UBS Group
AEIS icon

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group's AEIS Position: Q2 2026 in Review

UBS Group reduced its Advanced Energy (AEIS) stake by 31% in Q2 2026, selling an estimated $19.4M and leaving 122,013 shares worth $45.5M. The position accounts for 0.01% of the portfolio, ranked #1841.

UBS Group first reported a position in AEIS in Q4 2014 and has held it in 47 quarters since. The position peaked at $57.2M in Q1 2026. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • UBS Group held 122,013 shares of Advanced Energy worth $45.5M as of Q2 2026.
  • UBS Group sold 55,379 Advanced Energy shares in Q2 2026, an estimated $19.4M.
  • Advanced Energy made up 0.01% of UBS Group's portfolio in Q2 2026, its #1841 holding.
  • UBS Group first reported a position in Advanced Energy in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Advanced Energy position peaked at $57.2M in Q1 2026.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

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