UBS AM’s Brookfield Renewable BEP Stock Holding History

UBS AM’s Portfolio BEP Stock Details BEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.8K	Hold	600	–	–	﹤0.01%	3123
2026 Q1	$19.6K	Hold	600	–	–	﹤0.01%	3145
2025 Q4	$16.2K	Buy	+600	New	+$17.1K	﹤0.01%	2770

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

UBS AM's BEP Position: Q2 2026 in Review

UBS AM held its Brookfield Renewable (BEP) position steady in Q2 2026 at 600 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3123.

UBS AM first reported a position in BEP in Q4 2025 and has held it in 3 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

UBS AM held 600 shares of Brookfield Renewable worth $20.8K as of Q2 2026.
UBS AM left its Brookfield Renewable share count unchanged in Q2 2026.
Brookfield Renewable made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3123 holding.
UBS AM first reported a position in Brookfield Renewable in Q4 2025 and has held it in 3 quarters since.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

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