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Equibles

UBS Group AG

Position in HLIO — Helios Technologies, Inc.

CIK 1610520 ZURICH, V8
Back to HLIO Full portfolio

Position in HLIO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$12,303,915
+$9,336,511 QoQ
Shares Held
137,859
+200.6% QoQ
Ownership
0.418%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#48
of 283 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 95% Shared 0% None 5%

Common Shares in HLIO Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

UBS Group AG holds $11,683,012,096 across 72 Specialty Industrial Machinery names. HLIO ranks #40 (0.1% 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 HLIO

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $12,303,915 137,859
2026-03-31 $2,967,404 45,857
2025-12-31 $4,075,455 76,191
2025-09-30 $4,818,479 92,432
2025-06-30 $1,636,463 49,040
2025-03-31 $3,600,882 112,212
2024-12-31 $6,997,542 156,755
2024-09-30 $1,119,995 23,480
2024-06-30 $971,043 20,336
2024-03-31 $2,062,934 46,161
2023-12-31 $2,312,577 50,994
2023-09-30 $1,580,956 28,496
2023-06-30 $1,327,482 20,086
2023-03-31 $467,935 7,155
2022-12-31 $511,027 9,387
2022-09-30 $40,530 801
2022-06-30 $1,119,625 16,900
2022-03-31 $1,861,317 23,194
2021-12-31 $1,350,697 12,843
2021-09-30 $72,174 879
2021-06-30 $103,649 1,328
2021-03-31 $657,578 9,024
2020-12-31 $446,996 8,388
2020-09-30 $111,784 3,071
2020-06-30 $317,071 8,512
2020-03-31 $125,135 3,300