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

All 13F Filings

Location
Chicago, IL
Most recent 13F
Q4 2025
Holdings value ($000)
857,836
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 3/4/2026 1 72,323 13F-HR/A - NEW HOLDINGS OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)
Q4 2025 2/13/2026 221 857,836 13F-HR OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)
Q3 2025 2/13/2026 5 616,059 13F-HR/A - NEW HOLDINGS OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)
Q3 2025 1/15/2026 263 1,658,033 13F-HR/A - RESTATEMENT OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)
Q3 2025 11/14/2025 176 927,538 13F-HR OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)
Q2 2025 2/13/2026 4 633,717 13F-HR/A - NEW HOLDINGS OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)
Q2 2025 11/14/2025 7 790,666 13F-HR/A - NEW HOLDINGS OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)
Q2 2025 8/14/2025 354 1,952,324 13F-HR OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)
Q1 2025 2/13/2026 1 11,983 13F-HR/A - NEW HOLDINGS OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)
Q1 2025 11/14/2025 4 698,504 13F-HR/A - NEW HOLDINGS OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)
Q1 2025 8/14/2025 12 2,103,095 13F-HR/A - NEW HOLDINGS OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)
Q4 2024 2/13/2026 1 143,526 13F-HR/A - NEW HOLDINGS OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)
Q4 2024 11/14/2025 1 93,951 13F-HR/A - NEW HOLDINGS OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)
Q4 2024 8/14/2025 8 1,320,513 13F-HR/A - NEW HOLDINGS OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)
Q3 2024 11/14/2025 1 21,318 13F-HR/A - NEW HOLDINGS OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)
Q3 2024 8/14/2025 4 1,006,262 13F-HR/A - NEW HOLDINGS OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)
Q2 2024 8/14/2025 2 567,930 13F-HR/A - NEW HOLDINGS OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)
Q1 2014 5/14/2014 427 5,094,622 13F-HR UBS OCONNOR LLC
Q4 2013 5/14/2014 1 4,350 13F-HR/A - NEW HOLDINGS UBS OCONNOR LLC
Q4 2013 2/13/2014 394 5,407,737 13F-HR UBS OCONNOR LLC
Q3 2013 5/14/2014 4 111,123 13F-HR/A - NEW HOLDINGS UBS OCONNOR LLC
Q3 2013 2/13/2014 1 44,403 13F-HR/A - NEW HOLDINGS UBS OCONNOR LLC
Q2 2013 5/14/2014 4 161,919 13F-HR/A - NEW HOLDINGS UBS OCONNOR LLC
Q2 2013 2/13/2014 3 95,744 13F-HR/A - NEW HOLDINGS UBS OCONNOR LLC
Q1 2013 2/13/2014 2 46,788 13F-HR/A - NEW HOLDINGS UBS OCONNOR LLC
Q4 2012 2/13/2014 2 59,375 13F-HR/A - NEW HOLDINGS UBS OCONNOR LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 10.24 K (1.2% of total reported value) · QoQ Δ: -4.282 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 669.5 K 79.2% 0 780.2 K -780.2 K
Debt 176.3 K 20.8% 0 14.67 K -14.67 K
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Fund Snapshot

Q4 2025
Latest filed
2/13/2026
Total value ($000)
857,836
Holdings
221
QoQ value change ($000)
-800,197 (-48.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.