UBS Group AG

Position in PNR — PENTAIR plc

CIK 1610520 ZURICH, V8

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Position in PNR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$110,357,510

+$3,526,766 QoQ

Shares Held

1,439,571

+17.4% QoQ

Ownership

0.891%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#24

of 715 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Common Shares in PNR Over Time

Shares Held

Position Value (USD)

Derivatives in PNR

reported options exposure · as of Jun 30, 2026

CallValue

$2,460,709

CallShares

32,099

PutValue

PutShares

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, 2026

UBS Group AG holds $11,720,774,220 across 74 Specialty Industrial Machinery names. PNR ranks #19 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 PNR

Export CSV

36 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,460,709	32,099	0.0%	Call	Defined	2026-08-13
2026-06-30	$110,357,510	1,439,571	+17.4%	Shares	Defined	2026-08-13
2026-03-31	$106,830,744	1,226,389	-8.8%	Shares	Defined	2026-05-05
2026-03-31	$2,796,143	32,099	0.0%	Call	Defined	2026-05-05
2025-12-31	$3,342,789	32,099	0.0%	Call	Defined	2026-01-29
2025-12-31	$139,991,443	1,344,262	+36.0%	Shares	Defined	2026-01-29
2025-09-30	$3,555,285	32,099	0.0%	Call	Defined	2025-11-13
2025-09-30	$109,488,141	988,517	+39.2%	Shares	Defined	2025-11-13
2025-06-30	$3,295,283	32,099	0.0%	Call	Defined	2025-08-14
2025-06-30	$72,887,366	709,988	-47.6%	Shares	Defined	2025-08-14
2025-03-31	$118,602,844	1,355,771	+15.4%	Shares	Defined	2025-05-13
2025-03-31	$2,808,020	32,099	0.0%	Call	Defined	2025-05-13
2024-12-31	$118,208,522	1,174,568	+105.8%	Shares	Defined	2025-02-14
2024-12-31	$3,230,443	32,099	0.0%	Call	Defined	2025-02-14
2024-09-30	$55,823,417	570,850	+0.6%	Shares	Defined	2024-11-14
2024-09-30	$3,138,961	32,099	0.0%	Call	Defined	2024-11-14
2024-06-30	$43,500,638	567,375	+19.8%	Shares	Defined	2024-08-14
2024-06-30	$2,461,030	32,099	-15.1%	Call	Defined	2024-08-14
2024-03-31	$40,447,721	473,405	-1.2%	Shares	Defined	2024-05-13
2023-12-31	$34,847,065	479,261	+5.2%	Shares	Defined	2024-02-09
2023-09-30	$29,510,912	455,767	+14.1%	Shares	Defined	2023-11-09
2023-06-30	$25,808,021	399,505	+38.2%	Shares	Defined	2023-08-11
2023-03-31	$15,982,590	289,173	-47.4%	Shares	Defined	2023-05-12
2022-12-31	$24,735,535	549,923	+37.7%	Shares	Defined	2023-02-08
2022-09-30	$16,229,692	399,451	+32.7%	Shares	Defined	2022-11-10
2022-06-30	$13,780,293	301,077	+8.8%	Shares	Defined	2022-08-10
2022-03-31	$15,003,320	276,763	+46.9%	Shares	Defined	2022-05-16
2022-03-31	$2,049,138	37,800	—	Call	Defined	2022-05-16
2021-12-31	$13,755,490	188,354	-59.5%	Shares	Defined	2022-02-14
2021-09-30	$33,806,648	465,464	+2.2%	Shares	Defined	2021-11-15
2021-06-30	$30,730,828	455,339	+40.2%	Shares	Defined	2021-08-13
2021-03-31	$20,233,620	324,673	-23.6%	Shares	Defined	2021-05-12
2020-12-31	$22,575,512	425,231	+15.0%	Shares	Defined	2021-02-11
2020-09-30	$16,921,351	369,704	+16.9%	Shares	Defined	2020-11-12
2020-06-30	$12,014,032	316,242	+7.2%	Shares	Defined	2020-07-31
2020-03-31	$8,779,437	295,008	—	Shares	Defined	2020-05-01
No filing history on record for this holder in this stock.