US02629W8174 - AMERICAN FUNDS GLOBAL BALANCED FUND R6 (GBAL CL R6) Acţiuni - Preţ acţiuni, Proprietate instituţională, Acţionari

Statistici de bază
Proprietari instituționali 35 total, 35 long only, 0 short only, 0 long/short - change of 0,00% MRQ
Alocarea medie a portofoliului 3.3991 % - change of 0,33% MRQ
Acțiuni instituționale (lung) 347.019.328 (ex 13D/G) - change of -0,68MM shares -0,20% MRQ
Valoare instituțională (lungă) $ 12.993.410 USD ($1000)
Proprietatea instituțională și acționarii

AMERICAN FUNDS GLOBAL BALANCED FUND R6 (GBAL CL R6) (US:US02629W8174) are 35 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Aceste instituții dețin un total de 347,019,328 acțiuni. Cei mai mari acționari includ AAETX - American Funds 2030 Target Date Retirement Fund Class A, AAFTX - American Funds 2035 Target Date Retirement Fund Class A, BLPAX - American Funds Moderate Growth and Income Portfolio Class A, AADTX - American Funds 2025 Target Date Retirement Fund Class A, AAGTX - American Funds 2040 Target Date Retirement Fund Class A, AAHTX - American Funds 2045 Target Date Retirement Fund Class A, AALTX - American Funds 2050 Target Date Retirement Fund Class A, AACTX - American Funds 2020 Target Date Retirement Fund Class A, AAMTX - American Funds 2055 Target Date Retirement Fund Class A, and AANTX - American Funds 2060 Target Date Retirement Fund Class A .

AMERICAN FUNDS GLOBAL BALANCED FUND R6 (GBAL CL R6) (US02629W8174) Structura de proprietate instituțională arată pozițiile curente în companie în funcție de instituții și fonduri, precum și cele mai recente modificări ale dimensiunii poziției. Acţionarii majori pot include investitori individuali, fonduri mutuale, fonduri speculative sau instituţii. Anexa 13D indică faptul că investitorul deține (sau deține) mai mult de 5% din companie și intenționează (sau intenționează) să urmărească în mod activ o schimbare în strategia de afaceri. Schedule 13G indică o investiție pasivă de peste 5%.

US02629W8174 / AMERICAN FUNDS GLOBAL BALANCED FUND R6 (GBAL CL R6) Institutional Ownership
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Depuneri 13F și NPORT

Detaliile privind depunerile 13F sunt gratuite. Detaliile privind depunerea NP necesită un abonament premium. Rândurile verzi indică poziții noi. Rândurile roșii indică poziții închise. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.

Actualizare pentru a debloca date premium și a exporta în Excel .

Data fișierului Sursă Investitor Tip Preț mediu
(Est)
Acțiuni Δ Acțiuni
(%)
Raportat
Valoare
(1000 USD)
Valoarea Δ
(%)
Port Alloc
(%)
2025-06-26 NP CTLAX - American Funds College 2033 Fund Class 529-A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.440.500 0,57 91.372 -0,39
2025-06-26 NP CTHAX - American Funds College 2030 Fund Class 529-A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.443.474 0,57 54.044 -0,39
2025-06-26 NP AADTX - American Funds 2025 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 35.242.782 -0,76 1.319.490 -1,70
2025-06-26 NP TDTTX - American Funds 2065 Target Date Retirement Fund Class T This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.361.977 5,64 88.432 4,63
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2025 Target Date Fund Class 1A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11.884 -14,86 472 -9,07
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2030 Target Date Fund Class 1A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13.573 -20,24 539 -14,87
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2045 Target Date Fund Class 4 6.133 13,13 244 20,90
2025-06-26 NP CCFAX - American Funds College 2036 Fund Class 529-A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.722.686 0,57 101.937 -0,39
2025-06-26 NP AAFTX - American Funds 2035 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 64.062.179 0,63 2.398.488 -0,33
2025-06-26 NP AAATX - American Funds 2010 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.827.139 -6,05 68.408 -6,94
2025-06-26 NP AACTX - American Funds 2020 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15.956.185 -3,29 597.400 -4,21
2025-06-26 NP FCFGX - American Funds College 2039 Fund Class 529-F-2 1.730.968 3,44 64.807 2,46
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2035 Target Date Fund Class 1 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18.718 4,24 743 11,56
2025-06-26 NP AALTX - American Funds 2050 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18.236.173 -2,83 682.762 -3,75
2025-06-26 NP AAGTX - American Funds 2040 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25.636.980 5,55 959.849 4,54
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2055 Target Date Fund Class 1A 3.015 14,99 120 22,68
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2065 Target Date Fund Class 1 38 26,67 2 0,00
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2015 Target Date Fund Class 4 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 105.376 12,11 4.183 19,86
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2010 Target Date Fund Class 1A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 269.038 -8,01 10.681 -1,68
2025-06-26 NP CAAZX - American Funds College 2042 Fund Class 529-F-2 164.118 30,74 6.145 29,51
2025-06-26 NP RCJTX - American Funds 2015 Target Date Retirement Fund Class R-3 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5.015.683 -1,01 187.787 -1,95
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2020 Target Date Fund Class 4 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18.103 8,50 719 15,99
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2070 Target Date Fund Class 4 57 7,55 2 100,00
2025-06-26 NP AANTX - American Funds 2060 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8.012.946 -1,78 300.005 -2,71
2025-06-26 NP NAARX - American Funds Retirement Income Portfolio - Conservative Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.319.360 0,97 49.397 0,01
2025-06-26 NP NBARX - American Funds Retirement Income Portfolio - Moderate Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.999.536 0,53 74.863 -0,42
2025-06-26 NP BLPAX - American Funds Moderate Growth and Income Portfolio Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 57.392.597 -0,46 2.148.779 -1,41
2025-06-26 NP AAHTX - American Funds 2045 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20.794.163 -0,39 778.533 -1,34
2025-06-26 NP NDARX - American Funds Retirement Income Portfolio - Enhanced Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.421.623 0,57 90.666 -0,39
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2060 Target Date Fund Class 1A 102 32,47 4 100,00
2025-06-26 NP AAMTX - American Funds 2055 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13.162.248 -1,05 492.795 -1,99
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2050 Target Date Fund Class 4 4.558 5,51 181 12,50
2025-06-26 NP TDABX - American Funds 2070 Target Date Retirement Fund Class T 77.382 84,17 2.897 82,43
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2040 Target Date Fund Class 1A 2.925 15,66 116 24,73
2025-06-26 NP AAETX - American Funds 2030 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 64.545.109 -0,93 2.416.569 -1,87
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