Position in ROK
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$782,368,083
+$149,483,093 QoQ
Shares Held
2,180,027
+34.0% QoQ
Ownership
1.96%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 53.282459345687.ToString("F0")%
Shared 0.ToString("F0")%
None 46.717540654313.ToString("F0")%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Derivatives in ROK
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$15,562,800
PutShares
40,000
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 Mar 31, 2026UBS Group AG holds $9,926,998,266 across 75 Specialty Industrial Machinery names. ROK ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
4,855,173 | $1,736,549,720 | |
| 2 | GEV |
GE Vernova Inc.
|
1,584,490 | $1,383,101,317 | |
| 3 | PH |
Parker-Hannifin Corp
|
1,061,984 | $950,730,555 | |
| 4 | EMR |
Emerson Electric Co
|
6,430,904 | $842,577,039 | |
| 5 | ROK |
Rockwell Automation, Inc
This page
|
2,180,027 | $782,368,083 | |
| 6 | GTLS |
Chart Industries Inc
|
2,320,833 | $479,832,222 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,599,685 | $416,382,005 | |
| 8 | FLS |
Flowserve Corp
|
4,795,339 | $352,505,368 |
All Filings in ROK
Export CSV
38 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $782,368,083 | 2,180,027 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $15,562,800 | 40,000 | Put | Defined | 2026-01-29 | |
| 2025-12-31 | $632,884,990 | 1,626,661 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $17,476,500 | 50,000 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $689,288,886 | 1,972,045 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $16,674,934 | 50,200 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $868,385,384 | 2,614,280 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $618,999,926 | 2,395,696 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $13,952,520 | 54,000 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $652,143,337 | 2,281,897 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $524,385,866 | 1,953,311 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $561,413,733 | 2,039,428 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,040,009 | 17,300 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $614,269,010 | 2,108,499 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $463,541,357 | 1,492,983 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $434,181,354 | 1,518,807 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $499,104,227 | 1,514,962 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $463,923,319 | 1,580,928 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $428,873,620 | 1,665,076 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $370,039,316 | 1,720,233 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $391,727,255 | 1,965,417 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $19,931 | 100 | Put | Defined | 2022-08-10 | |
| 2022-03-31 | $28,003 | 100 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $648,425,141 | 2,315,556 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $855,823,234 | 2,453,270 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $69,770 | 200 | Put | Defined | 2022-02-14 | |
| 2021-09-30 | $731,302,470 | 2,487,085 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $58,808 | 200 | Put | Defined | 2021-11-15 | |
| 2021-06-30 | $57,204 | 200 | Put | Defined | 2021-08-13 | |
| 2021-06-30 | $741,817,180 | 2,593,585 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $707,293,281 | 2,664,607 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $735,768,188 | 2,933,568 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $44,136 | 200 | Put | Defined | 2020-11-12 | |
| 2020-09-30 | $678,871,041 | 3,076,269 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $675,741,009 | 3,172,493 | Shares | Defined | 2020-07-31 | |
| 2020-06-30 | $106,500 | 500 | Put | Defined | 2020-07-31 | |
| 2020-03-31 | $565,100,149 | 3,744,617 | Shares | Defined | 2020-05-01 | |
| 2020-03-31 | $105,637 | 700 | Put | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||