Funds holding AMERICAN FUNDS GLOBAL BALANCED FUND (GBAL)
ISIN US02629W8174 · United States
- Fund holders
- 35
- Of which ETFs
- 0 35 other funds
- Value held
- 14.9B $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| American Funds 2035 Target Date Retirement Fund American Funds Target Date Retirement Series | 66,551,783 | 2.8B $ | 4.99 % | as of Apr 30, 2026 ↗ |
| American Funds Moderate Growth and Income Portfolio AMERICAN FUNDS PORTFOLIO SERIES | 60,217,484 | 2.5B $ | 14.97 % | as of Apr 30, 2026 ↗ |
| American Funds 2030 Target Date Retirement Fund American Funds Target Date Retirement Series | 58,621,464 | 2.5B $ | 4.70 % | as of Apr 30, 2026 ↗ |
| American Funds 2040 Target Date Retirement Fund American Funds Target Date Retirement Series | 36,468,937 | 1.5B $ | 2.89 % | as of Apr 30, 2026 ↗ |
| American Funds 2025 Target Date Retirement Income Fund American Funds Target Date Retirement Series | 30,029,363 | 1.3B $ | 4.00 % | as of Apr 30, 2026 ↗ |
| American Funds 2045 Target Date Retirement Fund American Funds Target Date Retirement Series | 22,182,759 | 929.9M $ | 1.99 % | as of Apr 30, 2026 ↗ |
| American Funds 2050 Target Date Retirement Fund American Funds Target Date Retirement Series | 19,928,800 | 835.4M $ | 1.99 % | as of Apr 30, 2026 ↗ |
| American Funds 2055 Target Date Retirement Fund American Funds Target Date Retirement Series | 14,683,594 | 615.5M $ | 1.99 % | as of Apr 30, 2026 ↗ |
| American Funds 2020 Target Date Retirement Income Fund American Funds Target Date Retirement Series | 13,734,659 | 575.8M $ | 4.00 % | as of Apr 30, 2026 ↗ |
| American Funds 2060 Target Date Retirement Fund American Funds Target Date Retirement Series | 8,802,429 | 369M $ | 1.83 % | as of Apr 30, 2026 ↗ |
| American Funds 2015 Target Date Retirement Income Fund American Funds Target Date Retirement Series | 3,668,552 | 153.8M $ | 3.37 % | as of Apr 30, 2026 ↗ |
| American Funds College 2036 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 2,895,861 | 121.4M $ | 3.20 % | as of Apr 30, 2026 ↗ |
| American Funds 2065 Target Date Retirement Fund American Funds Target Date Retirement Series | 2,743,097 | 115M $ | 1.65 % | as of Apr 30, 2026 ↗ |
| American Funds Retirement Income Portfolio - Enhanced American Funds Retirement Income Portfolio Series | 2,648,674 | 111M $ | 4.92 % | as of Apr 30, 2026 ↗ |
| American Funds College 2033 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 2,394,034 | 100.4M $ | 2.21 % | as of Apr 30, 2026 ↗ |
| American Funds College 2039 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 2,112,560 | 88.6M $ | 4.13 % | as of Apr 30, 2026 ↗ |
| American Funds Retirement Income Portfolio - Moderate American Funds Retirement Income Portfolio Series | 2,053,534 | 86.1M $ | 5.00 % | as of Apr 30, 2026 ↗ |
| American Funds Retirement Income Portfolio - Conservative American Funds Retirement Income Portfolio Series | 1,363,330 | 57.2M $ | 4.06 % | as of Apr 30, 2026 ↗ |
| American Funds 2010 Target Date Retirement Income Fund American Funds Target Date Retirement Series | 1,253,695 | 52.6M $ | 1.38 % | as of Apr 30, 2026 ↗ |
| American Funds College 2042 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 745,023 | 31.2M $ | 3.87 % | as of Apr 30, 2026 ↗ |
| American Funds College 2030 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 625,611 | 26.2M $ | 0.50 % | as of Apr 30, 2026 ↗ |
| American Funds 2070 Target Date Retirement Fund American Funds Target Date Retirement Series | 255,474 | 10.7M $ | 1.66 % | as of Apr 30, 2026 ↗ |
| American Funds IS 2010 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 202,358 | 8.1M $ | 1.49 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2015 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 121,461 | 4.9M $ | 3.45 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2030 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 48,551 | 1.9M $ | 4.77 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2035 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 42,922 | 1.7M $ | 5.02 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2020 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 35,657 | 1.4M $ | 3.98 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2025 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 23,571 | 944.3K $ | 3.95 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2040 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 13,436 | 538.3K $ | 2.75 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2045 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 10,149 | 406.6K $ | 2.16 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2050 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 6,533 | 261.7K $ | 2.01 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2055 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 4,087 | 163.7K $ | 2.02 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2070 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 718 | 28.8K $ | 1.85 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2060 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 497 | 19.9K $ | 1.93 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2065 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 239 | 9.6K $ | 1.84 % | 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 | |
|---|---|---|
| American Funds Moderate Growth and Income Portfolio AMERICAN FUNDS PORTFOLIO SERIES | 14.97 % | as of Apr 30, 2026 ↗ |
| American Funds IS 2035 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 5.02 % | as of Mar 31, 2026 ↗ |
| American Funds Retirement Income Portfolio - Moderate American Funds Retirement Income Portfolio Series | 5.00 % | as of Apr 30, 2026 ↗ |
| American Funds 2035 Target Date Retirement Fund American Funds Target Date Retirement Series | 4.99 % | as of Apr 30, 2026 ↗ |
| American Funds Retirement Income Portfolio - Enhanced American Funds Retirement Income Portfolio Series | 4.92 % | as of Apr 30, 2026 ↗ |
| American Funds IS 2030 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 4.77 % | as of Mar 31, 2026 ↗ |
| American Funds 2030 Target Date Retirement Fund American Funds Target Date Retirement Series | 4.70 % | as of Apr 30, 2026 ↗ |
| American Funds College 2039 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 4.13 % | as of Apr 30, 2026 ↗ |
| American Funds Retirement Income Portfolio - Conservative American Funds Retirement Income Portfolio Series | 4.06 % | as of Apr 30, 2026 ↗ |
| American Funds 2025 Target Date Retirement Income Fund American Funds Target Date Retirement Series | 4.00 % | as of Apr 30, 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 | 35 | 0 | 354,490,898 | -1.6 % |
| 2026Q1 | 35 | 0 | 360,403,066 | +4.2 % |
| 2025Q4 | 35 | 0 | 345,909,878 | -0.3 % |
| 2025Q3 | 35 | 0 | 346,790,925 | -0.1 % |
| 2025Q2 | 35 | 0 | 347,032,951 | -0.2 % |
| 2025Q1 | 35 | 0 | 347,643,179 | -4.7 % |
| 2024Q4 | 35 | 0 | 364,701,606 | +0.5 % |
| 2024Q3 | 35 | +2 | 362,877,731 | -6.7 % |
| 2024Q2 | 33 | +1 | 388,978,137 | -4.8 % |
| 2024Q1 | 32 | -1 | 408,638,174 | -5.0 % |
| 2023Q4 | 33 | 430,066,825 |
Cite this page
Titelia. "Funds holding AMERICAN FUNDS GLOBAL BALANCED FUND (GBAL)". https://titelia.com/en/stocks/american-funds-global-balanced-fund-gbal-US02629W8174