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
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 $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.