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
Q2 		$44K Sell
600
-500
-45% -$32.7K ﹤0.01% 7640
2026
Q1 		$61.9K Sell
1,100
-960,100
-100% -$56.8M ﹤0.01% 7251
2025
Q4 		$50.8M Buy
961,200
+484,200
+102% +$26.9M 0.01% 1613
2025
Q3 		$28.5M Buy
+477,000
New +$32.4M ﹤0.01% 2185
2025
Q1 		– Sell
-80,000
Closed -$5.46M – 10257
2024
Q4 		$5.46M Buy
+80,000
New +$6.03M ﹤0.01% 3749
2024
Q1 		– Sell
-1,605,400
Closed -$92.2M – 9370
2023
Q4 		$92.2M Sell
1,605,400
-616,900
-28% -$32.6M 0.03% 611
2023
Q3 		$123M Buy
2,222,300
+1,019,100
+85% +$56.1M 0.04% 423
2023
Q2 		$59.8M Buy
+1,203,200
New +$52.9M 0.02% 731
2022
Q2 		– Sell
-500
Closed -$23K – 10352
2022
Q1 		$23K Hold
500
– – ﹤0.01% 7283
2021
Q4 		$27K Hold
500
– – ﹤0.01% 7483
2021
Q3 		$26K Hold
500
– – ﹤0.01% 6881
2021
Q2 		$24K Buy
+500
New +$22.3K ﹤0.01% 7133

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group's CARR Position: Q2 2026 in Review

UBS Group reduced its Carrier Global (CARR) stake by 45% in Q2 2026, selling an estimated $133M and leaving 2,446,235 shares worth $179M. The position accounts for 0.02% of the portfolio, ranked #730.

UBS Group first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $276M in Q1 2025. 1,650 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • UBS Group held 2,446,235 shares of Carrier Global worth $179M as of Q2 2026.
  • UBS Group sold 2,032,842 Carrier Global shares in Q2 2026, an estimated $133M.
  • Carrier Global made up 0.02% of UBS Group's portfolio in Q2 2026, its #730 holding.
  • UBS Group first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • UBS Group's Carrier Global position peaked at $276M in Q1 2025.
  • 1,650 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.