PB

Pioneer Balanced ESG Fund | AOBLX

Mutual Fund
Pioneer Series Trust IV
Last update 2025-03-25 62 Stocks (2 new)
Value $273.00 Mil Turnover 3 %
Countries:
Top Holdings: GOOGL(10.51%)MSFT(5.70%)V(3.37%)CSCO(2.71%)LLY(2.68%)
Summary Stock Picks Current Portfolio
Pioneer Balanced ESG Fund Top Holdings of 2025-01-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GOOGL
Alphabet Inc
140,639
28,693.2
-3.57%
10.510
-0.32%
0.000
+18.74%
+1.71%
2,328,605.8
Interactive Media
MSFT
Microsoft Corp
37,509
15,568.5
-2.06%
5.700
-0.12%
0.000
+30.48%
+21.55%
3,793,267.1
Software
V
Visa Inc
26,961
9,215.3
-2.03%
3.370
-0.06%
0.000
+5.65%
+12.23%
690,581.9
Credit Services
CSCO
Cisco Systems Inc
122,271
7,409.6
-2.06%
2.710
-0.05%
0.000
+21.13%
+17.61%
270,408.5
Hardware
LLY
Eli Lilly and Co
9,037
7,329.7
-2.00%
2.680
-0.06%
0.000
-7.96%
+5.64%
729,374.4
Drug Manufacturers
PSTG
Pure Storage Inc
98,291
6,663.1
-2.06%
2.440
-0.04%
0.030
+25.12%
-6.92%
18,688.2
Hardware
CAH
Cardinal Health Inc
51,059
6,314.0
-2.06%
2.310
-0.04%
0.020
+15.41%
+35.31%
37,777.8
Medical Distribution
TJX
TJX Companies Inc
47,736
5,957.0
-2.05%
2.180
-0.04%
0.000
+0.09%
+5.17%
140,857.6
Retail - Cyclical
CRH
CRH PLC
58,338
5,777.2
-2.06%
2.120
-0.04%
0.010
+5.53%
+5.85%
65,362.3
Building Materials
ABBV
AbbVie Inc
30,337
5,579.0
-2.05%
2.040
-0.05%
0.000
+3.45%
+10.35%
337,082.7
Drug Manufacturers

Pioneer Balanced ESG Fund's Historical Top Holdings Breakdowns

Pioneer Balanced ESG Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CFG
Citizens Financial Group Inc
2025-01-31
New Buy
New Buy
+1.81%
●
41.59 ($45.83) 48.46
$49.02
6.96%
New holding
104,036
104,036
BK
Bank of New York Mellon Corp
2025-01-31
Sold Out
Sold Out
-1.61%
●
75 ($79.65) 86.5
$99.44
24.85%
Sold Out
0
-58,811
CI
The Cigna Group
2025-01-31
Sold Out
Sold Out
-1.44%
●
265.59 ($302.54) 343.06
$293.93
-2.85%
Sold Out
0
-12,603
KHC
The Kraft Heinz Co
2025-01-31
Sold Out
Sold Out
-0.96%
●
28.51 ($30.87) 33.51
$28.78
-6.77%
Sold Out
0
-79,092
ACLS
Axcelis Technologies Inc
2025-01-31
Sold Out
Sold Out
-0.82%
●
68 ($74.37) 87.95
$72.50
-2.51%
Sold Out
0
-26,458
ASML
ASML Holding NV
2025-01-31
New Buy
New Buy
+0.76%
●
658.43 ($706.75) 768.51
$708.94
0.31%
New holding
2,800
2,800
GOOGL
Alphabet Inc
2025-01-31
Reduce
Reduce
-0.32%
●
164.76 ($185.26) 204.02
$192.08
3.68%
Reduce -3.57%
140,639
-5,213
ETN
Eaton Corp PLC
2025-01-31
Reduce
Reduce
-0.31%
●
311.55 ($352.11) 377.52
$384.90
9.31%
Reduce -14.82%
14,911
-2,594
MSFT
Microsoft Corp
2025-01-31
Reduce
Reduce
-0.12%
●
408.46 ($429.09) 454.46
$510.36
18.94%
Reduce -2.06%
37,509
-787
LLY
Eli Lilly and Co
2025-01-31
Reduce
Reduce
-0.06%
●
725.72 ($784.5) 832.44
$812.46
3.56%
Reduce -2%
9,037
-184

Pioneer Balanced ESG Fund Total Holding History ($B)

To

Pioneer Balanced ESG Fund's Asset Allocation

To

Pioneer Balanced ESG Fund Past Portfolios

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

Top Ranked Articles

  • 1

Pioneer Balanced ESG Fund's Hypothetical Growth since 2025-01-31

Pioneer Balanced ESG Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Pioneer Balanced ESG Fund's Holdings Heat Map

Size field:

Pioneer Balanced ESG Fund's Holdings Bubble Chart

Pioneer Balanced ESG Fund News

  • 1

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