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Capital Group Core Balanced ETF Holdings

CGBL was created on 2023-09-26 by Capital Group . The fund's investment portfolio concentrates primarily on target outcome asset allocation. CGBL is an actively managed fund-of-funds that offers a balanced approach to total return and capital preservation. The fund employs an active asset allocation strategy to invest in equities, debts, money market instruments, and cash.

Last Updated: 6 days, 3 hours ago

Last reported holdings - Capital Group Core Balanced ETF

Ticker Name Est. Value
CGCP
CAPITAL GROUP CORE PLUS INCOME CAP GROUP CORE PLUS INCOME $1.2 billion
CGCB
CAPITAL GROUP CORE BOND ETF CAP GROUP CORE BOND $789.3 million
AVGO
BROADCOM INC COMMON STOCK $238.7 million
TSM
TAIWAN SEMICONDUCTOR SP ADR ADR $171.6 million
MSFT
MICROSOFT CORP COMMON STOCK USD.00000625 $150.7 million
GOOG
ALPHABET INC CL C COMMON STOCK USD.001 $148.3 million
PM
PHILIP MORRIS INTERNATIONAL COMMON STOCK $125.3 million
CMQXX
CAPITAL GROUP CENTRAL CASH FUN CAPITAL GROUP CNTRL CSH M $100.9 million
AAPL
APPLE INC COMMON STOCK USD.00001 $83.0 million
RGLD
ROYAL GOLD INC COMMON STOCK USD.01 $77.3 million
WPM
WHEATON PRECIOUS METALS CORP COMMON STOCK $75.1 million
NVDA
NVIDIA CORP COMMON STOCK USD.001 $73.9 million
ATI
ATI INC COMMON STOCK USD.1 $73.2 million
META
META PLATFORMS INC CLASS A COMMON STOCK USD.000006 $70.1 million
FNV.TO
FRANCO NEVADA CORP COMMON STOCK $69.3 million
VRTX
VERTEX PHARMACEUTICALS INC COMMON STOCK USD.01 $68.1 million
BKNG
BOOKING HOLDINGS INC COMMON STOCK USD.008 $61.3 million
BA
BOEING CO/THE COMMON STOCK USD5.0 $61.1 million
GILD
GILEAD SCIENCES INC COMMON STOCK USD.001 $58.8 million
GEV
GE VERNOVA INC COMMON STOCK USD.01 $58.4 million
AON
AON PLC CLASS A COMMON STOCK $53.3 million
MU
MICRON TECHNOLOGY INC COMMON STOCK USD.1 $52.7 million
LHX
L3HARRIS TECHNOLOGIES INC COMMON STOCK USD1.0 $52.6 million
AJG
ARTHUR J GALLAGHER + CO COMMON STOCK USD1.0 $47.9 million
INTC
INTEL CORP COMMON STOCK USD.001 $47.3 million
AMZN
AMAZON.COM INC COMMON STOCK USD.01 $47.1 million
DE
DEERE + CO COMMON STOCK USD1.0 $47.1 million
UNP
UNION PACIFIC CORP COMMON STOCK USD2.5 $46.9 million
CMCSA
COMCAST CORP CLASS A COMMON STOCK USD.01 $45.2 million
TDG
TRANSDIGM GROUP INC COMMON STOCK USD.01 $44.9 million
V
VISA INC CLASS A SHARES COMMON STOCK USD.0001 $44.9 million
APO
APOLLO GLOBAL MANAGEMENT INC COMMON STOCK USD.0001 $44.6 million
PH
PARKER HANNIFIN CORP COMMON STOCK USD.5 $44.3 million
CNQ
CANADIAN NATURAL RESOURCES COMMON STOCK $44.1 million
SO
SOUTHERN CO/THE COMMON STOCK USD5.0 $44.0 million
BAC
BANK OF AMERICA CORP COMMON STOCK USD.01 $40.5 million
RCL
ROYAL CARIBBEAN CRUISES LTD COMMON STOCK USD.01 $40.5 million
LUN.TO
LUNDIN MINING CORP COMMON STOCK $40.4 million
LLY
ELI LILLY + CO COMMON STOCK $39.6 million
DTE
DTE ENERGY COMPANY COMMON STOCK $39.5 million
COF
CAPITAL ONE FINANCIAL CORP COMMON STOCK USD.01 $39.3 million
AMGN
AMGEN INC COMMON STOCK USD.0001 $38.9 million
SBUX
STARBUCKS CORP COMMON STOCK USD.001 $37.2 million
MA
MASTERCARD INC A COMMON STOCK USD.0001 $35.7 million
CAT
CATERPILLAR INC COMMON STOCK USD1.0 $34.2 million
GE
GENERAL ELECTRIC COMMON STOCK USD.01 $34.0 million
ASML
ASML HOLDING NV NY REG SHS NY REG SHRS EUR.09 $33.8 million
JPM
JPMORGAN CHASE + CO COMMON STOCK USD1.0 $32.2 million
SAF.PA
SAFRAN SA COMMON STOCK EUR.2 $31.6 million
WFC
WELLS FARGO + CO COMMON STOCK USD1.666 $31.0 million
COP
CONOCOPHILLIPS COMMON STOCK USD.01 $30.4 million
UNH
UNITEDHEALTH GROUP INC COMMON STOCK USD.01 $30.3 million
HD
HOME DEPOT INC COMMON STOCK USD.05 $28.7 million
ALNY
ALNYLAM PHARMACEUTICALS INC COMMON STOCK USD.01 $28.5 million
DHI
DR HORTON INC COMMON STOCK USD.01 $28.2 million
TMO
THERMO FISHER SCIENTIFIC INC COMMON STOCK USD1.0 $28.1 million
KLAC
KLA CORP COMMON STOCK USD.001 $28.0 million
IR
INGERSOLL RAND INC COMMON STOCK USD.01 $27.9 million
URI
UNITED RENTALS INC COMMON STOCK USD.01 $24.9 million
AXP
AMERICAN EXPRESS CO COMMON STOCK USD.2 $24.8 million
FM.TO
FIRST QUANTUM MINERALS LTD COMMON STOCK $24.7 million
DRI
DARDEN RESTAURANTS INC COMMON STOCK $24.3 million
ARES
ARES MANAGEMENT CORP A COMMON STOCK $23.5 million
FISV
FISERV INC COMMON STOCK USD.01 $23.3 million
COST
COSTCO WHOLESALE CORP COMMON STOCK USD.005 $22.9 million
IBM
INTL BUSINESS MACHINES CORP COMMON STOCK USD.2 $22.8 million
ILMN
ILLUMINA INC COMMON STOCK USD.01 $22.7 million
CVS
CVS HEALTH CORP COMMON STOCK USD.01 $20.7 million
CFR.SW
CIE FINANCIERE RICHEMO A REG COMMON STOCK CHF1.0 $20.3 million
CRM
SALESFORCE INC COMMON STOCK USD.001 $19.0 million
BRO
BROWN + BROWN INC COMMON STOCK USD.1 $17.9 million
CCL
CARNIVAL CORP COMMON STOCK USD.01 $17.3 million
NKE
NIKE INC CL B COMMON STOCK $16.5 million
MSTR
STRATEGY INC COMMON STOCK USD.001 $9.4 million
None
NET OTHER ASSETS $5.7 million
OWL
BLUE OWL CAPITAL INC COMMON STOCK USD.0001 $92613
None
POUND STERLING $60
None
CANADIAN DOLLAR $-2.4 million
None
US DOLLAR $-84.6 million

Recent Changes - Capital Group Core Balanced ETF

Date Ticker Name Change (Shares)