UBS Group
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UBS Group’s Bloom Energy BE Stock Holding History

UBS Group’s Portfolio BE Stock Details BE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.2M Buy
104,508
+34,500
+49% +$5.06M ﹤0.01% 2972
2025
Q4 		$6.08M Sell
70,008
-1,992
-3% -$209K ﹤0.01% 3818
2025
Q3 		$6.09M Sell
72,000
-35,000
-33% -$1.63M ﹤0.01% 3830
2025
Q2 		$2.56M Sell
107,000
-293,200
-73% -$5.68M ﹤0.01% 4560
2025
Q1 		$7.87M Buy
400,200
+193,200
+93% +$4.61M ﹤0.01% 3309
2024
Q4 		$4.6M Buy
207,000
+122,800
+146% +$2.15M ﹤0.01% 3928
2024
Q3 		$889K Buy
84,200
+77,000
+1,069% +$913K ﹤0.01% 4758
2024
Q2 		$88.1K Buy
+7,200
New +$91.8K ﹤0.01% 6270
2024
Q1 		– Sell
-94,400
Closed -$1.4M – 9311
2023
Q4 		$1.4M Buy
+94,400
New +$1.18M ﹤0.01% 4188

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group's BE Position: Q1 2026 in Review

UBS Group reduced its Bloom Energy (BE) stake by 29% in Q1 2026, selling an estimated $114M and leaving 1,906,671 shares worth $258M. The position accounts for 0.04% of the portfolio, ranked #492.

UBS Group first reported a position in BE in Q3 2018 and has held it in 31 quarters since. The position peaked at $680M in Q3 2025. 979 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • UBS Group held 1,906,671 shares of Bloom Energy worth $258M as of Q1 2026.
  • UBS Group sold 777,587 Bloom Energy shares in Q1 2026, an estimated $114M.
  • Bloom Energy made up 0.04% of UBS Group's portfolio in Q1 2026, its #492 holding.
  • UBS Group first reported a position in Bloom Energy in Q3 2018 and has held it in 31 quarters since.
  • UBS Group's Bloom Energy position peaked at $680M in Q3 2025.
  • 979 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

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