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UIGIX vs PBUS

Shared holdings
400
UIGIX covered by PBUS
58.52%
PBUS covered by UIGIX
58.52%

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%

PBUS (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP7.08%
APPLE INC6.45%
MICROSOFT CORP4.56%
AMAZON.COM INC3.32%
ALPHABET INC CL A2.98%
ALPHABET INC CL C2.50%
BROADCOM INC2.36%
META PLATFORMS INC CL A2.31%
TESLA INC1.87%
LILLY ELI and CO1.39%
JPMORGAN CHASE and CO1.36%
BERKSHIRE HATH-B1.15%
Invesco Private Prime Fund1.12%
EXXON MOBIL CORP1.07%
JOHNSON&JOHNSON0.98%
WALMART INC0.92%
VISA INC-CLASS A0.89%
MICRON TECHNOLOGY INC0.76%
COSTCO WHOLESALE CORP0.74%
MASTERCARD INC CL A0.73%
ABBVIE INC0.67%
NETFLIX INC0.67%
PROCTER & GAMBLE0.64%
HOME DEPOT INC0.62%
GENERAL ELECTRIC CO0.60%
CHEVRON CORP0.59%
BANK OF AMERICA CORPORATION0.58%
CATERPILLAR INC0.57%
COCA-COLA CO/THE0.55%
ADV MICRO DEVICE0.53%
CISCO SYSTEMS INC0.52%
PALANTIR TECHNOLOGIES INC0.51%
MERCK & CO0.51%
APPLIED MATERIALS INC0.49%
LAM RESEARCH CORP0.49%
PHILIP MORRIS INTL INC0.48%
Invesco Private Government Fund0.45%
RTX CORP0.45%
UNITEDHEALTH GRP0.44%
WELLS FARGO & CO0.43%
GOLDMAN SACHS GROUP INC0.42%
ORACLE CORP0.41%
MCDONALDS CORP0.40%
GE VERNOVA LLC0.39%
LINDE PLC0.39%
PEPSICO INC0.38%
INTL BUS MACH CORP0.37%
VERIZON COMMUNICATIONS INC0.35%
AMGEN INC0.34%
INTEL CORP0.34%

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