UBS Group AG

Position in OTIS — Otis Worldwide Corp

CIK 1610520 ZURICH, V8

Back to OTIS Full portfolio

Position in OTIS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$136,626,402

+$40,983,848 QoQ

Shares Held

1,908,190

+53.8% QoQ

Ownership

0.501%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#42

of 1,216 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Common Shares in OTIS Over Time

Shares Held

Position Value (USD)

Derivatives in OTIS

reported options exposure · as of Jun 30, 2026

CallValue

$184,584

CallShares

2,578

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

UBS Group AG holds $11,720,774,220 across 74 Specialty Industrial Machinery names. OTIS ranks #17 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	5,243,158	$2,234,214,483
2	GEV	GE Vernova Inc.	1,889,093	$2,219,419,798
3	ROK	Rockwell Automation, Inc	2,183,669	$1,081,090,844
4	PH	Parker-Hannifin Corp	994,945	$973,175,600
5	EMR	Emerson Electric Co	6,784,729	$971,233,951
6	CMI	Cummins Inc	801,711	$571,788,301
7	ITW	Illinois Tool Works Inc	1,784,515	$482,657,768
8	FLS	Flowserve Corp	5,649,681	$418,980,341

All Filings in OTIS

Export CSV

34 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$184,584	2,578	+2478.0%	Call	Defined	2026-08-13
2026-06-30	$136,626,402	1,908,190	+53.8%	Shares	Defined	2026-08-13
2026-03-31	$95,642,554	1,240,822	-35.1%	Shares	Defined	2026-05-05
2025-12-31	$167,103,253	1,913,031	-3.7%	Shares	Defined	2026-01-29
2025-09-30	$181,662,627	1,986,904	+16.7%	Shares	Defined	2025-11-13
2025-09-30	$9,143	100	-50.0%	Call	Defined	2025-11-13
2025-06-30	$168,563,226	1,702,315	-31.8%	Shares	Defined	2025-08-14
2025-06-30	$19,804	200	-99.8%	Call	Defined	2025-08-14
2025-03-31	$257,439,723	2,494,571	-11.0%	Shares	Defined	2025-05-13
2024-12-31	$259,560,820	2,802,730	+135.8%	Shares	Defined	2025-02-14
2024-09-30	$123,552,019	1,188,686	-3.4%	Shares	Defined	2024-11-14
2024-06-30	$118,463,616	1,230,663	+37.5%	Shares	Defined	2024-08-14
2024-03-31	$88,830,665	894,839	+32.0%	Shares	Defined	2024-05-13
2023-12-31	$60,662,537	678,021	-2.9%	Shares	Defined	2024-02-09
2023-12-31	$11,523,736	128,800	+61.0%	Call	Defined	2024-02-09
2023-09-30	$56,060,795	698,055	+4.5%	Shares	Defined	2023-11-09
2023-09-30	$6,424,800	80,000	-2.4%	Call	Defined	2023-11-09
2023-06-30	$59,436,781	667,754	+47.5%	Shares	Defined	2023-08-11
2023-03-31	$38,221,636	452,863	-2.0%	Shares	Defined	2023-05-12
2022-12-31	$36,176,085	461,960	+72.9%	Shares	Defined	2023-02-08
2022-09-30	$17,050,932	267,256	-57.8%	Shares	Defined	2022-11-10
2022-06-30	$44,763,578	633,417	+15.2%	Shares	Defined	2022-08-10
2022-03-31	$42,310,801	549,848	-16.6%	Shares	Defined	2022-05-16
2021-12-31	$57,391,403	659,141	-1.1%	Shares	Defined	2022-02-14
2021-12-31	$7,139,740	82,000	-25.7%	Call	Defined	2022-02-14
2021-09-30	$54,858,212	666,726	+43.8%	Shares	Defined	2021-11-15
2021-09-30	$9,083,712	110,400	-33.5%	Call	Defined	2021-11-15
2021-06-30	$13,573,820	166,000	—	Call	Defined	2021-08-13
2021-06-30	$37,922,063	463,765	-26.8%	Shares	Defined	2021-08-13
2021-06-30	$13,573,820	166,000	—	Put	Defined	2021-08-13
2021-03-31	$43,345,687	633,246	-12.0%	Shares	Defined	2021-05-12
2020-12-31	$48,618,503	719,741	-10.2%	Shares	Defined	2021-02-11
2020-09-30	$50,004,847	801,103	-6.4%	Shares	Defined	2020-11-12
2020-06-30	$48,688,364	856,285	—	Shares	Defined	2020-07-31
No filing history on record for this holder in this stock.