Funds holding AMERICAN FUNDS GLOBAL BALANCED FUND (GBAL)
ISIN US02629W8174 · United States
- Fund holders
- 35
- Of which ETFs
- 0 35 other funds
- Value held
- 15.1B $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| American Funds 2035 Target Date Retirement Fund American Funds Target Date Retirement Series | 66,510,651 | 2.8B $ | 5.07 % | as of Jul 31, 2026 ↗ |
| American Funds Moderate Growth and Income Portfolio AMERICAN FUNDS PORTFOLIO SERIES | 60,577,519 | 2.6B $ | 15.14 % | as of Jul 31, 2026 ↗ |
| American Funds 2030 Target Date Retirement Fund American Funds Target Date Retirement Series | 56,931,414 | 2.4B $ | 4.71 % | as of Jul 31, 2026 ↗ |
| American Funds 2040 Target Date Retirement Fund American Funds Target Date Retirement Series | 38,696,240 | 1.7B $ | 3.10 % | as of Jul 31, 2026 ↗ |
| American Funds 2025 Target Date Retirement Income Fund American Funds Target Date Retirement Series | 28,598,319 | 1.2B $ | 4.03 % | as of Jul 31, 2026 ↗ |
| American Funds 2045 Target Date Retirement Fund American Funds Target Date Retirement Series | 22,478,775 | 959.6M $ | 2.03 % | as of Jul 31, 2026 ↗ |
| American Funds 2050 Target Date Retirement Fund American Funds Target Date Retirement Series | 20,223,427 | 863.3M $ | 2.03 % | as of Jul 31, 2026 ↗ |
| American Funds 2055 Target Date Retirement Fund American Funds Target Date Retirement Series | 14,917,131 | 636.8M $ | 2.03 % | as of Jul 31, 2026 ↗ |
| American Funds 2020 Target Date Retirement Income Fund American Funds Target Date Retirement Series | 13,220,747 | 564.4M $ | 4.05 % | as of Jul 31, 2026 ↗ |
| American Funds 2060 Target Date Retirement Fund American Funds Target Date Retirement Series | 8,652,062 | 369.4M $ | 1.79 % | as of Jul 31, 2026 ↗ |
| American Funds 2015 Target Date Retirement Income Fund American Funds Target Date Retirement Series | 3,469,585 | 148.1M $ | 3.33 % | as of Jul 31, 2026 ↗ |
| American Funds College 2036 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 2,913,083 | 124.4M $ | 3.16 % | as of Jul 31, 2026 ↗ |
| American Funds Retirement Income Portfolio - Enhanced American Funds Retirement Income Portfolio Series | 2,738,649 | 116.9M $ | 5.00 % | as of Jul 31, 2026 ↗ |
| American Funds 2065 Target Date Retirement Fund American Funds Target Date Retirement Series | 2,594,886 | 110.8M $ | 1.50 % | as of Jul 31, 2026 ↗ |
| American Funds College 2033 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 2,408,312 | 102.8M $ | 2.20 % | as of Jul 31, 2026 ↗ |
| American Funds College 2039 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 2,131,466 | 91M $ | 4.00 % | as of Jul 31, 2026 ↗ |
| American Funds Retirement Income Portfolio - Moderate American Funds Retirement Income Portfolio Series | 2,065,781 | 88.2M $ | 5.03 % | as of Jul 31, 2026 ↗ |
| American Funds Retirement Income Portfolio - Conservative American Funds Retirement Income Portfolio Series | 1,341,347 | 57.3M $ | 4.04 % | as of Jul 31, 2026 ↗ |
| American Funds 2010 Target Date Retirement Income Fund American Funds Target Date Retirement Series | 1,139,238 | 48.6M $ | 1.31 % | as of Jul 31, 2026 ↗ |
| American Funds College 2042 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 956,736 | 40.8M $ | 4.30 % | as of Jul 31, 2026 ↗ |
| American Funds College 2030 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 484,515 | 20.7M $ | 0.39 % | as of Jul 31, 2026 ↗ |
| American Funds 2070 Target Date Retirement Fund American Funds Target Date Retirement Series | 282,676 | 12.1M $ | 1.48 % | as of Jul 31, 2026 ↗ |
| American Funds IS 2010 Target Date Retirement Income Fund AMERICAN FUNDS INSURANCE SERIES | 178,588 | 7.6M $ | 1.40 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2015 Target Date Retirement Income Fund AMERICAN FUNDS INSURANCE SERIES | 116,113 | 4.9M $ | 3.42 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2030 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 51,604 | 2.2M $ | 4.69 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2035 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 47,036 | 2M $ | 4.97 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2020 Target Date Retirement Income Fund AMERICAN FUNDS INSURANCE SERIES | 36,171 | 1.5M $ | 3.99 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2025 Target Date Retirement Income Fund AMERICAN FUNDS INSURANCE SERIES | 24,199 | 1M $ | 4.01 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2040 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 14,754 | 623.9K $ | 2.88 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2045 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 9,811 | 414.9K $ | 1.99 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2050 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 6,935 | 293.3K $ | 1.98 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2055 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 4,489 | 189.8K $ | 1.98 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2070 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 768 | 32.5K $ | 1.65 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2060 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 561 | 23.7K $ | 1.83 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2065 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 263 | 11.1K $ | 1.64 % | 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 | 15.14 % | as of Jul 31, 2026 ↗ |
| American Funds 2035 Target Date Retirement Fund American Funds Target Date Retirement Series | 5.07 % | as of Jul 31, 2026 ↗ |
| American Funds Retirement Income Portfolio - Moderate American Funds Retirement Income Portfolio Series | 5.03 % | as of Jul 31, 2026 ↗ |
| American Funds Retirement Income Portfolio - Enhanced American Funds Retirement Income Portfolio Series | 5.00 % | as of Jul 31, 2026 ↗ |
| American Funds IS 2035 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 4.97 % | as of Jun 30, 2026 ↗ |
| American Funds 2030 Target Date Retirement Fund American Funds Target Date Retirement Series | 4.71 % | as of Jul 31, 2026 ↗ |
| American Funds IS 2030 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 4.69 % | as of Jun 30, 2026 ↗ |
| American Funds College 2042 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 4.30 % | as of Jul 31, 2026 ↗ |
| American Funds 2020 Target Date Retirement Income Fund American Funds Target Date Retirement Series | 4.05 % | as of Jul 31, 2026 ↗ |
| American Funds Retirement Income Portfolio - Conservative American Funds Retirement Income Portfolio Series | 4.04 % | 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 | 35 | 0 | 353,823,852 | -0.2 % |
| 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