UBS Group’s Advanced Energy AEIS Stock Holding History

UBS Group’s Portfolio AEIS Stock Details AEIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-200	Closed	-$5K	–	8731
2014 Q4	$5K	Buy	+200	New	+$4.08K	﹤0.01%	8941

Other funds holding AEIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group's AEIS Position: Q1 2026 in Review

UBS Group reduced its Advanced Energy (AEIS) stake by 5.7% in Q1 2026, selling an estimated $3.09M and leaving 177,392 shares worth $57.2M. The position accounts for 0.01% of the portfolio, ranked #1514.

UBS Group first reported a position in AEIS in Q4 2014 and has held it in 46 quarters since. 576 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

UBS Group held 177,392 shares of Advanced Energy worth $57.2M as of Q1 2026.
UBS Group sold 10,671 Advanced Energy shares in Q1 2026, an estimated $3.09M.
Advanced Energy made up 0.01% of UBS Group's portfolio in Q1 2026, its #1514 holding.
UBS Group first reported a position in Advanced Energy in Q4 2014 and has held it in 46 quarters since.
576 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

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