UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in SYM — Symbotic Inc.
CIK 861177
NEW YORK, NY
Position in SYM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,922,381
-$55,328 QoQ
Shares Held
109,508
+17.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 414 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in SYM 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. SYM ranks #36 (0.1% 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 SYM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,922,381 | 109,508 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,977,709 | 93,566 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,398,494 | 90,731 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,753,170 | 88,185 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,223,225 | 134,446 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,715,808 | 84,899 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $1,749,821 | 73,801 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,424,544 | 58,407 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,605,881 | 74,115 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $558,000 | 12,400 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $636,492 | 12,400 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $254,068 | 7,600 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||