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
+1.34%
-8.84%
2,097,113.9
Interactive Media
MSFT 		Microsoft Corp
37,509
15,568.5
-2.06%
5.700
-0.12%
0.000
+15.42%
+8.92%
3,399,348.3
Software
V 		Visa Inc
26,961
9,215.3
-2.03%
3.370
-0.06%
0.000
-0.66%
+14.21%
689,125.3
Credit Services
CSCO 		Cisco Systems Inc
122,271
7,409.6
-2.06%
2.710
-0.05%
0.000
-0.54%
+8.44%
250,826.3
Hardware
LLY 		Eli Lilly and Co
9,037
7,329.7
-2.00%
2.680
-0.06%
0.000
-21.70%
-6.46%
645,822.1
Drug Manufacturers
PSTG 		Pure Storage Inc
98,291
6,663.1
-2.06%
2.440
-0.04%
0.030
+5.09%
-10.24%
18,038.7
Hardware
CAH 		Cardinal Health Inc
51,059
6,314.0
-2.06%
2.310
-0.04%
0.020
+18.70%
+30.51%
36,548.6
Medical Distribution
TJX 		TJX Companies Inc
47,736
5,957.0
-2.05%
2.180
-0.04%
0.000
+1.50%
+5.13%
140,923.6
Retail - Cyclical
CRH 		CRH PLC
58,338
5,777.2
-2.06%
2.120
-0.04%
0.010
-9.60%
+0.17%
62,049.1
Building Materials
ABBV 		AbbVie Inc
30,337
5,579.0
-2.05%
2.040
-0.05%
0.000
-11.60%
+4.97%
323,410.7
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 Inc2025-01-31New Buy
+1.81%
●
41.59 ($45.83) 48.46
$39.73
-13.31%
New holding
104,036
104,036
BK 		Bank of New York Mellon Corp2025-01-31Sold Out
-1.61%
●
75 ($79.65) 86.5
$88.80
11.49%
Sold Out
0
-58,811
CI 		The Cigna Group2025-01-31Sold Out
-1.44%
●
265.59 ($302.54) 343.06
$310.86
2.75%
Sold Out
0
-12,603
KHC 		The Kraft Heinz Co2025-01-31Sold Out
-0.96%
●
28.51 ($30.87) 33.51
$26.54
-14.03%
Sold Out
0
-79,092
ACLS 		Axcelis Technologies Inc2025-01-31Sold Out
-0.82%
●
68 ($74.37) 87.95
$57.55
-22.62%
Sold Out
0
-26,458
ASML 		ASML Holding NV2025-01-31New Buy
+0.76%
●
658.43 ($706.75) 768.51
$746.51
5.63%
New holding
2,800
2,800
GOOGL 		Alphabet Inc2025-01-31Reduce
-0.32%
●
164.76 ($185.26) 204.02
$172.36
-6.96%
Reduce -3.57%
140,639
-5,213
ETN 		Eaton Corp PLC2025-01-31Reduce
-0.31%
●
311.55 ($352.11) 377.52
$325.67
-7.51%
Reduce -14.82%
14,911
-2,594
MSFT 		Microsoft Corp2025-01-31Reduce
-0.12%
●
408.46 ($429.09) 454.46
$457.36
6.59%
Reduce -2.06%
37,509
-787
LLY 		Eli Lilly and Co2025-01-31Reduce
-0.06%
●
725.72 ($784.5) 832.44
$719.39
-8.30%
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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