# Portfolio overlap — NIPAX vs AXBAX

Comparing **Columbia Capital Allocation Moderate Conservative Portfolio** (2026-01-31) and **Columbia Capital Allocation Aggressive Portfolio** (2026-01-31).

- Shared positions: 26
- Columbia Capital Allocation Moderate Conservative Portfolio covered by Columbia Capital Allocation Aggressive Portfolio: 0.5058063464715684753066452410
- Columbia Capital Allocation Aggressive Portfolio covered by Columbia Capital Allocation Moderate Conservative Portfolio: 0.5058063464715684753066452409

## Columbia Capital Allocation Moderate Conservative Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Columbia Bond Fund | 0.235839 | ✓ |
| COLUMBIA SELECT CORPORATE INCOME FUND | 0.104272 | ✓ |
| Columbia Select Large Cap Equity Fund | 0.075018 | ✓ |
| COLUMBIA TRUST CONTRARIAN CORE FD | 0.074719 | ✓ |
| Columbia Disciplined Core Fund | 0.073858 |  |
| COLUMBIA US GOVERNMENT MORTGAGE | 0.069864 | ✓ |
| COLUMBIA OVERSEAS CORE FUND | 0.066987 | ✓ |
| Columbia US Treasury Index Fund | 0.059857 | ✓ |
| Columbia High Yield Bond Fund | 0.059635 | ✓ |
| COLUMBIA SHORT TERM CASH FUND | 0.037861 | ✓ |
| COLUMBIA CORNERSTONE GROWTH FUND | 0.031683 | ✓ |
| COLUMBIA LARGE CAP VALUE FUND | 0.030086 | ✓ |
| Columbia Emerging Markets Bond Fund | 0.030053 | ✓ |
| Columbia Research Enhanced Emerging Economies ETF | 0.019756 | ✓ |
| COLUMBIA EMERGING MARKETS FUND | 0.016109 | ✓ |
| Columbia Select Small Cap Value Fund | 0.006267 | ✓ |
| Columbia Small Cap Growth Fund | 0.006092 | ✓ |
| WORLDCLIMATE PARI MAR26 | 0.001413 | ✓ |
| ZURICH INSURANCE GROUP AG TRS 0.0000% 05-15-2033 | 0.000227 | ✓ |
| ZTO EXPRESS CAYMAN INC (GS) (CFD) | 0.000098 | ✓ |
| ZCS BRL 14.0087 05/12/25-01/04/27 CME | 0.000085 | ✓ |
| SPI 200 MAR 26 | 0.000076 | ✓ |
| WHEAT MAY 26 | 0.000061 | ✓ |
| US DOLLARS | 0.000045 | ✓ |
| US DOLLARS | 0.000030 | ✓ |
| ZAR/USD FORWARD | 0.000010 | ✓ |
| WHEAT SEP 26 | 0.000000 | ✓ |

## Columbia Capital Allocation Aggressive Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| COLUMBIA TRUST CONTRARIAN CORE FD | 0.152051 | ✓ |
| Columbia Select Large Cap Equity Fund | 0.147281 | ✓ |
| COLUMBIA OVERSEAS CORE FUND | 0.138713 | ✓ |
| COLUMBIA CORNERSTONE GROWTH FUND | 0.137674 | ✓ |
| COLUMBIA LARGE CAP VALUE FUND | 0.131978 | ✓ |
| Columbia Bond Fund | 0.043949 | ✓ |
| Columbia Research Enhanced Emerging Economies ETF | 0.037448 | ✓ |
| COLUMBIA SELECT CORPORATE INCOME FUND | 0.035311 | ✓ |
| COLUMBIA US GOVERNMENT MORTGAGE | 0.033927 | ✓ |
| COLUMBIA EMERGING MARKETS FUND | 0.033780 | ✓ |
| COLUMBIA SHORT TERM CASH FUND | 0.019940 | ✓ |
| Columbia High Yield Bond Fund | 0.019625 | ✓ |
| COLUMBIA COMMODITY STRATEGY FUND | 0.015736 |  |
| Columbia US Treasury Index Fund | 0.014521 | ✓ |
| Columbia Select Small Cap Value Fund | 0.013274 | ✓ |
| Columbia Small Cap Growth Fund | 0.012807 | ✓ |
| Columbia Emerging Markets Bond Fund | 0.009867 | ✓ |
| WORLDCLIMATE PARI MAR26 | 0.001317 | ✓ |
| ZURICH INSURANCE GROUP AG TRS 0.0000% 05-15-2033 | 0.000227 | ✓ |
| ZCS BRL 14.0087 05/12/25-01/04/27 CME | 0.000177 | ✓ |
| ZTO EXPRESS CAYMAN INC (GS) (CFD) | 0.000158 | ✓ |
| SPI 200 MAR 26 | 0.000092 | ✓ |
| WHEAT MAY 26 | 0.000061 | ✓ |
| US DOLLARS | 0.000045 | ✓ |
| US DOLLARS | 0.000029 | ✓ |
| ZAR/USD FORWARD | 0.000010 | ✓ |
| WHEAT SEP 26 | 0.000000 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-033306` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1097519/000141036826033306/0001410368-26-033306-index.htm>
- N-PORT (fund B) — accession `0001410368-26-033338` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1352280/000141036826033338/0001410368-26-033338-index.htm>

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