Position in IR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$207,243,169
-$91,073,393 QoQ
Shares Held
2,527,664
-32.1% QoQ
Ownership
0.651%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#29
of 885 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in IR Over Time
Shares Held
Position Value (USD)
Derivatives in IR
reported options exposure · as of Jun 30, 2026CallValue
$2,459,700
CallShares
30,000
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. IR ranks #9 (1.8% 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 IR
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,459,700 | 30,000 | Call | Defined | 2026-08-13 | |
| 2026-06-30 | $207,243,169 | 2,527,664 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $298,316,562 | 3,723,372 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $269,813,968 | 3,405,882 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $299,499,150 | 3,625,020 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $237,893,050 | 2,859,979 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $169,230,395 | 2,114,587 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $281,939,754 | 3,116,734 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $106,440,577 | 1,084,358 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $114,937,940 | 1,265,279 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $216,874,248 | 2,284,089 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $160,637,342 | 2,077,028 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $64,460,105 | 1,011,615 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $58,365,562 | 892,986 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $46,402,329 | 797,565 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $47,893,446 | 916,621 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $24,975,640 | 577,338 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $35,071,657 | 833,452 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $45,474,456 | 903,167 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $36,812,650 | 595,000 | Call | Defined | 2022-02-14 | |
| 2021-12-31 | $93,380,017 | 1,509,294 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $56,870,191 | 1,128,153 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $47,969,784 | 982,786 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $54,585,699 | 1,109,240 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $22,951,806 | 503,771 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $16,643,995 | 467,528 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $13,497,149 | 479,984 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $12,426,832 | 501,082 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||