Position in SMR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$34,749,696
+$6,503,454 QoQ
Shares Held
3,464,576
+33.0% QoQ
Ownership
0.806%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#12
of 518 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in SMR Over Time
Shares Held
Position Value (USD)
Derivatives in SMR
reported options exposure · as of Jun 30, 2026CallValue
$2,753,816
CallShares
274,558
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. SMR ranks #31 (0.3% 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 SMR
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,753,816 | 274,558 | Call | Defined | 2026-08-13 | |
| 2026-06-30 | $34,749,696 | 3,464,576 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $28,246,242 | 2,605,742 | Shares | Defined | 2026-05-05 | |
| 2026-03-31 | $1,736,112 | 160,158 | Call | Defined | 2026-05-05 | |
| 2025-12-31 | $41,005,655 | 2,893,836 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $1,844,338 | 130,158 | Call | Defined | 2026-01-29 | |
| 2025-09-30 | $71,565,516 | 1,987,931 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $1,298,160 | 36,060 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $10,501,597 | 265,460 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $172,982,229 | 4,372,655 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $44,860,081 | 3,168,085 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $37,344,064 | 2,082,770 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,027,564 | 175,092 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,373,501 | 203,037 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $321,430 | 60,533 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $19,871 | 6,040 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $426,716 | 87,085 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $449,404 | 66,089 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $292,415 | 32,169 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $177,662 | 17,316 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $127,323 | 10,901 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $50,369 | 5,042 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 SV | — | 2 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 SV | — | 569 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 SV | — | 1,239 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 SV | — | 50 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 SV | — | 220 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||