Position in IEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$187,255,990
+$65,621,757 QoQ
Shares Held
825,098
+28.6% QoQ
Ownership
1.12%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#21
of 681 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Derivatives in IEX
reported options exposure · as of Jun 30, 2026CallValue
$2,800,563
CallShares
12,340
PutValue
$0
PutShares
0
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. IEX ranks #11 (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 IEX
Export CSV
35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,800,563 | 12,340 | Call | Defined | 2026-08-13 | |
| 2026-06-30 | $187,255,990 | 825,098 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,339,047 | 12,340 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $121,634,233 | 641,700 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $2,195,779 | 12,340 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $159,144,374 | 894,371 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $99,006,255 | 608,296 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $2,008,458 | 12,340 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $122,533,812 | 697,920 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $2,166,533 | 12,340 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $67,290,796 | 371,834 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $2,233,169 | 12,340 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $88,075,926 | 420,832 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $2,582,638 | 12,340 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $58,752,191 | 273,903 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $2,646,930 | 12,340 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $2,482,808 | 12,340 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $41,227,890 | 204,910 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $55,329,093 | 226,740 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $12,430,631 | 57,255 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,295,404 | 20,649 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $24,563,317 | 114,110 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $13,287,226 | 57,513 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $6,801,492 | 29,788 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $7,339,489 | 36,725 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,999,436 | 16,514 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $3,147,055 | 16,414 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $21,179,943 | 89,624 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $26,334,178 | 127,249 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $30,364,699 | 137,990 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $45,678,647 | 218,224 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $42,463,463 | 213,170 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $36,331,875 | 199,177 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $6,719,860 | 42,520 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $5,273,176 | 38,181 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||