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
Q2 		$185K Buy
+2,578
New +$193K ﹤0.01% 6839
2025
Q4 		– Sell
-100
Closed -$9.14K – 10994
2025
Q3 		$9.14K Sell
100
-100
-50% -$9.08K ﹤0.01% 8618
2025
Q2 		$19.8K Buy
+200
New +$19.3K ﹤0.01% 8451
2024
Q1 		– Sell
-128,800
Closed -$11.5M – 9827
2023
Q4 		$11.5M Buy
128,800
+48,800
+61% +$4.06M ﹤0.01% 1981
2023
Q3 		$6.42M Buy
+80,000
New +$6.84M ﹤0.01% 2341
2022
Q1 		– Sell
-82,000
Closed -$7.14M – 10715
2021
Q4 		$7.14M Sell
82,000
-28,400
-26% -$2.38M ﹤0.01% 2463
2021
Q3 		$9.08M Sell
110,400
-55,600
-33% -$4.89M ﹤0.01% 2104
2021
Q2 		$13.6M Buy
+166,000
New +$12.8M ﹤0.01% 1789

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

UBS Group's OTIS Position: Q2 2026 in Review

UBS Group increased its Otis Worldwide (OTIS) stake by 54% in Q2 2026, buying an estimated $49.8M and bringing the position to 1,908,190 shares worth $137M. The position accounts for 0.02% of the portfolio, ranked #913.

UBS Group first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $260M in Q4 2024. 1,227 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • UBS Group held 1,908,190 shares of Otis Worldwide worth $137M as of Q2 2026.
  • UBS Group bought 667,368 Otis Worldwide shares in Q2 2026, an estimated $49.8M.
  • Otis Worldwide made up 0.02% of UBS Group's portfolio in Q2 2026, its #913 holding.
  • UBS Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • UBS Group's Otis Worldwide position peaked at $260M in Q4 2024.
  • 1,227 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.