UBS Group
CARR icon

UBS Group’s Carrier Global CARR Stock Holding History

UBS Group’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.2K Sell
500
-331,900
-100% -$19.6M ﹤0.01% 7730
2025
Q4 		$17.6M Buy
332,400
+321,900
+3,066% +$17.9M ﹤0.01% 2707
2025
Q3 		$627K Sell
10,500
-41,664
-80% -$2.83M ﹤0.01% 5918
2025
Q2 		$3.82M Sell
52,164
-77,500
-60% -$5.26M ﹤0.01% 4150
2025
Q1 		$8.22M Sell
129,664
-83,400
-39% -$5.54M ﹤0.01% 3260
2024
Q4 		$14.5M Buy
+213,064
New +$16.1M ﹤0.01% 2668
2023
Q4 		– Sell
-992,800
Closed -$54.8M – 9345
2023
Q3 		$54.8M Buy
992,800
+25,800
+3% +$1.42M 0.02% 790
2023
Q2 		$48.1M Buy
+967,000
New +$42.5M 0.02% 849

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group's CARR Position: Q1 2026 in Review

UBS Group increased its Carrier Global (CARR) stake by 103% in Q1 2026, buying an estimated $135M and bringing the position to 4,479,077 shares worth $252M. The position accounts for 0.04% of the portfolio, ranked #504.

UBS Group first reported a position in CARR in Q2 2020 and has held it in 24 quarters since. The position peaked at $276M in Q1 2025. 1,489 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • UBS Group held 4,479,077 shares of Carrier Global worth $252M as of Q1 2026.
  • UBS Group bought 2,272,892 Carrier Global shares in Q1 2026, an estimated $135M.
  • Carrier Global made up 0.04% of UBS Group's portfolio in Q1 2026, its #504 holding.
  • UBS Group first reported a position in Carrier Global in Q2 2020 and has held it in 24 quarters since.
  • UBS Group's Carrier Global position peaked at $276M in Q1 2025.
  • 1,489 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.