UBS Group
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UBS Group’s AES AES Stock Holding History

UBS Group’s Portfolio AES Stock Details AES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$940K Hold
64,100
– – ﹤0.01% 5784
2026
Q1 		$903K Buy
+64,100
New +$954K ﹤0.01% 5629
2025
Q4 		– Sell
-71,600
Closed -$942K – 10444
2025
Q3 		$942K Buy
+71,600
New +$930K ﹤0.01% 5627
2024
Q2 		– Sell
-70,000
Closed -$1.26M – 9468
2024
Q1 		$1.26M Buy
+70,000
New +$1.17M ﹤0.01% 4408
2020
Q1 		– Sell
-15,000
Closed -$299K – 7916
2019
Q4 		$299K Buy
+15,000
New +$268K ﹤0.01% 5292
2019
Q2 		– Sell
-31,700
Closed -$573K – 7826
2019
Q1 		$573K Sell
31,700
-201,100
-86% -$3.38M ﹤0.01% 3978
2018
Q4 		$3.37M Buy
232,800
+143,000
+159% +$2.15M ﹤0.01% 2532
2018
Q3 		$1.26M Buy
+89,800
New +$1.21M ﹤0.01% 3637
2018
Q2 		– Sell
-600
Closed -$7K – 7948
2018
Q1 		$7K Buy
+600
New +$6.52K ﹤0.01% 7062
2017
Q4 		– Sell
-9,300
Closed -$102K – 7815
2017
Q3 		$102K Sell
9,300
-77,700
-89% -$867K ﹤0.01% 5302
2017
Q2 		$967K Sell
87,000
-87,000
-50% -$999K ﹤0.01% 3641
2017
Q1 		$1.95M Buy
+174,000
New +$1.99M ﹤0.01% 2966
2016
Q3 		– Sell
-128,300
Closed -$1.6M – 7639
2016
Q2 		$1.6M Buy
+128,300
New +$1.45M ﹤0.01% 2963
2015
Q3 		– Sell
-138,000
Closed -$1.83M – 8371
2015
Q2 		$1.83M Buy
138,000
+90,300
+189% +$1.21M ﹤0.01% 3058
2015
Q1 		$613K Buy
47,700
+13,500
+39% +$169K ﹤0.01% 3962
2014
Q4 		$471K Buy
+34,200
New +$467K ﹤0.01% 4256

Other funds holding AES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group's AES Position: Q2 2026 in Review

UBS Group reduced its AES (AES) stake by 36% in Q2 2026, selling an estimated $78.3M and leaving 9,560,511 shares worth $140M. The position accounts for 0.02% of the portfolio, ranked #899.

UBS Group first reported a position in AES in Q4 2014 and has held it in 47 quarters since. The position peaked at $211M in Q1 2026. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • UBS Group held 9,560,511 shares of AES worth $140M as of Q2 2026.
  • UBS Group sold 5,389,531 AES shares in Q2 2026, an estimated $78.3M.
  • AES made up 0.02% of UBS Group's portfolio in Q2 2026, its #899 holding.
  • UBS Group first reported a position in AES in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's AES position peaked at $211M in Q1 2026.
  • 704 funds tracked by Wall St. Rank held AES as of Q2 2026.

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