Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
PIEL vs REFA
Shared holdings
32
PIEL covered by REFA
27.91%
REFA covered by PIEL
27.91%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
PIEL (April 30, 2026)
| Security | Weight | |
|---|---|---|
| SK HYNIX INC | 9.80% | |
| ASML Holding NV | 6.09% | |
| Novartis AG (Registered) | 4.88% | |
| ASTRAZENECA PLC | 4.58% | |
| ROCHE HOLDING AG | 4.48% | |
| LVMH MOET HENNESSY LOUIS VUITTON SE | 3.48% | |
| SAP SE | 3.28% | |
| Hermes International SCA | 3.13% | |
| BHP GROUP LTD | 3.06% | |
| INDITEX SA | 2.88% | |
| SHOPIFY INC CL A | 2.32% | |
| ADVANTEST CORP | 2.16% | |
| ANHEUSER-BUSCH INBEV SA/NV | 2.12% | |
| ROLLS-ROYCE HOLDINGS PLC | 2.10% | |
| SONY GROUP CORP | 1.90% | |
| Sanofi SA | 1.79% | |
| PROSUS NV | 1.79% | |
| GSK PLC | 1.67% | |
| CIE FINANCI-REG | 1.60% | |
| BARRICK MINING CORP | 1.03% | |
| FERRARI NV | 1.03% | |
| MURATA MFG CO | 1.00% | |
| COMMON STOCK | 0.99% | |
| WHEATON PRECIOUS METALS CORP | 0.90% | |
| UCB SA | 0.84% | |
| TAKEDA PHARMACEU | 0.83% | |
| HOLCIM LTD | 0.82% | |
| DISCO CORP | 0.82% | |
| SANDVIK AB | 0.81% | |
| GALDERMA GROUP A | 0.77% | |
| SAMSUNG BIOLOGIC | 0.77% | |
| ARGENX SE | 0.76% | |
| ASM INTL NV | 0.75% | |
| CONSTELLATION SOFTWARE INC | 0.70% | |
| PRYSMIAN SPA | 0.70% | |
| DIAGEO PLC | 0.69% | |
| Givaudan SA (Registered) | 0.69% | |
| FORTESCUE METALS | 0.68% | |
| CSL LTD COMMON STOCK | 0.67% | |
| FANUC CORP | 0.67% | |
| THOMSON REUTERS CORP | 0.66% | |
| WASTE CONNECTIONS INC | 0.65% | |
| RECKITT BENCKISE | 0.64% | |
| ASSA ABLOY AB SER B | 0.62% | |
| ALCON INC | 0.58% | |
| KINROSS GOLD CORP | 0.57% | |
| ERICSSON (LM) TELE CO CL B | 0.57% | |
| TENARIS SA | 0.53% | |
| EXPERIAN PLC COMMON STOCK USD.1 | 0.52% | |
| INPEX CORP | 0.52% |
REFA (March 31, 2026)
| Security | Weight | |
|---|---|---|
| ASML Holding NV | 5.00% | |
| Novartis AG (Registered) | 3.48% | |
| ROCHE HOLDING AG | 3.34% | |
| BHP GROUP LTD | 3.09% | |
| SHELL PLC | 2.39% | |
| ASTRAZENECA PLC | 2.20% | |
| HITACHI LTD | 2.18% | |
| SONY GROUP CORP | 2.15% | |
| MITSUBISHI CORP | 1.94% | |
| DEUTSCHE TELEKOM | 1.80% | |
| SIEMENS ENERGY AG | 1.68% | |
| SAFRAN SA | 1.47% | |
| TOKIO MARINE HOLDINGS INC COMMON STOCK | 1.34% | |
| BRITISH AMERICAN TOBACCO PLC | 1.26% | |
| BNP PARIBAS | 1.20% | |
| RECRUIT HOLDINGS | 1.19% | |
| ROLLS-ROYCE HOLDINGS PLC | 1.19% | |
| MUENCHENER RUE-R | 1.14% | |
| Sanofi SA | 1.09% | |
| BANCO SANTANDER SA | 1.08% | |
| MARUBENI CORP | 1.03% | |
| BP PLC | 1.00% | |
| AXA | 0.99% | |
| HKEX | 0.96% | |
| IBERDROLA SA | 0.93% | |
| VINCI SA | 0.92% | |
| VESTAS WIND SYST | 0.87% | |
| KBC GROUP | 0.86% | |
| GSK PLC | 0.84% | |
| BBVA | 0.81% | |
| UNICREDIT SPA | 0.80% | |
| RIO TINTO LTD | 0.74% | |
| KOMATSU LTD | 0.73% | |
| SOMPO HOLDINGS I | 0.73% | |
| DEUTSCHE BANK-RG | 0.73% | |
| DANONE SA | 0.72% | |
| ENGIE | 0.72% | |
| RIO TINTO PLC | 0.72% | |
| SUMITOMO CORP | 0.70% | |
| NEC CORP | 0.70% | |
| INTESA SANPAOLO | 0.70% | |
| TELE2 AB-B SHS | 0.70% | |
| BOLIDEN AB | 0.69% | |
| DHL GROUP | 0.68% | |
| LLOYDS BANKING | 0.68% | |
| BARCLAYS PLC | 0.68% | |
| OTSUKA HOLDINGS | 0.67% | |
| E.ON SE | 0.67% | |
| ENEL SPA | 0.67% | |
| SOFTBANK CORP | 0.66% |
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