Position in JBTM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$91,792,830
+$52,746,065 QoQ
Shares Held
633,054
+107.3% QoQ
Ownership
1.22%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#21
of 391 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in JBTM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026UBS Group AG holds $11,683,012,096 across 72 Specialty Industrial Machinery names. JBTM ranks #22 (0.8% 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 JBTM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,792,830 | 633,054 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $39,046,765 | 305,363 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $52,532,299 | 348,658 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $87,565,095 | 623,461 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $24,853,170 | 206,662 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $25,769,412 | 210,879 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $36,096,525 | 284,001 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,674,741 | 67,757 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,225,810 | 23,437 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,675,344 | 35,040 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,338,536 | 33,570 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,353,677 | 12,875 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $4,042,200 | 33,324 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,691,374 | 24,626 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,739,653 | 19,048 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $1,317,864 | 15,324 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,642,607 | 14,876 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,956,887 | 16,518 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,858,194 | 25,125 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,072,690 | 14,747 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,379,756 | 16,686 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,290,480 | 32,177 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,007,071 | 17,626 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $943,985 | 10,273 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $912,070 | 10,603 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $755,102 | 10,167 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||