UBS U.S. Sustainable Equity Fund
UBS FUNDS

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Sep 30, 2020 → Dec 31, 2020

Expand a category to see the positions behind it, ranked by weight.

Security Shares Sep 2020 Shares Dec 2020 Δ shares End % Δ value
AZEK CO INC/THE 0 16,884 16,884 2.22% $649.19K
VOYA FINANCIAL INC 0 11,009 11,009 2.21% $647.44K
KEYSIGHT TECHNOLOGIES INC 0 3,845 3,845 1.74% $507.89K
BLOOM ENERGY CORP CL A 0 15,372 15,372 1.51% $440.56K
CADENCE DESIGN SYSTEMS INC 0 2,288 2,288 1.07% $312.15K
MARAVAI LIFESCIENCES HOLDINGS INC 0 7,810 7,810 0.75% $219.07K
Security Shares Sep 2020 Shares Dec 2020 Δ shares End % Δ value
BEST BUY CO INC 6,968 0 -6,968 0.00% -$775.47K
LKQ CORP 23,737 0 -23,737 0.00% -$658.23K
State Street Navigator Securities Lending Portfolio II 649,559 0 -649,559 0.00% -$649.56K
LABORATORY CP 2,857 0 -2,857 0.00% -$537.89K
Security Shares Sep 2020 Shares Dec 2020 Δ shares End % Δ value
VMWARE INC-CL A 7,314 7,330 16 3.52% -$22.70K
LINDE PLC 1,638 2,347 709 2.12% $228.40K
MEDTRONIC PLC 3,800 4,900 1,100 1.96% $179.09K
ECOLAB INC 1,658 2,628 970 1.94% $237.26K
MONTROSE ENVIRONMENTAL GROUP INC 9,666 15,475 5,809 1.64% $248.86K
SALESFORCE INC 1,198 1,529 331 1.16% $39.17K
Security Shares Sep 2020 Shares Dec 2020 Δ shares End % Δ value
MICROSOFT CORP 7,869 7,446 -423 5.67% $1.05K
VISA INC-CLASS A 5,853 5,539 -314 4.14% $41.12K
STARBUCKS CORP 11,758 11,127 -631 4.07% $180.12K
MSA SAFETY INC 8,399 7,948 -451 4.06% $60.46K
UNITEDHEALTH GRP 3,267 3,092 -175 3.71% $65.75K
TAKE-TWO INTERACTV SOFTWR INC 5,479 5,185 -294 3.69% $172.15K
COSTCO WHOLESALE CORP 2,785 2,635 -150 3.40% $4.14K
ABBVIE INC 9,711 9,190 -521 3.37% $134.12K
APTIV PLC 7,963 7,537 -426 3.36% $251.95K
PROLOGIS INC REIT 10,300 9,700 -600 3.31% -$69.68K
BIO RAD LABS CL A 1,891 1,642 -249 3.27% -$17.55K
NXP SEMICONDUCTORS NV 6,637 5,708 -929 3.10% $79.27K
MARSH & MCLENNAN 7,944 7,516 -428 3.01% -$31.80K
AGCO CORP 9,648 8,365 -1,283 2.95% $145.79K
LAM RESEARCH CORP 2,100 1,808 -292 2.92% $157.19K
AMERIPRISE FINANCIAL INC 4,545 4,302 -243 2.86% $135.58K
LIVERAMP HOLDINGS INC 12,827 10,899 -1,928 2.73% $133.64K
SOUTHWEST AIRLINES CO 17,482 16,544 -938 2.64% $115.54K
WESTERN DIGITAL CORP 14,670 13,885 -785 2.63% $232.90K
PROCTER & GAMBLE 4,931 4,665 -266 2.22% -$36.27K
SYNCHRONY FINANCIAL 18,474 17,488 -986 2.08% $123.54K
PRUDENTL FINL 7,745 7,329 -416 1.96% $80.21K
INCYTE CORP 6,445 6,098 -347 1.81% -$47.97K
AMERICAN WATER WRKS COMPANY 2,314 2,189 -125 1.15% $694
VAIL RESORTS INC 1,252 1,185 -67 1.13% $62.68K
TRANE TECHNOLOGIES PLC 2,299 2,177 -122 1.08% $37.26K
SOLAREDGE TECHNOLOGIES INC 963 771 -192 0.84% $16.51K
AMERICAN WELL CORP 6,988 5,963 -1,025 0.52% -$56.08K
TRIMBLE INC 16,849 2,145 -14,704 0.49% -$677.32K

No positions in this category.

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