UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Position in OTTR — Otter Tail Corp

CIK 861177 NEW YORK, NY

Back to OTTR Full portfolio

Position in OTTR

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$8,300,495

+$760,681 QoQ

Shares Held

94,571

+1.4% QoQ

Ownership

0.225%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 77.46560785018663.ToString("F0")% Shared 0.ToString("F0")% None 22.534392149813367.ToString("F0")%

Common Shares in OTTR Over Time

Shares Held

Position Value (USD)

Position in Conglomerates

Industrials · as of Mar 31, 2026

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $1,472,230,562 across 16 Conglomerates names. OTTR ranks #4 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	3,767,345	$893,060,429
2	MMM	3M Co	3,665,076	$532,278,981
3	VMI	Valmont Industries Inc	54,326	$21,707,035
4	OTTR	Otter Tail Corp This page	94,571	$8,300,495
5	GHC	Graham Holdings Co	5,751	$6,080,298
6	SEB	Seaboard Corp /De/	613	$3,465,914
7	DLX	Deluxe Corp	100,890	$2,778,508
8	TTI	Tetra Technologies Inc	176,868	$1,506,913

All Filings in OTTR

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,300,495	94,571	+1.4%	Shares	Defined	2026-05-13
2025-12-31	$7,539,814	93,303	+128.3%	Shares	Defined	2026-02-13
2025-09-30	$3,349,293	40,860	-48.1%	Shares	Sole	2025-11-14
2025-06-30	$6,072,994	78,778	+72.6%	Shares	Defined	2025-08-14
2025-03-31	$3,668,246	45,642	-0.1%	Shares	Defined	2025-05-19
2024-12-31	$3,374,191	45,696	+2.4%	Shares	Defined	2025-02-14
2024-09-30	$3,488,199	44,629	-13.7%	Shares	Defined	2024-11-14
2024-06-30	$4,530,678	51,726	+44.8%	Shares	Defined	2024-08-14
2024-03-31	$3,085,948	35,717	0.0%	Shares	Sole	2024-05-15
2023-12-31	$3,034,871	35,717	0.0%	Shares	Sole	2024-02-14
2023-09-30	$2,711,633	35,717	+3.9%	Shares	Sole	2023-11-13
2023-06-30	$2,713,223	34,362	0.0%	Shares	Sole	2023-08-11
2023-03-31	$2,483,339	34,362	+15.0%	Shares	Sole	2023-05-15
2022-12-31	$1,754,253	29,880	-4.2%	Shares	Sole	2023-02-14
2022-09-30	$1,919,483	31,201	-26.1%	Shares	Sole	2022-11-14
2022-06-30	$2,832,616	42,196	+2.0%	Shares	Defined	2022-08-12
2022-03-31	$2,584,686	41,355	+12.8%	Shares	Defined	2022-05-16
2021-12-31	$2,619,112	36,672	+22.2%	Shares	Defined	2022-02-14
2021-09-30	$1,679,826	30,013	-9.6%	Shares	Sole	2021-11-15
2021-06-30	$1,621,125	33,213	+11.4%	Shares	Sole	2021-08-16
2021-03-31	$1,377,065	29,826	0.0%	Shares	Sole	2021-05-14
2020-12-31	$1,270,884	29,826	-22.7%	Shares	Sole	2021-03-01
2020-09-30	$1,396,196	38,601	0.0%	Shares	Defined	2020-11-13
2020-06-30	$1,497,331	38,601	+2.8%	Shares	Defined	2020-08-14
2020-03-31	$1,669,782	37,557	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.