UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in IEX — Idex Corp /De/
CIK 861177
NEW YORK, NY
Position in IEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$174,177,765
+$37,021,475 QoQ
Shares Held
767,472
+6.1% QoQ
Ownership
1.04%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#23
of 677 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $9,069,756,284 across 51 Specialty Industrial Machinery names. IEX ranks #14 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,810,471 | $2,127,049,952 | |
| 2 | CMI |
Cummins Inc
|
1,501,336 | $1,070,767,843 | |
| 3 | PH |
Parker-Hannifin Corp
|
1,032,942 | $1,010,341,222 | |
| 4 | EMR |
Emerson Electric Co
|
4,177,941 | $598,072,249 | |
| 5 | ROK |
Rockwell Automation, Inc
|
1,074,596 | $532,010,981 | |
| 6 | XYL |
Xylem Inc.
|
4,274,761 | $505,319,491 | |
| 7 | IR |
Ingersoll Rand Inc.
|
5,669,838 | $464,870,013 | |
| 8 | ITW |
Illinois Tool Works Inc
|
1,531,132 | $414,125,265 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,177,765 | 767,472 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $137,156,290 | 723,589 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $125,801,796 | 706,990 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $112,803,580 | 693,067 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $149,258,195 | 850,135 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $139,227,633 | 769,341 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $156,455,571 | 747,554 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $138,443,659 | 645,425 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $130,455,458 | 648,387 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $125,908,215 | 515,975 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $111,514,855 | 513,633 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $86,821,510 | 417,371 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $85,995,288 | 399,495 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $92,295,325 | 399,495 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $90,936,526 | 398,268 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $75,842,669 | 379,498 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $70,981,907 | 390,805 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $83,257,404 | 434,243 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $99,133,636 | 419,489 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $86,883,193 | 419,827 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $90,931,475 | 413,231 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $86,904,218 | 415,174 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $81,441,921 | 408,845 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $68,049,504 | 373,058 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $58,474,637 | 369,999 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $50,795,473 | 367,790 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||