Fund names rarely tell you what a fund holds. As at 17 October 2026, among the global equity funds for which we can see the ten largest holdings, Apple is one of those ten in a little over two in five of them, at weights between 1.6% and 8.0%. The median is 4.6%. Holdings dates run from 7 June to 17 October 2026, most of them in October.
What “among the ten largest” means
Our holdings data records each fund’s ten largest positions. A fund can hold Apple outside its ten largest, so the share above is a minimum, not a full count. It also covers only funds that report holdings to us.
The weights where Apple appears
| Fund | Weight in Apple | Holdings date |
|---|---|---|
| State Street World TPI Climate Transition Index Equity Sub-Fund | 8.0% | 17 October 2026 |
| HSBC Islamic Global Equity Index | 7.3% | 4 October 2026 |
| J.P. Morgan Mansart Global Quantitative Equity (active) | 5.9% | 17 October 2026 |
| UBS MSCI World Climate Paris Aligned Index | 5.6% | 13 July 2026 |
| Schroder Sustainable Multi-Factor Equity | 5.5% | 6 October 2026 |
| Royal London Global Equity Enhanced | 5.4% | 5 October 2026 |
These are the highest weights among funds in sterling, euro or US dollar share classes. The table covers six funds with different approaches, most index based and one active, so the same stock sits in very different mandates.
What it means for a portfolio of funds
Two funds with different names and managers can both have the same large position. Adding them together increases exposure to that stock rather than spreading it. Looking at holdings across your funds shows this before it matters.
What we have not measured
Holdings are reported on dates that differ by fund, and a weight is a snapshot. The UBS figure above is from July, so it may have changed since.
Questions to ask of the table
Overlap raises practical questions for anyone holding several global equity funds. How much of each fund is in the same few stocks? Do funds with different labels, such as index, climate aligned, Islamic or quantitative, still hold the same large positions? How recent is the holdings date for each fund? And does the share class or currency you hold change what the portfolio contains? It does not, since classes of one fund hold the same portfolio, but it can change fees and returns.
A portfolio of funds can look diversified by name and still be concentrated in a handful of companies, so the holdings view is a useful second check next to the fund list. The table shows six funds for illustration only, and it should not be read as a ranking of funds. Holdings dates differ by fund, so two weights in the table are not always measured on the same day, and a later date could show a different weight.
How to check it yourself
Use the holdings view on each fund page, or the holding search to see which funds list a given stock among their ten largest.
How we counted
Our holdings data records each fund’s ten largest positions. We matched Apple by ISIN or by name, with bonds excluded. The share we quote is of global equity funds that have holdings data, one share class per fund. Weights and dates are as reported by each fund.
The median is the median of the weights where Apple appears among the ten largest. We have not estimated a weight for any fund that does not report one, and a fund that holds Apple outside its ten largest is not counted.
Source: FE fundinfo and fund holdings reports at the dates stated. Past performance is not a reliable guide to future returns. Capital is at risk. This is information, not personal advice.
Past performance is not a guide to future returns. Capital is at risk.
Funds Benchmark provides research and tooling for institutional and private investors. Nothing in this note is investment advice or a recommendation to buy or sell any specific fund.