SCHEDULE: Invesco Ltd. Reports 7.0% Stake in Ultra Clean Holdings

Invesco Ltd. has disclosed beneficial ownership of 7.0% of Ultra Clean Holdings Inc.'s common stock as of June 30, 2026.

Summary

• Invesco Ltd. has filed a Schedule 13G, indicating it beneficially owns 3,145,489 shares of Ultra Clean Holdings Inc. common stock.
• This ownership represents 7.0% of the class of securities.
• The filing is made by Invesco Ltd. as a parent holding company for its investment advisers.
• The shares are held by clients of Invesco Ltd., with Invesco Ltd. having sole voting power over 3,088,399 shares and sole dispositive power over 3,145,489 shares.

Sentiment

Score: 3

Explanation: StockSavvy.ai views this as a neutral filing, primarily reporting a change in beneficial ownership percentage without significant new operational or financial information.

Positives

• Invesco Ltd. maintains a significant stake, suggesting confidence in Ultra Clean Holdings' long-term prospects.
• The filing clearly outlines Invesco's beneficial ownership and voting/dispositive powers.

Negatives

• No new financial performance data or strategic updates are provided in this filing.
• The filing does not offer insights into the specific investment strategies or rationale behind the ownership level.

Risks

• Changes in beneficial ownership can sometimes precede activist investor actions or shifts in company strategy.
• Market volatility could impact the value of Invesco's investment in Ultra Clean Holdings.

Future Outlook

This filing does not contain forward-looking statements or guidance regarding future performance.

Management Comments

• Invesco Ltd., in its capacity as a parent holding company to its investment advisers, may be deemed to beneficially own 3,145,489 shares of the Issuer which are held of record by clients of Invesco Ltd.
• No one person has greater than 5% economic ownership in the securities listed above.
• As holders of record, the relevant clients of Invesco Ltd. have the right to receive or the power to direct the receipt of dividends from, and proceeds from the sale of, the securities listed above.
• By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under 240.14a-11.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are common for institutional investors like Invesco Ltd. when their beneficial ownership crosses a certain threshold. This filing indicates Invesco's continued or established investment in the semiconductor manufacturing equipment sector, where Ultra Clean Holdings operates.

Stakeholder Impact

• Shareholders: The filing confirms a significant institutional investor's stake, which can influence market perception and stock liquidity.
• Management: The presence of a large institutional holder may lead to increased scrutiny or engagement on corporate strategy and governance.
• Creditors: Stable institutional ownership can be viewed positively, potentially indicating confidence in the company's financial stability.

Next Steps

• Invesco Ltd. will continue to hold its shares in Ultra Clean Holdings Inc. in the ordinary course of business.
• Further filings will be made if Invesco's beneficial ownership percentage changes significantly.

Key Dates

Keywords

beneficial ownership, Schedule 13G, Invesco Ltd., Ultra Clean Holdings, common stock, investment management, institutional investor