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

CIK

861177

City

NEW YORK

State / Country

Stock

OTTR — Otter Tail Corp

Top Portfolio Positions

3,050 positions · $458,908,969,736 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	198,975,239	$34,701,281,677	7.56%
AAPL	Apple Inc. Technology	105,510,753	$26,777,573,998	5.84%
MSFT	Microsoft Corp Technology	63,832,188	$23,628,761,025	5.15%
AMZN	Amazon Com Inc Consumer Cyclical	73,870,444	$15,384,997,367	3.35%
GOOGL	Alphabet Inc. Communication Services	45,196,290	$12,996,645,147	2.83%
AVGO	Broadcom Inc. Technology	39,039,932	$12,083,249,345	2.63%
TSLA	Tesla, Inc. Consumer Cyclical	19,749,768	$7,341,976,247	1.60%
META	Meta Platforms, Inc. Communication Services	12,673,154	$7,250,691,590	1.58%
LLY	ELI LILLY & Co Healthcare	7,072,021	$6,504,632,749	1.42%
JPM	Jpmorgan Chase & Co Financial Services	18,698,779	$5,500,432,825	1.20%

52 quarters · across all stocks

Compact Export CSV

25 quarters 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	-22.7%	Shares	Sole	2021-05-14
2020-12-31	$1,644,786	38,601	0.0%	Shares	Defined	2021-02-17
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 13F history on record for this holder in this stock.