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UIGIX vs INDEX

Shared holdings
358
UIGIX covered by INDEX
58.11%
INDEX covered by UIGIX
58.11%

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.

UIGIX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP4.54%
APPLE INC3.44%
MICROSOFT CORP3.10%
ALPHABET INC CL C2.54%
ALPHABET INC CL A2.49%
META PLATFORMS INC CL A2.18%
JPMORGAN CHASE and CO2.05%
AMAZON.COM INC1.63%
JOHNSON&JOHNSON1.44%
LILLY ELI and CO1.36%
GILEAD SCIENCES INC1.31%
WELLS FARGO & CO1.27%
BROADCOM INC1.26%
MERCK & CO1.17%
ABBVIE INC1.14%
ALTRIA GROUP INC1.08%
PROCTER & GAMBLE1.05%
VISA INC-CLASS A1.04%
CISCO SYSTEMS INC0.94%
TESLA INC0.94%
BRISTOL-MYERS SQUIBB CO0.93%
LAM RESEARCH CORP0.93%
LOCKHEED MARTIN CORP0.91%
VERIZON COMMUNICATIONS INC0.88%
ACCENTURE PLC-A0.87%
PNC FINANCIAL SERVICES GRP INC0.87%
VALERO ENERGY CORP0.82%
EOG RESOURCES INC0.79%
BANK OF NEW YORK MELLON CORP0.78%
QUALCOMM INC0.78%
MARATHON PETROLEUM CORP0.74%
CF INDUSTRIES HOLDINGS INC0.73%
LOWES COS INC0.72%
CATERPILLAR INC0.70%
AUTOMATIC DATA PROCESSING INC0.69%
CUMMINS INC0.69%
ALLSTATE CORPORATION0.67%
GOLDMAN SACHS GROUP INC0.64%
APPLIED MATERIALS INC0.63%
INTL BUS MACH CORP0.62%
COSTCO WHOLESALE CORP0.62%
AMERICAN EXPRESS CO0.61%
EDISON INTL0.60%
PHILIP MORRIS INTL INC0.58%
SYSCO CORP0.58%
EVEREST RE GROUP0.57%
OTIS WORLDWIDE CORP0.57%
AMERIPRISE FINANCIAL INC0.56%
PEPSICO INC0.56%
UNITEDHEALTH GRP0.55%

INDEX (March 31, 2026)

SecurityWeight
NVIDIA CORP7.57%
APPLE INC6.70%
MICROSOFT CORP4.91%
AMAZON.COM INC3.62%
ALPHABET INC CL A2.99%
BROADCOM INC2.61%
ALPHABET INC CL C2.38%
META PLATFORMS INC CL A2.23%
TESLA INC1.87%
BERKSHIRE HATH-B1.57%
JPMORGAN CHASE and CO1.43%
LILLY ELI and CO1.30%
EXXON MOBIL CORP1.28%
JOHNSON&JOHNSON1.05%
WALMART INC0.97%
VISA INC-CLASS A0.91%
COSTCO WHOLESALE CORP0.79%
MASTERCARD INC CL A0.73%
NETFLIX INC0.73%
CHEVRON CORP0.70%
ABBVIE INC0.69%
MICRON TECHNOLOGY INC0.68%
PROCTER & GAMBLE0.60%
PALANTIR TECHNOLOGIES INC0.60%
CATERPILLAR INC0.59%
ADV MICRO DEVICE0.59%
BANK OF AMERICA CORPORATION0.58%
HOME DEPOT INC0.58%
CISCO SYSTEMS INC0.55%
GENERAL ELECTRIC CO0.53%
MERCK & CO0.53%
COCA-COLA CO/THE0.53%
APPLIED MATERIALS INC0.49%
LAM RESEARCH CORP0.48%
RTX CORP0.46%
PHILIP MORRIS INTL INC0.46%
GOLDMAN SACHS GROUP INC0.45%
WELLS FARGO & CO0.45%
ORACLE CORP0.44%
UNITEDHEALTH GRP0.44%
GE VERNOVA LLC0.42%
LINDE PLC0.41%
INTL BUS MACH CORP0.40%
MCDONALDS CORP0.40%
PEPSICO INC0.38%
VERIZON COMMUNICATIONS INC0.38%
AT&T INC0.37%
CITIGROUP INC0.36%
MORGAN STANLEY0.35%
INTEL CORP0.35%

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