Position in SXI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,018,747
+$4,533,471 QoQ
Shares Held
75,541
-14.4% QoQ
Ownership
0.623%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#38
of 328 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SXI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026UBS Group AG holds $11,720,774,220 across 74 Specialty Industrial Machinery names. SXI ranks #33 (0.2% 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 SXI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,018,747 | 75,541 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $22,485,276 | 88,226 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $19,868,733 | 91,443 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $11,614,026 | 54,809 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $7,115,614 | 45,473 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $10,817,002 | 67,024 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $7,196,496 | 38,486 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $937,112 | 5,127 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $718,728 | 4,460 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,103,365 | 11,543 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,785,100 | 11,271 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $616,850 | 4,234 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,448,227 | 10,237 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $940,338 | 7,680 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $359,151 | 3,507 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $63,604 | 779 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $9,919 | 117 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $312,349 | 3,126 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $618,035 | 5,585 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $110,381 | 1,116 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $251,416 | 2,649 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $688,389 | 7,203 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $712,795 | 9,195 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $297,598 | 5,027 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $431,394 | 7,496 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $427,160 | 8,714 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||