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	$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	$6.43M	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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.