND (AMBAL)
ISIN US0240718132 · United States
- Fund holders
- 39
- Of which ETFs
- 0 39 other funds
- Value held
- 33.2B $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| American Funds 2035 Target Date Retirement Fund American Funds Target Date Retirement Series | 110,773,936 | 4.5B $ | 7.99 % | as of Jul 31, 2026 ↗ |
| American Funds 2040 Target Date Retirement Fund American Funds Target Date Retirement Series | 105,627,898 | 4.3B $ | 8.01 % | as of Jul 31, 2026 ↗ |
| American Funds 2030 Target Date Retirement Fund American Funds Target Date Retirement Series | 101,999,664 | 4.1B $ | 8.00 % | as of Jul 31, 2026 ↗ |
| American Funds Moderate Growth and Income Portfolio AMERICAN FUNDS PORTFOLIO SERIES | 88,724,305 | 3.6B $ | 21.01 % | as of Jul 31, 2026 ↗ |
| American Funds 2045 Target Date Retirement Fund American Funds Target Date Retirement Series | 81,984,127 | 3.3B $ | 7.02 % | as of Jul 31, 2026 ↗ |
| American Funds 2025 Target Date Retirement Income Fund American Funds Target Date Retirement Series | 59,904,077 | 2.4B $ | 8.01 % | as of Jul 31, 2026 ↗ |
| American Funds Growth and Income Portfolio AMERICAN FUNDS PORTFOLIO SERIES | 58,154,813 | 2.4B $ | 10.00 % | as of Jul 31, 2026 ↗ |
| American Funds 2050 Target Date Retirement Fund American Funds Target Date Retirement Series | 55,924,798 | 2.3B $ | 5.33 % | as of Jul 31, 2026 ↗ |
| American Funds 2055 Target Date Retirement Fund American Funds Target Date Retirement Series | 31,734,913 | 1.3B $ | 4.10 % | as of Jul 31, 2026 ↗ |
| American Funds 2020 Target Date Retirement Income Fund American Funds Target Date Retirement Series | 26,215,277 | 1.1B $ | 7.62 % | as of Jul 31, 2026 ↗ |
| American Funds 2060 Target Date Retirement Fund American Funds Target Date Retirement Series | 17,884,904 | 723.4M $ | 3.51 % | as of Jul 31, 2026 ↗ |
| American Funds Retirement Income Portfolio - Enhanced American Funds Retirement Income Portfolio Series | 11,512,495 | 465.7M $ | 19.93 % | as of Jul 31, 2026 ↗ |
| American Funds College 2030 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 9,162,186 | 370.6M $ | 6.99 % | as of Jul 31, 2026 ↗ |
| American Funds College 2033 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 8,142,256 | 329.4M $ | 7.05 % | as of Jul 31, 2026 ↗ |
| American Funds 2015 Target Date Retirement Income Fund American Funds Target Date Retirement Series | 7,661,897 | 309.9M $ | 6.97 % | as of Jul 31, 2026 ↗ |
| American Funds College 2036 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 6,540,539 | 264.6M $ | 6.71 % | as of Jul 31, 2026 ↗ |
| American Funds Retirement Income Portfolio - Moderate American Funds Retirement Income Portfolio Series | 6,499,858 | 262.9M $ | 14.99 % | as of Jul 31, 2026 ↗ |
| American Funds 2065 Target Date Retirement Fund American Funds Target Date Retirement Series | 6,391,990 | 258.6M $ | 3.50 % | as of Jul 31, 2026 ↗ |
| American Funds 2010 Target Date Retirement Income Fund American Funds Target Date Retirement Series | 6,140,766 | 248.4M $ | 6.69 % | as of Jul 31, 2026 ↗ |
| American Funds College 2027 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 5,168,346 | 209.1M $ | 5.29 % | as of Jul 31, 2026 ↗ |
| American Funds College Enrollment Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 3,773,938 | 152.7M $ | 5.01 % | as of Jul 31, 2026 ↗ |
| American Funds College 2039 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 3,199,783 | 129.4M $ | 5.69 % | as of Jul 31, 2026 ↗ |
| American Funds Retirement Income Portfolio - Conservative American Funds Retirement Income Portfolio Series | 2,787,175 | 112.7M $ | 7.96 % | as of Jul 31, 2026 ↗ |
| American Funds College 2042 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 1,003,856 | 40.6M $ | 4.27 % | as of Jul 31, 2026 ↗ |
| American Funds IS 2010 Target Date Retirement Income Fund AMERICAN FUNDS INSURANCE SERIES | 903,063 | 37.1M $ | 6.89 % | as of Jun 30, 2026 ↗ |
