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Disclosery

UBS Group AG: OTIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UBS Group AG on OTIS, newest first. How the timeline and the estimate are built.

UBS Group AG held 4,979,547 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,979,547 shares
    Change vs previous 13F +428,356 shares

    0.03% of the 13F portfolio, value $356,535,564.

    13F-HR 0000861177-26-000004 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 3,071,357 shares
    • UBS Group AG: 1,908,190 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,551,191 shares
    Change vs previous 13F -353,709 shares

    0.03% of the 13F portfolio, value $350,805,802.

    13F-HR 0000861177-26-000003 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 3,310,369 shares
    • UBS Group AG: 1,240,822 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,904,900 shares
    Change vs previous 13F -340,345 shares

    0.04% of the 13F portfolio, value $428,443,014.

    13F-HR 0000861177-26-000001 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 2,991,869 shares
    • UBS Group AG: 1,913,031 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,245,245 shares
    Change vs previous 13F -89,004 shares

    0.05% of the 13F portfolio, value $479,572,751.

    13F-HR 0001193125-25-282311 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 3,258,341 shares
    • UBS Group AG: 1,986,904 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,334,249 shares
    Change vs previous 13F -703,450 shares

    0.05% of the 13F portfolio, value $528,197,337.

    13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 3,631,934 shares
    • UBS Group AG: 1,702,315 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,037,699 shares
    Change vs previous 13F -367,758 shares

    0.07% of the 13F portfolio, value $623,090,536.

    13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 3,543,128 shares
    • UBS Group AG: 2,494,571 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,405,457 shares
    Change vs previous 13F +1,930,934 shares

    0.07% of the 13F portfolio, value $593,209,373.

    13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 3,602,727 shares
    • UBS Group AG: 2,802,730 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,474,523 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $465,081,919.

    13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 3,285,837 shares
    • UBS Group AG: 1,188,686 shares

    Acceptance time not in the bulk data set (spec §4.2).