SEC 13F Intelligence

Managers / Q1 2026

OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)

CIK 0001132716 · Part of the UBS family · ONE NORTH WACKER DRIVE 31ST FLOOR, CHICAGO, IL, 60606 · 3125256000

Reported Value
$3.7B
Q1 2026
Positions
20
includes revealed positions
Filings on Record
149
2019–present window
Filed
May 15, 2026
amendment (NEW HOLDINGS)

Summary

Oconnor, A Distinct Business Unit Of Ubs Asset Management Americas (Llc) reported $3.7B in U.S.-listed holdings across 20 positions for Q1 2026.

Its largest position, FYBR, represents 5.9% of the portfolio.

Compared with Q4 2025, the fund opened 14 new positions and exited 222.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $4.37TQ4 ’18Q1 ’19: $4.15TQ2 ’19: $5.12TQ3 ’19: $1.87TQ4 ’19: $3.14TQ4 ’19Q1 ’20: $4.36TQ2 ’20: $4.15TQ3 ’20: $3.96TQ4 ’20: $3.25TQ4 ’20Q1 ’21: $5.30TQ2 ’21: $6.65TQ3 ’21: $5.62TQ4 ’21: $7.76TQ4 ’21Q1 ’22: $13.93TQ2 ’22: $9.14TQ3 ’22: $8.02TQ4 ’22: $3.39TQ4 ’22Q1 ’23: $496MQ2 ’23: $510MQ3 ’23: $6.9BQ4 ’23: $5.3BQ4 ’23Q1 ’24: $2.7BQ2 ’24: $2.5BQ3 ’24: $2.3BQ4 ’24: $3.4BQ4 ’24Q1 ’25: $4.9BQ2 ’25: $7.0BQ3 ’25: $2.5BQ4 ’25: $2.3BQ4 ’25Q1 ’26: $3.7Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 100.0%
  • Common Stock · 100.0% · $219M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026REVEALED

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026REVEALED$3.7B20May 15, 2026NEW HOLDINGSchanges · EDGAR ↗
Q4 2025REVEALED$2.3B232Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025REVEALED$2.5B189Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025REVEALED$7.0B380Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025REVEALED$4.9B333May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024REVEALED$3.4B417Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024REVEALED$2.3B489Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024REVEALED$2.5B528Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024REVEALED$2.7B505May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023REVEALED$5.3B526Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023REVEALED$6.9B567Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$510M5Aug 14, 2023RESTATEMENTchanges · EDGAR ↗
Q1 2023$496M3May 16, 2023RESTATEMENTchanges · EDGAR ↗
Q4 2022$3.39T745Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022REVEALED$8.02T957Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022REVEALED$9.14T966Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022REVEALED$13.93T980May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021REVEALED$7.76T929Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021REVEALED$5.62T905Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021REVEALED$6.65T871Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021REVEALED$5.30T797May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020REVEALED$3.25T570Feb 17, 202113F-HRchanges · EDGAR ↗
Q3 2020REVEALED$3.96T321Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020REVEALED$4.15T394Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020REVEALED$4.36T328May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019REVEALED$3.14T316Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019REVEALED$1.87T302Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019REVEALED$5.12T249Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019REVEALED$4.15T246May 13, 201913F-HRchanges · EDGAR ↗
Q4 2018REVEALED$4.37T230Feb 15, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.