| American Funds 2070 Target Date Retirement Fund American Funds Target Date Retirement Series | 700,140 | 28.3M $ | 3.46 % | as of Jul 31, 2026 ↗ |
| PFG American Funds Conservative Income Strategy Fund Northern Lights Fund Trust | 345,525 | 14M $ | 5.01 % | as of Jul 31, 2026 ↗ |
| American Funds IS 2015 Target Date Retirement Income Fund AMERICAN FUNDS INSURANCE SERIES | 247,695 | 10.2M $ | 7.07 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2030 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 90,668 | 3.7M $ | 8.00 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2035 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 77,813 | 3.2M $ | 7.99 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2020 Target Date Retirement Income Fund AMERICAN FUNDS INSURANCE SERIES | 72,314 | 3M $ | 7.74 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2025 Target Date Retirement Income Fund AMERICAN FUNDS INSURANCE SERIES | 49,958 | 2.1M $ | 8.03 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2040 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 42,083 | 1.7M $ | 7.98 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2045 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 37,168 | 1.5M $ | 7.32 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2050 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 21,400 | 878.7K $ | 5.93 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2055 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 11,123 | 456.7K $ | 4.77 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2070 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 2,073 | 85.1K $ | 4.32 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2060 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 1,362 | 55.9K $ | 4.30 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2065 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 711 | 29.2K $ | 4.31 % | as of Jun 30, 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 | |
|---|---|---|
| American Funds Moderate Growth and Income Portfolio AMERICAN FUNDS PORTFOLIO SERIES | 21.01 % | as of Jul 31, 2026 ↗ |
| American Funds Retirement Income Portfolio - Enhanced American Funds Retirement Income Portfolio Series | 19.93 % | as of Jul 31, 2026 ↗ |
| American Funds Retirement Income Portfolio - Moderate American Funds Retirement Income Portfolio Series | 14.99 % | as of Jul 31, 2026 ↗ |
| American Funds Growth and Income Portfolio AMERICAN FUNDS PORTFOLIO SERIES | 10.00 % | as of Jul 31, 2026 ↗ |
| American Funds IS 2025 Target Date Retirement Income Fund AMERICAN FUNDS INSURANCE SERIES | 8.03 % | as of Jun 30, 2026 ↗ |
| American Funds 2040 Target Date Retirement Fund American Funds Target Date Retirement Series | 8.01 % | as of Jul 31, 2026 ↗ |
| American Funds 2025 Target Date Retirement Income Fund American Funds Target Date Retirement Series | 8.01 % | as of Jul 31, 2026 ↗ |
| American Funds IS 2030 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 8.00 % | as of Jun 30, 2026 ↗ |
| American Funds 2030 Target Date Retirement Fund American Funds Target Date Retirement Series | 8.00 % | as of Jul 31, 2026 ↗ |
| American Funds 2035 Target Date Retirement Fund American Funds Target Date Retirement Series | 7.99 % | as of Jul 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 |
|---|---|---|---|---|
| 2026Q3 | 39 | 0 | 819,516,891 | -4.6 % |
| 2026Q2 | 39 | 0 | 858,753,387 | -5.8 % |
| 2026Q1 | 39 | 0 | 912,041,294 | +1.2 % |
| 2025Q4 | 39 | 0 | 901,136,540 | -1.3 % |
| 2025Q3 | 39 | 0 | 912,957,575 | +0.3 % |
| 2025Q2 | 39 | 0 | 910,501,911 | -0.4 % |
| 2025Q1 | 39 | 0 | 914,357,552 | +5.0 % |
| 2024Q4 | 39 | 0 | 870,600,456 | +0.5 % |
| 2024Q3 | 39 | +2 | 865,971,798 | +0.2 % |
| 2024Q2 | 37 | 0 | 864,040,102 | +1.8 % |
| 2024Q1 | 37 | 0 | 848,542,801 | +2.7 % |
| 2023Q4 | 37 | 825,942,310 |
Cite this page
Titelia. "Funds holding AMERICAN BALANCED FUND (AMBAL)". https://titelia.com/en/stocks/american-balanced-fund-ambal-US0240718132