UBS Group’s Emerson Electric EMR Stock Holding History

UBS Group’s Portfolio EMR Stock Details EMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.2M	Sell	131,200 -60,700	-32%	-$8.73M	﹤0.01%	2761
2025 Q4	$25.5M	Hold	191,900	–	–	﹤0.01%	2351
2025 Q3	$25.2M	Sell	191,900 -15,300	-7%	-$2.09M	﹤0.01%	2313
2025 Q2	$27.6M	Sell	207,200 -75,700	-27%	-$8.68M	﹤0.01%	2049
2025 Q1	$31M	Sell	282,900 -247,400	-47%	-$29.8M	0.01%	1924
2024 Q4	$65.7M	Hold	530,300	–	–	0.01%	1221
2024 Q3	$58M	Sell	530,300 -50,000	-9%	-$5.38M	0.01%	1054
2024 Q2	$63.9M	Buy	580,300 +46,800	+9%	+$5.17M	0.02%	884
2024 Q1	$60.5M	Sell	533,500 -475,300	-47%	-$48.8M	0.02%	914
2023 Q4	$98.2M	Buy	1,008,800 +347,000	+52%	+$31.8M	0.03%	578
2023 Q3	$63.9M	Buy	661,800 +120,200	+22%	+$11.4M	0.02%	709
2023 Q2	$49M	Sell	541,600 -80,000	-13%	-$6.73M	0.02%	837
2023 Q1	$54.2M	Sell	621,600 -316,300	-34%	-$27.6M	0.02%	736
2022 Q4	$90.1M	Buy	937,900 +134,500	+17%	+$12.1M	0.03%	532
2022 Q3	$58.8M	Buy	803,400 +60,700	+8%	+$5.04M	0.03%	617
2022 Q2	$59.1M	Buy	742,700 +39,900	+6%	+$3.52M	0.02%	646
2022 Q1	$68.9M	Buy	702,800 +363,500	+107%	+$34.4M	0.02%	683
2021 Q4	$31.5M	Buy	339,300 +245,800	+263%	+$23.1M	0.01%	1256
2021 Q3	$8.81M	Hold	93,500	–	–	﹤0.01%	2128
2021 Q2	$9M	Buy	93,500 +93,400	+93,400%	+$8.78M	﹤0.01%	2135
2021 Q1	$9K	Sell	100 -39,900	-100%	-$3.43M	﹤0.01%	8000
2020 Q4	$3.21M	Hold	40,000	–	–	﹤0.01%	2915
2020 Q3	$2.62M	Buy	+40,000	New	+$2.63M	﹤0.01%	2792
2020 Q1	–	Sell	-1,500	Closed	-$114K	–	8058
2019 Q4	$114K	Buy	+1,500	New	+$108K	﹤0.01%	5934
2019 Q1	–	Sell	-28,000	Closed	-$1.67M	–	7813
2018 Q4	$1.67M	Hold	28,000	–	–	﹤0.01%	3211
2018 Q3	$2.14M	Hold	28,000	–	–	﹤0.01%	3166
2018 Q2	$1.94M	Buy	+28,000	New	+$1.97M	﹤0.01%	3206
2018 Q1	–	Sell	-4,000	Closed	-$279K	–	7894
2017 Q4	$279K	Sell	4,000 -200	-5%	-$13K	﹤0.01%	4687
2017 Q3	$264K	Buy	+4,200	New	+$253K	﹤0.01%	4668
2017 Q2	–	Sell	-3,200	Closed	-$192K	–	7742
2017 Q1	$192K	Sell	3,200 -500	-14%	-$29.9K	﹤0.01%	4673
2016 Q4	$206K	Buy	+3,700	New	+$199K	﹤0.01%	4766
2016 Q1	–	Sell	-400	Closed	-$19K	–	7761
2015 Q4	$19K	Hold	400	–	–	﹤0.01%	6800
2015 Q3	$18K	Hold	400	–	–	﹤0.01%	6797
2015 Q2	$22K	Hold	400	–	–	﹤0.01%	6784
2015 Q1	$23K	Sell	400 -22,498	-98%	-$1.31M	﹤0.01%	6841
2014 Q4	$1.41M	Buy	+22,898	New	+$1.43M	﹤0.01%	3259

Other funds holding EMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBS Group's EMR Position: Q1 2026 in Review

UBS Group increased its Emerson Electric (EMR) stake by 6.8% in Q1 2026, buying an estimated $58.5M and bringing the position to 6,430,904 shares worth $843M. The position accounts for 0.13% of the portfolio, ranked #155.

UBS Group first reported a position in EMR in Q4 2014 and has held it in 46 quarters since. 2,195 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

UBS Group held 6,430,904 shares of Emerson Electric worth $843M as of Q1 2026.
UBS Group bought 407,086 Emerson Electric shares in Q1 2026, an estimated $58.5M.
Emerson Electric made up 0.13% of UBS Group's portfolio in Q1 2026, its #155 holding.
UBS Group first reported a position in Emerson Electric in Q4 2014 and has held it in 46 quarters since.
2,195 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.