UBS Group AG reports 228.81% increase in ownership of AT4 / Applied Industrial Technologies, Inc.

Applied Industrial Technologies, Inc.

DE ˙ DB ˙ US03820C1053

266,20 € ↑3,80 (1,45%)

2026-06-04
DELAT PRIS

Security	DE:AT4 / Applied Industrial Technologies, Inc.
Institution	UBS Group AG
Latest Disclosed Ownership	512,520 shares
Latest Disclosed Value	$ 135,981,806

On May 5, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 512,520 shares of Applied Industrial Technologies, Inc. (DE:AT4) valued at $114,804,480 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 155,873 shares of Applied Industrial Technologies, Inc.. This represents a change in shares of 228.81% during the quarter. The current value of the position is $136,432,824 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel Premium Registration Required .

Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-05	2026-03-31	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	512,520	356,647	228.81	135,982	239.76	0.0038
2026-01-29	2025-12-31	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	155,873	-143,702	-47.97	40,024	-48.82	0.0065
2025-11-13	2025-09-30	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	299,575	125,227	71.83	78,204	92.97	0.0123
2025-08-14	2025-06-30	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	174,348	-36,688	-17.38	40,527	-14.78	0.0070
2025-05-13	2025-03-31	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	211,036	27,603	15.05	47,555	8.26	0.0087
2025-02-14	2024-12-31	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	183,433	151,899	481.70	43,927	524.30	0.0081
2024-11-14	2024-09-30	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	31,534	9,898	45.75	7,036	67.64	0.0015
2024-08-14	2024-06-30	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	21,636	-28,399	-56.76	4,197	-57.54	0.0010
2024-05-13	2024-03-31	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	50,035	13,300	36.21	9,884	55.83	0.0025
2024-02-09	2023-12-31	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	36,735	22,242	153.47	6,344	183.17	0.0019
2023-11-09	2023-09-30	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	14,493	-19,320	-57.14	2,241	-54.26	0.0008
2023-08-11	2023-06-30	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	33,813	20,681	157.49	4,897	162.43	0.0017
2023-05-12	2023-03-31	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	13,132	-493	-3.62	1,866	8.68	0.0007
2023-02-08	2022-12-31	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	13,625	10,224	300.62	1,717	390.57	0.0006
2022-11-10	2022-09-30	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	3,401	1,108	48.32	350	58.37	0.0002
2022-08-10	2022-06-30	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	2,293	472	25.92	221	18.18	0.0001
2022-05-16	2022-03-31	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	1,821	282	18.32	187	18.35	0.0001
2022-02-14	2021-12-31	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	1,539	880	133.54	158	167.80	0.0000
2021-11-15	2021-09-30	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	659	2	0.30	59	-1.67	0.0000
2021-08-13	2021-06-30	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	657	-31,627	-97.96	60	-97.96	0.0000
2021-05-12	2021-03-31	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	32,284	-2,794	-7.97	2,944	7.64	0.0010
2021-02-11	2020-12-31	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	35,078	9,972	39.72	2,735	97.62	0.0009
2020-11-12	2020-09-30	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	25,106	-7,996	-24.16	1,384	-32.98	0.0005
2020-07-31	2020-06-30	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	33,102	-10,093	-23.37	2,065	4.56	0.0009
2020-05-01	2020-03-31	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	43,195	-22,080	-33.83	1,975	-54.63	0.0009
2020-02-14	2019-12-31	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	65,275	19,439	42.41	4,353	67.23	0.0015
2019-11-14	2019-09-30	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	45,836	15,648	51.84	2,603	40.17	0.0010
2019-08-14	2019-06-30	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	30,188	13,032	75.96	1,857	81.88	0.0007
2019-05-14	2019-03-31	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	17,156	-21,112	-55.17	1,021	-50.53	0.0004
2019-02-14	2018-12-31	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	38,268	7,955	26.24	2,064	-12.98	0.0009
2018-11-14	2018-09-30	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	30,313	-34,876	-53.50	2,372	-48.13	0.0009
2018-08-14	2018-06-30	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	65,189	11,595	21.63	4,573	17.05	0.0020
2018-05-15	2018-03-31	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	53,594	-7,343	-12.05	3,907	-5.86	0.0017
2018-02-14	2017-12-31	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	60,937	22,864	60.05	4,150	65.67	0.0017
2017-11-14	2017-09-30	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	38,073	6,630	21.09	2,505	34.89	0.0012
2017-11-14	2017-06-30	13F/A-1	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	31,443	16,916	116.45	1,857	106.56	0.0010
2017-08-14	2017-06-30	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	31,443	16,916		1,857
2017-11-14	2017-03-31	13F/A-1	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	14,527	-22,417	-60.68	899	-59.02	0.0005
2017-05-12	2017-03-31	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	14,527	-22,417		899
2017-02-14	2016-12-31	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	36,944	8,724	30.91	2,194	66.34	0.0012
2016-11-14	2016-09-30	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	28,220	-1,507	-5.07	1,319	-1.71	0.0008
2016-08-12	2016-06-30	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	29,727	22,902	335.56	1,342	353.38	0.0008
2016-05-12	2016-03-31	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	6,825	1,989	41.13	296	51.79	0.0002
2016-02-16	2015-12-31	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	4,836	1,333	38.05	195	45.52	0.0001
2015-11-13	2015-09-30	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	3,503	930	36.14	134	31.37	0.0001
2015-08-14	2015-06-30	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	2,573	361	16.32	102	2.00	0.0001
2015-05-14	2015-03-31	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	2,212	-500	-18.44	100	-18.70	0.0001
2015-02-17	2014-12-31	13F	APPLIED INDL TECHNOLOGIES IN	COM	03820C105	2,712	2,712		123		0.0001

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.