EFG vs ACWI overlap
EFG and ACWI overlap 12.5% by weight, across 359 shared holdings.
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Top shared holdings
| Holding | EFG | ACWI | Overlap |
|---|---|---|---|
| ASML Holding NVASML | 5.92% | 0.63% | 0.63% |
| Roper TechnologiROP | 1.00% | 0.34% | 0.34% |
| Novartis AG-REGNOVN | 0.93% | 0.28% | 0.28% |
| Astrazeneca PLCAZN | 2.38% | 0.25% | 0.25% |
| Siemens AG-REGSIE | 0.79% | 0.24% | 0.24% |
| BHP Group Ltd.BHP | 0.69% | 0.21% | 0.21% |
| Commonw BK AustrCBA | 1.94% | 0.21% | 0.21% |
| Banco SantanderSAN | 0.66% | 0.20% | 0.20% |
| SAP SESAPGF | 1.77% | 0.19% | 0.19% |
| Schneider ElectrSBGSF | 1.71% | 0.18% | 0.18% |
| UBS Group AGUBS | 1.56% | 0.17% | 0.17% |
| Rolls-Royce HOLDRR/ | 1.55% | 0.16% | 0.16% |
| ABB Ltd.-REGABBN | 1.43% | 0.15% | 0.15% |
| NOVO Nordisk-BNOVOB | 1.41% | 0.15% | 0.15% |
| Tokyo Electron8035 | 1.39% | 0.15% | 0.15% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: EFG, SEC Form N-PORT, July 31, 2026; ACWI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | EFG | ACWI |
|---|---|---|
| Envestnet Asset Management Inc. | $2.9B | $63.0M |
| Morgan Stanley | $665.8M | $1.8B |
| LPL Financial LLC | $1.1B | $62.1M |
| Bank of America Corp. | $656.2M | $350.3M |
| JPMorgan Chase & Co | $426.5M | $215.6M |
| Jones Financial Companies LLLP | $532.6M | $1.3M |
| Wells Fargo & Company | $153.0M | $299.6M |
| PNC Financial Services Group, Inc. | $154.5M | $217.8M |
| UBS Group AG | $134.2M | $185.0M |
| Cetera Investment Advisers | $293.1M | $17.9M |
| Northern Trust Corp. | $7.9M | $250.6M |
| Bank of New York Mellon Corp | $198.0M | $53.3M |
| National Bank of Canada | $89K | $248.2M |
| MML Investors Services, LLC | $241.5M | $2.6M |
| Ameriprise Financial Inc. | $187.7M | $54.1M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: EFG institutional holders, ACWI institutional holders.
Frequently asked questions
How much do EFG and ACWI overlap?
12.5% by weight, with 359 holdings in common, using holdings for EFG as of July 31, 2026 and ACWI as of July 31, 2026. The largest shared position is ASML.
Do institutions hold both EFG and ACWI?
352 Form 13F filers report positions in both, out of 1,548 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.