UBS Group
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UBS Group’s Carlisle Companies CSL Stock Holding History

UBS Group’s Portfolio CSL Stock Details CSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-77,500
Closed -$8.25M – 7714
2017
Q1 		$8.25M Buy
+77,500
New +$8.31M ﹤0.01% 1656

Other funds holding CSL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's CSL Position: Q1 2026 in Review

UBS Group reduced its Carlisle Companies (CSL) stake by 13% in Q1 2026, selling an estimated $10M and leaving 178,328 shares worth $59.5M. The position accounts for 0.01% of the portfolio, ranked #1467.

UBS Group first reported a position in CSL in Q4 2014 and has held it in 46 quarters since. The position peaked at $120M in Q2 2025. 783 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

  • UBS Group held 178,328 shares of Carlisle Companies worth $59.5M as of Q1 2026.
  • UBS Group sold 27,535 Carlisle Companies shares in Q1 2026, an estimated $10M.
  • Carlisle Companies made up 0.01% of UBS Group's portfolio in Q1 2026, its #1467 holding.
  • UBS Group first reported a position in Carlisle Companies in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Carlisle Companies position peaked at $120M in Q2 2025.
  • 783 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

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