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	$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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.