UBS Group
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UBS Group’s Otis Worldwide OTIS Stock Holding History

UBS Group’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$95.6M Sell
1,240,822
-672,209
-35% -$58.8M 0.01% 1087
2025
Q4 		$167M Sell
1,913,031
-73,873
-4% -$6.61M 0.03% 670
2025
Q3 		$182M Buy
1,986,904
+284,589
+17% +$25.8M 0.03% 635
2025
Q2 		$169M Sell
1,702,315
-792,256
-32% -$76.5M 0.03% 619
2025
Q1 		$257M Sell
2,494,571
-308,159
-11% -$30.1M 0.05% 406
2024
Q4 		$260M Buy
2,802,730
+1,614,044
+136% +$162M 0.05% 395
2024
Q3 		$124M Sell
1,188,686
-41,977
-3% -$4M 0.03% 624
2024
Q2 		$118M Buy
1,230,663
+335,824
+38% +$32.4M 0.03% 561
2024
Q1 		$88.8M Buy
894,839
+216,818
+32% +$20M 0.02% 714
2023
Q4 		$60.7M Sell
678,021
-20,034
-3% -$1.67M 0.02% 868
2023
Q3 		$56.1M Buy
698,055
+30,301
+5% +$2.59M 0.02% 773
2023
Q2 		$59.4M Buy
667,754
+214,891
+47% +$18.1M 0.02% 738
2023
Q1 		$38.2M Sell
452,863
-9,097
-2% -$753K 0.01% 929
2022
Q4 		$36.2M Buy
461,960
+194,704
+73% +$14.4M 0.01% 1008
2022
Q3 		$17.1M Sell
267,256
-366,161
-58% -$26.8M 0.01% 1398
2022
Q2 		$44.8M Buy
633,417
+83,569
+15% +$6.15M 0.02% 786
2022
Q1 		$42.3M Sell
549,848
-109,293
-17% -$8.73M 0.01% 946
2021
Q4 		$57.4M Sell
659,141
-7,585
-1% -$635K 0.02% 881
2021
Q3 		$54.9M Buy
666,726
+202,961
+44% +$17.8M 0.02% 818
2021
Q2 		$37.9M Sell
463,765
-169,481
-27% -$13M 0.01% 1021
2021
Q1 		$43.3M Sell
633,246
-86,495
-12% -$5.65M 0.01% 935
2020
Q4 		$48.6M Sell
719,741
-81,362
-10% -$5.28M 0.02% 803
2020
Q3 		$50M Sell
801,103
-55,182
-6% -$3.38M 0.02% 654
2020
Q2 		$48.7M Buy
+856,285
New +$44.4M 0.02% 625

Other funds holding OTIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UBS Group's OTIS Position: Q1 2026 in Review

UBS Group reduced its Otis Worldwide (OTIS) stake by 35% in Q1 2026, selling an estimated $58.8M and leaving 1,240,822 shares worth $95.6M. The position accounts for 0.01% of the portfolio, ranked #1087.

UBS Group first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $260M in Q4 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • UBS Group held 1,240,822 shares of Otis Worldwide worth $95.6M as of Q1 2026.
  • UBS Group sold 672,209 Otis Worldwide shares in Q1 2026, an estimated $58.8M.
  • Otis Worldwide made up 0.01% of UBS Group's portfolio in Q1 2026, its #1087 holding.
  • UBS Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • UBS Group's Otis Worldwide position peaked at $260M in Q4 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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