PBUS vs CGUS overlap
PBUS and CGUS overlap 44.2% by weight, across 57 shared holdings.
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Top shared holdings
| Holding | PBUS | CGUS | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 7.77% | 6.85% | 6.85% |
| Microsoft Corp.MSFT | 4.81% | 5.75% | 4.81% |
| Amazon.COM Inc.AMZN | 3.94% | 5.04% | 3.94% |
| Alphabet Inc.-aGOOGL | 3.35% | 3.22% | 3.22% |
| Broadcom Inc.AVGO | 3.05% | 6.33% | 3.05% |
| Apple Inc.AAPL | 6.94% | 2.75% | 2.75% |
| META Platforms-aMETA | 2.09% | 3.79% | 2.09% |
| Alphabet Inc.-CGOOG | 2.77% | 1.93% | 1.93% |
| ELI Lilly & CoLLY | 1.34% | 3.92% | 1.34% |
| JPMorgan ChaseJPM | 1.23% | 1.79% | 1.23% |
| Cisco SystemsCSCO | 0.72% | 1.95% | 0.72% |
| VISA Inc.-Class aV | 0.83% | 0.67% | 0.67% |
| Mastercard Inc.-aMA | 0.63% | 1.82% | 0.63% |
| Abbvie Inc.ABBV | 0.58% | 0.60% | 0.58% |
| Netflix Inc.NFLX | 0.55% | 1.30% | 0.55% |
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: PBUS, SEC Form N-PORT, May 31, 2026; CGUS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | PBUS | CGUS |
|---|---|---|
| Morgan Stanley | $1.6B | $298.7M |
| LPL Financial LLC | $22.5M | $1.4B |
| Envestnet Asset Management Inc. | $17.3M | $626.3M |
| Raymond James Financial Inc. | $122.7M | $439.2M |
| Jones Financial Companies LLLP | $427K | $555.7M |
| Wells Fargo & Company | $29 | $343.6M |
| Cetera Investment Advisers | $56.1M | $284.2M |
| Northwestern Mutual Wealth Management Co | $622K | $188.3M |
| Bank of New York Mellon Corp | $166.5M | $2.2M |
| MML Investors Services, LLC | $5.2M | $162.8M |
| Royal Bank of Canada | $67K | $117.5M |
| Osaic Holdings, Inc. | $100K | $113.2M |
| Private Advisor Group, LLC | $4.4M | $104.7M |
| UBS Group AG | $7.3M | $77.6M |
| Axxcess Wealth Management, LLC | $76.7M | $1.0M |
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: PBUS institutional holders, CGUS institutional holders.
Frequently asked questions
How much do PBUS and CGUS overlap?
44.2% by weight, with 57 holdings in common, using holdings for PBUS as of May 31, 2026 and CGUS as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both PBUS and CGUS?
37 Form 13F filers report positions in both, out of 467 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%.