Position in EMR
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$842,577,039
+$43,095,920 QoQ
Shares Held
6,430,904
+6.8% QoQ
Ownership
1.15%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 41.41996210797114.ToString("F0")%
Shared 0.ToString("F0")%
None 58.58003789202887.ToString("F0")%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Derivatives in EMR
reported options exposure · as of Mar 31, 2026CallValue
$4,074,722
CallShares
31,100
PutValue
$17,189,824
PutShares
131,200
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 Mar 31, 2026UBS Group AG holds $9,926,962,559 across 74 Specialty Industrial Machinery names. EMR ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
4,855,173 | $1,736,549,720 | |
| 2 | GEV |
GE Vernova Inc.
|
1,584,490 | $1,383,101,317 | |
| 3 | PH |
Parker-Hannifin Corp
|
1,061,984 | $950,730,555 | |
| 4 | EMR |
Emerson Electric Co
This page
|
6,430,904 | $842,577,039 | |
| 5 | ROK |
Rockwell Automation, Inc
|
2,180,027 | $782,368,083 | |
| 6 | GTLS |
Chart Industries Inc
|
2,320,833 | $479,832,222 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,599,685 | $416,382,005 | |
| 8 | FLS |
Flowserve Corp
|
4,795,339 | $352,505,368 |
All Filings in EMR
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $842,577,039 | 6,430,904 | Shares | Defined | 2026-05-05 | |
| 2026-03-31 | $17,189,824 | 131,200 | Put | Defined | 2026-05-05 | |
| 2026-03-31 | $4,074,722 | 31,100 | Call | Defined | 2026-05-05 | |
| 2025-12-31 | $799,481,119 | 6,023,818 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $15,514,968 | 116,900 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $25,468,968 | 191,900 | Put | Defined | 2026-01-29 | |
| 2025-09-30 | $658,026,687 | 5,016,212 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $15,334,942 | 116,900 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $25,173,442 | 191,900 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $27,625,976 | 207,200 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $17,626,226 | 132,200 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $689,167,967 | 5,168,889 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $705,518,485 | 6,434,864 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $31,017,156 | 282,900 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $25,600,940 | 233,500 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $65,720,079 | 530,300 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $56,908,656 | 459,200 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $687,694,751 | 5,549,058 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $57,998,911 | 530,300 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $498,083,333 | 4,554,113 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $49,675,854 | 454,200 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $55,542,672 | 504,200 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $63,925,848 | 580,300 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $521,172,243 | 4,731,048 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $60,509,570 | 533,500 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $432,128,380 | 3,809,984 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $50,573,978 | 445,900 | Call | Defined | 2024-05-13 | |
| 2023-12-31 | $394,619,517 | 4,054,449 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $98,186,504 | 1,008,800 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $79,615,940 | 818,000 | Call | Defined | 2024-02-09 | |
| 2023-09-30 | $63,910,026 | 661,800 | Put | Defined | 2023-11-09 | |
| 2023-09-30 | $396,517,960 | 4,106,016 | Shares | Defined | 2023-11-09 | |
| 2023-09-30 | $54,977,301 | 569,300 | Call | Defined | 2023-11-09 | |
| 2023-06-30 | $49,651,227 | 549,300 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $48,955,224 | 541,600 | Put | Defined | 2023-08-11 | |
| 2023-06-30 | $357,642,763 | 3,956,663 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $54,166,224 | 621,600 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $229,720,206 | 2,636,220 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $55,368,756 | 635,400 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $90,094,674 | 937,900 | Put | Defined | 2023-02-08 | |
| 2022-12-31 | $71,019,079 | 739,320 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $237,463,102 | 2,472,029 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $58,824,948 | 803,400 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $181,756,124 | 2,482,329 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $23,144,842 | 316,100 | Call | Defined | 2022-11-10 | |
| 2022-06-30 | $28,109,436 | 353,400 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $213,344,012 | 2,682,223 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $59,074,358 | 742,700 | Put | Defined | 2022-08-10 | |
| 2022-03-31 | $240,161,900 | 2,449,382 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $33,229,145 | 338,900 | Call | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||