UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in SMR — NUSCALE POWER Corp
CIK 861177
NEW YORK, NY
Position in SMR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,254,542
+$484,319 QoQ
Shares Held
1,520,892
+11.6% QoQ
Ownership
0.354%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 514 holders
Holding Since
Sep 2022
11 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in SMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $9,069,756,284 across 51 Specialty Industrial Machinery names. SMR ranks #28 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,810,471 | $2,127,049,952 | |
| 2 | CMI |
Cummins Inc
|
1,501,336 | $1,070,767,843 | |
| 3 | PH |
Parker-Hannifin Corp
|
1,032,942 | $1,010,341,222 | |
| 4 | EMR |
Emerson Electric Co
|
4,177,941 | $598,072,249 | |
| 5 | ROK |
Rockwell Automation, Inc
|
1,074,596 | $532,010,981 | |
| 6 | XYL |
Xylem Inc.
|
4,274,761 | $505,319,491 | |
| 7 | IR |
Ingersoll Rand Inc.
|
5,669,838 | $464,870,013 | |
| 8 | ITW |
Illinois Tool Works Inc
|
1,531,132 | $414,125,265 |
All Filings in SMR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,254,542 | 1,520,892 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $14,770,223 | 1,362,567 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $18,893,056 | 1,333,314 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $58,567,644 | 1,626,879 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $78,212,729 | 1,977,066 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $26,126,839 | 1,845,116 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $2,504,909 | 139,705 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,073,577 | 351,777 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,615,812 | 223,765 | Shares | Defined | 2024-08-14 | |
| 2023-12-31 | $145,418 | 44,200 | Shares | Defined | 2024-02-14 | |
| 2022-09-30 | $11,890 | 1,018 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||