UBS Group
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UBS Group’s Carter's CRI Stock Holding History

UBS Group’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-49,100
Closed -$3.19M – 9991
2024
Q3 		$3.19M Buy
+49,100
New +$3.15M ﹤0.01% 3525
2020
Q4 		– Sell
-24,600
Closed -$2.13M – 8433
2020
Q3 		$2.13M Buy
+24,600
New +$2.05M ﹤0.01% 2983
2018
Q3 		– Sell
-17,000
Closed -$1.84M – 8009
2018
Q2 		$1.84M Buy
+17,000
New +$1.83M ﹤0.01% 3250
2017
Q3 		– Sell
-20,500
Closed -$1.82M – 7748
2017
Q2 		$1.82M Buy
+20,500
New +$1.8M ﹤0.01% 3098

Other funds holding CRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

UBS Group's CRI Position: Q1 2026 in Review

UBS Group reduced its Carter's (CRI) stake by 21% in Q1 2026, selling an estimated $10.2M and leaving 1,069,836 shares worth $38.3M. The position accounts for 0.01% of the portfolio, ranked #1910.

UBS Group first reported a position in CRI in Q4 2014 and has held it in 46 quarters since. The position peaked at $87.5M in Q4 2024. 275 funds tracked by Wall St. Rank hold CRI as of Q1 2026.

  • UBS Group held 1,069,836 shares of Carter's worth $38.3M as of Q1 2026.
  • UBS Group sold 279,941 Carter's shares in Q1 2026, an estimated $10.2M.
  • Carter's made up 0.01% of UBS Group's portfolio in Q1 2026, its #1910 holding.
  • UBS Group first reported a position in Carter's in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Carter's position peaked at $87.5M in Q4 2024.
  • 275 funds tracked by Wall St. Rank held Carter's as of Q1 2026.

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