ARCA:CGBL

Capital Group Core Balanced ETF

$ 33.7 0.15 ( +0.45%) 01:00 PM EST
PE Ratio:
27.05
PB Ratio:
4.46
Volume:
372.13K
Dividend Yield %:
1.91
Last Holding update 2025-06-24 68 Stocks (10 new)
Value $1.82 Bil Turnover 30 %
Top Holdings: CGCP(25.63%) CGCB(11.04%) AVGO(3.78%) MSFT(3.05%) PM(2.81%)
Portfolio Report
Registrant: Capital Group Core Balanced ETF
To
10Y: -%
Above Low: +NaN%
Below High: NaN%
Performance Chart Fundamental Charts Technical Indicators Gurus Trades Top Holdings Sector Breakdowns Holding History Back to Top

Capital Group Core Balanced ETF Performance

Dividend
Log
Bar
To

Annualized Return %  

Symbol
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
5 Years
10 Years

Total Annual Return %  

Symbol
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

Capital Group Core Balanced ETF Key Statistics

Name Value
Day's Open ($) 33.56
Day's Range ($) 33.5463 - 33.72
Day's Volume 372,135
52-Week Range ($) 28.22 - 33.72
Beta -
3-Year Sharpe Ratio -
3-Year Sortino Ratio -
Volatility 7.98
14-Day RSI 74.76
14-Day ATR ($) 0.246877
20-Day SMA ($) 32.964

Fundamental Data

Name Value
Market Cap (Mil $) 2,531.231
Shares Outstanding (Mil) 75.11
PE Ratio 27.05
PE Ratio (10y Range) 18.86 - 28.55
PE Ratio (10y Median) 27.05
PB Ratio 4.46
PB Ratio (10y Range) 3.15 - 10.63
PB Ratio (10y Median) 4.46

Dividend Data

Name Value
Dividends per Share (TTM) ($) 0.644
Dividend Yield % 1.91
Dividend Yield % (10y Range) 0.45 - 2.13
Dividend Yield % (10y Median) 1.65
Next Dividend Payment Date
Dividend Frequency Quarterly

CGBL Capital Group Core Balanced ETF Fundamental Charts

Historical TTM Price-to-Earnings for CGBL Capital Group Core Balanced ETF

Historical TTM Price-to-Earnings without NRI for CGBL Capital Group Core Balanced ETF

Historical Price-to-Book Ratio for CGBL Capital Group Core Balanced ETF

Historical Dividend Yields for CGBL Capital Group Core Balanced ETF

Capital Group Core Balanced ETF Technical Indicators

Moving Average

Momentum

Gurus Latest Trades with ARCA:CGBL

No Available Data

ARCA:CGBL is held by these investors

No Available Data
Capital Group Core Balanced ET... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CGCP
Capital Group Core Plus Income ETF
20,769,111
466,266.5
+54.00%
25.630
+8.99%
9.200
+0.95%
+3.58%
5,160.9
 
CGCB
Capital Group Core Bond ETF
7,644,396
200,894.7
+54.08%
11.040
+3.87%
8.380
-0.14%
+3.55%
2,455.7
 
AVGO
Broadcom Inc
410,993
68,812.6
+2.19%
3.780
+0.08%
0.010
+79.10%
+19.33%
1,294,301.1
Semiconductors
MSFT
Microsoft Corp
147,608
55,410.6
+34.98%
3.050
+0.79%
0.000
+33.94%
+18.80%
3,707,650.2
Software
PM
Philip Morris International Inc
321,917
51,097.9
+41.34%
2.810
+0.82%
0.020
+11.20%
+51.07%
278,429.8
Tobacco Products
VRTX
Vertex Pharmaceuticals Inc
75,057
36,389.1
+16.41%
2.000
+0.28%
0.030
-5.04%
+14.13%
118,029.1
Biotechnology
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
216,579
35,952.1
+26.47%
1.980
+0.41%
0.000
+49.72%
+19.77%
1,217,794.9
Semiconductors
META
Meta Platforms Inc
54,933
31,661.2
-21.29%
1.740
-0.63%
0.000
+35.35%
+23.00%
1,807,826.4
Interactive Media
AAPL
Apple Inc
130,560
29,001.3
+85.64%
1.590
+0.73%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
GILD
Gilead Sciences Inc
256,065
28,692.1
-3.15%
1.580
-0.06%
0.020
+0.14%
+22.69%
139,009.1
Drug Manufacturers

Capital Group Core Balanced ETF's Historical Top Holdings Breakdowns

Capital Group Core Balanced ETF's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CGCP
Capital Group Core Plus Income ETF
2025-03-31
Add
Add
+8.99%
●
21.94 ($22.37) 22.64
$22.45
0.36%
Add 54%
20,769,111
7,282,710
CGCB
Capital Group Core Bond ETF
2025-03-31
Add
Add
+3.87%
●
25.45 ($26.02) 26.41
$26.18
0.61%
Add 54.08%
7,644,396
2,683,065
PM
Philip Morris International Inc
2025-03-31
Add
Add
+0.82%
●
117.15 ($141.65) 158.79
$178.88
26.28%
Add 41.34%
321,917
94,160
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.79%
●
375.39 ($407.71) 447.2
$498.84
22.35%
Add 34.98%
147,608
38,250
AAPL
Apple Inc
2025-03-31
Add
Add
+0.73%
●
209.68 ($231.67) 247.1
$213.55
-7.82%
Add 85.64%
130,560
60,230
COF
Capital One Financial Corp
2025-03-31
Sold Out
Sold Out
-0.73%
●
163.87 ($188.9) 209.82
$220.91
16.95%
Sold Out
0
-56,333
AMGN
Amgen Inc
2025-03-31
New Buy
New Buy
+0.71%
●
258.59 ($295.3) 327.36
$298.24
1.00%
New holding
41,588
41,588
FI
Fiserv Inc
2025-03-31
New Buy
New Buy
+0.68%
●
200.51 ($218.93) 237.79
$175.55
-19.81%
New holding
55,722
55,722
META
Meta Platforms Inc
2025-03-31
Reduce
Reduce
-0.63%
●
576.36 ($645.17) 736.67
$719.01
11.45%
Reduce -21.29%
54,933
-14,859
EXR
Extra Space Storage Inc
2025-03-31
Sold Out
Sold Out
-0.63%
●
143.8 ($151.64) 161.28
$152.88
0.82%
Sold Out
0
-57,801

Capital Group Core Balanced ETF Total Holding History ($B)

To

Capital Group Core Balanced ETF's Asset Allocation

To

Capital Group Core Balanced ETF Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Capital Group Core Balanced ETF's Hypothetical Growth since 2025-03-31

Capital Group Core Balanced ETF's Yearly Returns

Year Portfolio % % Excess Gain %

Capital Group Core Balanced ETF's Holdings Heat Map

Size field:

Capital Group Core Balanced ETF's Holdings Bubble Chart

Capital Group Core Balanced ETF News

  • 1

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