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CBLAX Holdings List NMFQS:CBLAX

Allocation--50% to 70% Equity | Columbia Threadneedle
$57.22
↑ $0.07 (0.12%)
Last Updated: Aug 09, 2026

Columbia Balanced Fund Class A (CBLAX) - Allocation--50% to 70% Equity fund with $10.35 Billion in assets. The fund allocates 28.25% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.

The largest holding in the fund is COLUMBIA SHORT TERM CASH FUND at 3.48% of total assets. This is followed by Microsoft Corp (3.65%) and Apple Inc (3.72%).

CBLAX Holdings

Name Weight Owned Change
COLUMBIA SHORT TERM CASH FUND 3.48% - -
Microsoft Corp 3.65% - -
Apple Inc 3.72% - -
NVIDIA Corp 4.81% - -
Amazon.com Inc 2.69% - -
UMBS 30YR TBA(REG A) 1.84% - -
iShares Core MSCI EAFE ETF 2.92% - -
Meta Platforms Inc 2.10% - -
JPMorgan Chase Co 1.45% - -
Alphabet Inc 1.59% - -
Broadcom Inc 1.61% - -
Eli Lilly Co 1.63% - -

Asset Allocation

Bond 34.65%
Cash 2.80%
Non US Stock 3.77%
Not Classified 0.00%
Other 0.00%
US Stock 58.77%

Market Cap

AverageMarketCap 483891.30%
Giant 30.10%
Large 21.05%
Medium 10.62%
Micro 0.01%
Small 0.76%

Sector Weights

Cash and Equivalents 1.75%
Corporate 1.75%
Derivative 1.75%
Government 1.75%
Municipal 1.75%
Securitized 1.75%
Basic Materials 1.14%
Consumer Cyclical 9.78%
Financial Services 12.37%
Real Estate 1.19%
Consumer Defensive 1.57%
Healthcare 10.03%
Utilities 1.75%
Communication Services 11.12%
Energy 2.55%
Industrials 10.60%
Technology 37.89%

World Regions

Latin America 0.00%
North America 93.97%
Asia Developed 0.15%
Asia Emerging 1.77%
Australasia 0.31%
Japan 1.10%
Africa/Middle East 0.07%
Europe Developed 2.04%
Europe Emerging 0.00%
United Kingdom 0.58%