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 Q3	$6.83M	Buy	458,500 +78,000	+20%	+$1.15M	﹤0.01%	3769
2026 Q2	$5.58M	Buy	380,500 +14,900	+4%	+$217K	﹤0.01%	4058
2026 Q1	$5.15M	Sell	365,600 -939,900	-72%	-$14M	﹤0.01%	4060
2025 Q4	$18.7M	Buy	1,305,500 +134,000	+11%	+$1.89M	﹤0.01%	2644
2025 Q3	$15.4M	Buy	1,171,500 +141,500	+14%	+$1.84M	﹤0.01%	2855
2025 Q2	$10.8M	Sell	1,030,000 -120,000	-10%	-$1.28M	﹤0.01%	3000
2025 Q1	$14.3M	Buy	1,150,000 +650,000	+130%	+$7.52M	﹤0.01%	2673
2024 Q4	$6.44M	Buy	+500,000	New	+$7.47M	﹤0.01%	3543
2017 Q3	–	Sell	-68,500	Closed	-$761K	–	7689
2017 Q2	$761K	Buy	+68,500	New	+$787K	﹤0.01%	3824
2015 Q4	–	Sell	-35,000	Closed	-$343K	–	8304
2015 Q3	$343K	Sell	35,000 -18,700	-35%	-$226K	﹤0.01%	4201
2015 Q2	$712K	Buy	+53,700	New	+$721K	﹤0.01%	3838

Other funds holding AES

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group's AES Position: Q3 2026 in Review

UBS Group reduced its AES (AES) stake by 1.2% in Q3 2026, selling an estimated $1.68M and leaving 9,446,831 shares worth $141M. The position accounts for 0.02% of the portfolio, ranked #864.

UBS Group first reported a position in AES in Q4 2014 and has held it in 48 quarters since. The position peaked at $211M in Q1 2026. 385 funds tracked by Wall St. Rank hold AES as of Q3 2026.

UBS Group held 9,446,831 shares of AES worth $141M as of Q3 2026.
UBS Group sold 113,680 AES shares in Q3 2026, an estimated $1.68M.
AES made up 0.02% of UBS Group's portfolio in Q3 2026, its #864 holding.
UBS Group first reported a position in AES in Q4 2014 and has held it in 48 quarters since.
UBS Group's AES position peaked at $211M in Q1 2026.
385 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.