Position in AME
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$189,014,171
-$95,483,347 QoQ
Shares Held
781,244
-41.1% QoQ
Ownership
0.341%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#47
of 1,197 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in AME Over Time
Shares Held
Position Value (USD)
Derivatives in AME
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$5,809,200
PutShares
30,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026UBS Group AG holds $11,720,774,220 across 74 Specialty Industrial Machinery names. AME ranks #10 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
5,243,158 | $2,234,214,483 | |
| 2 | GEV |
GE Vernova Inc.
|
1,889,093 | $2,219,419,798 | |
| 3 | ROK |
Rockwell Automation, Inc
|
2,183,669 | $1,081,090,844 | |
| 4 | PH |
Parker-Hannifin Corp
|
994,945 | $973,175,600 | |
| 5 | EMR |
Emerson Electric Co
|
6,784,729 | $971,233,951 | |
| 6 | CMI |
Cummins Inc
|
801,711 | $571,788,301 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,784,515 | $482,657,768 | |
| 8 | FLS |
Flowserve Corp
|
5,649,681 | $418,980,341 |
All Filings in AME
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,014,171 | 781,244 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $284,497,518 | 1,327,195 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $178,348,688 | 868,680 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $5,809,200 | 30,900 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $231,009,700 | 1,228,775 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $904,800 | 5,000 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $977,184 | 5,400 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $190,231,302 | 1,051,234 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $228,576,613 | 1,327,853 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $3,701,010 | 21,500 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $499,206 | 2,900 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $3,875,590 | 21,500 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $116,672,921 | 647,248 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $522,754 | 2,900 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $103,789,420 | 604,446 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $114,130,664 | 684,606 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $111,329,583 | 608,691 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $80,861,065 | 490,394 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $70,085,375 | 474,319 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $81,335,148 | 502,441 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $54,356,470 | 374,021 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $56,667,636 | 405,580 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $32,939,706 | 290,448 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $42,672,043 | 388,316 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $45,922,193 | 344,813 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $59,965,117 | 407,815 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $37,827,388 | 305,035 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $49,516,752 | 370,912 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $47,493,589 | 371,828 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $50,725,138 | 419,424 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $34,504,621 | 347,129 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $14,606,543 | 163,439 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $6,177,875 | 85,780 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||