# Portfolio overlap — UEIPX vs CUSEX

Comparing **UBS Engage For Impact Fund** (2026-03-31) and **Capital Group U.S. Equity Fund** (2026-01-31).

- Shared positions: 10
- UBS Engage For Impact Fund covered by Capital Group U.S. Equity Fund: 0.1960261431584654511244291569
- Capital Group U.S. Equity Fund covered by UBS Engage For Impact Fund: 0.1960261431584654511244291569

## UBS Engage For Impact Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| State Street Navigator Securities Lending Government Money Market Portfolio | 0.059983 |  |
| BROADCOM INC | 0.045441 | ✓ |
| MICROSOFT CORP | 0.044332 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.038923 | ✓ |
| ASTRAZENECA PLC | 0.032007 |  |
| INFINEON TECH | 0.028758 |  |
| AIB GROUP PLC | 0.027895 |  |
| AMAZON.COM INC | 0.026489 | ✓ |
| ALCON INC | 0.026345 |  |
| IBERDROLA SA | 0.025382 |  |
| AUTODESK INC | 0.025070 |  |
| LINDE PLC | 0.024878 | ✓ |
| DANONE SA | 0.023358 |  |
| KNORR-BREMSE AG | 0.022010 |  |
| ADVANCED DRAINAGE SYSTEMS INC | 0.021865 |  |
| LILLY ELI and CO | 0.021165 | ✓ |
| CAPITAL ONE FINANCIAL CORP | 0.021047 | ✓ |
| FIRST HORIZON CORP | 0.020975 |  |
| AALBERTS NV COMMON STOCK | 0.019501 |  |
| MICRON TECHNOLOGY INC | 0.018884 | ✓ |
| HDFC BANK LTD SPON ADR | 0.018327 |  |
| ECOLAB INC | 0.018075 |  |
| APTIV PLC | 0.017672 |  |
| BBVA | 0.017623 |  |
| SERVICENOW INC | 0.016845 | ✓ |
| ROPER TECHNOLOGIES INC | 0.016465 |  |
| INTL FLVR & FRAG | 0.016326 |  |
| PURE STORAGE INC CL A | 0.015913 |  |
| INGERSOLL RAND INC | 0.015830 | ✓ |
| DSM-FIRMENICH AG | 0.015653 |  |
| SANDOZ GROUP AG | 0.015526 |  |
| CF INDUSTRIES HOLDINGS INC | 0.015424 |  |
| RECRUIT HOLDINGS | 0.015412 |  |
| GRUPO F BANORT-O | 0.015412 |  |
| AECOM | 0.014649 |  |
| KONINKLIJKE PHIL | 0.014518 |  |
| WISE PLC - A | 0.013642 |  |
| SHIMANO INC | 0.013392 |  |
| BIO RAD LABS CL A | 0.012905 |  |
| SPROUTS FMRS MKT INC | 0.012700 |  |
| SINGAPORE TELECO (LOT SIZE 100) | 0.012018 |  |
| MENGNIU DAIRY | 0.011937 |  |
| DEXCOM INC | 0.011358 |  |
| Receive CONTEMPORARY A-A Pay Overnight Rate -1 | 0.011269 |  |
| GERDAU SA -SPON ADR DEPOSITARY RECEIPT | 0.010760 |  |
| ZOOM VIDEO COMMUNICATIONS INC CL A | 0.010293 |  |
| MERCADOLIBRE INC | 0.010216 |  |
| SONY GROUP CORP | 0.009722 |  |
| OWENS CORNING INC | 0.008859 |  |
| MONTROSE ENVIRONMENTAL GROUP INC | 0.005961 |  |

## Capital Group U.S. Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BROADCOM INC | 0.076182 | ✓ |
| ALPHABET INC CL C | 0.064797 |  |
| MICROSOFT CORP | 0.058305 | ✓ |
| CAPITAL GROUP CENTRAL CASH FUND | 0.042519 |  |
| AMAZON.COM INC | 0.035837 | ✓ |
| APPLE INC | 0.033188 |  |
| META PLATFORMS INC CL A | 0.032070 |  |
| GENERAL ELECTRIC CO | 0.030300 |  |
| KLA CORP | 0.028833 |  |
| CONSTELLATION ENERGY CORP | 0.024505 |  |
| VISA INC-CLASS A | 0.024127 |  |
| PHILIP MORRIS INTL INC | 0.021665 |  |
| MICRON TECHNOLOGY INC | 0.020021 | ✓ |
| JPMORGAN CHASE and CO | 0.019464 |  |
| MARSH & MCLENNAN | 0.019419 |  |
| LINDE PLC | 0.018812 | ✓ |
| GE VERNOVA LLC | 0.018005 |  |
| LILLY ELI and CO | 0.016119 | ✓ |
| NORTHROP GRUMMAN CORP | 0.014865 |  |
| MONDELEZ INTL INC | 0.014255 |  |
| RTX CORP | 0.014062 |  |
| AMGEN INC | 0.013221 |  |
| ROYAL CARIBBEAN CRUISES LTD | 0.013194 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.013088 | ✓ |
| WELLTOWER INC | 0.012830 |  |
| TRANSDIGM GROUP INC | 0.011323 |  |
| SALESFORCE INC | 0.010583 |  |
| WASTE CONNECTIONS INC | 0.010261 |  |
| ABBVIE INC | 0.009756 |  |
| UNITEDHEALTH GRP | 0.009747 |  |
| ATMOS ENERGY CORP | 0.009615 |  |
| NVIDIA CORP | 0.009501 |  |
| ABBOTT LABS | 0.009499 |  |
| VERTEX PHARMACEUTICALS INC | 0.008654 |  |
| TRUIST FINL CORP | 0.008223 |  |
| PNC FINANCIAL SERVICES GRP INC | 0.008122 |  |
| ENTERGY CORP | 0.007300 |  |
| CONOCOPHILLIPS | 0.007134 |  |
| TRACTOR SUPPLY CO. | 0.006857 |  |
| MORGAN STANLEY | 0.006612 |  |
| SHOPIFY INC CL A | 0.006392 |  |
| ARTHUR J GALLAGHAR AND CO | 0.006019 |  |
| S&P GLOBAL INC | 0.006012 |  |
| CHURCH & DWIGHT | 0.005728 |  |
| DANAHER CORP | 0.005658 |  |
| SERVICENOW INC | 0.005437 | ✓ |
| LENNOX INTL INC | 0.005376 |  |
| Safran S.A. Unsponsored ADR | 0.005270 |  |
| TJX COS INC | 0.005249 |  |
| ROLLS ROYCE HOLDINGS SPONS ADR | 0.005213 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-056378` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/886244/000141036826056378/0001410368-26-056378-index.htm>
- N-PORT (fund B) — accession `0001193125-26-130893` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1785360/000119312526130893/0001193125-26-130893-index.htm>

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