Position in AOS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$155,140,114
+$94,370,933 QoQ
Shares Held
2,473,535
+168.4% QoQ
Ownership
1.82%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#12
of 610 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in AOS Over Time
Shares Held
Position Value (USD)
Derivatives in AOS
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$33,112,850
PutShares
505,000
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. AOS ranks #13 (1.3% 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 AOS
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,140,114 | 2,473,535 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $60,769,181 | 921,583 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $110,350,995 | 1,649,985 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $81,636,689 | 1,112,065 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $86,960,506 | 1,326,224 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $33,112,850 | 505,000 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $85,160,288 | 1,302,942 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $7,189,600 | 110,000 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $85,012,713 | 1,246,338 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $31,104,083 | 346,255 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $23,372,066 | 285,792 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $25,208,484 | 281,785 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $23,530,766 | 285,429 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $21,899,477 | 331,158 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $17,413,341 | 239,260 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $15,108,721 | 218,492 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $14,193,457 | 247,964 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $17,552,584 | 361,313 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $24,581,720 | 449,556 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $11,621,780 | 181,903 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $19,850,664 | 231,225 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $16,596,993 | 271,770 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $13,529,984 | 187,760 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $70,367,270 | 1,040,782 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $33,846,470 | 617,411 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $53,304,978 | 1,009,564 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $14,890,437 | 316,011 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $15,060,932 | 398,332 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||