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
Q2 		$14.8M Buy
49,000
+19,000
+63% +$4.87M ﹤0.01% 2999
2026
Q1 		$4.06M Buy
+30,000
New +$4.4M ﹤0.01% 4288
2025
Q4 		– Sell
-4,000
Closed -$338K – 10511
2025
Q3 		$338K Sell
4,000
-46,000
-92% -$2.14M ﹤0.01% 6359
2025
Q2 		$1.2M Buy
50,000
+20,000
+67% +$387K ﹤0.01% 5286
2025
Q1 		$590K Sell
30,000
-276,806
-90% -$6.61M ﹤0.01% 5721
2024
Q4 		$6.81M Buy
306,806
+299,606
+4,161% +$5.25M ﹤0.01% 3497
2024
Q3 		$76K Hold
7,200
– – ﹤0.01% 6549
2024
Q2 		$88.1K Buy
+7,200
New +$91.8K ﹤0.01% 6271
2022
Q1 		– Sell
-100,000
Closed -$2.19M – 10252
2021
Q4 		$2.19M Hold
100,000
– – ﹤0.01% 3651
2021
Q3 		$1.87M Buy
+100,000
New +$2.12M ﹤0.01% 3631

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

UBS Group's BE Position: Q2 2026 in Review

UBS Group reduced its Bloom Energy (BE) stake by 0.08% in Q2 2026, selling an estimated $368K and leaving 1,905,234 shares worth $577M. The position accounts for 0.07% of the portfolio, ranked #253.

UBS Group first reported a position in BE in Q3 2018 and has held it in 32 quarters since. The position peaked at $680M in Q3 2025. 1,283 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • UBS Group held 1,905,234 shares of Bloom Energy worth $577M as of Q2 2026.
  • UBS Group sold 1,437 Bloom Energy shares in Q2 2026, an estimated $368K.
  • Bloom Energy made up 0.07% of UBS Group's portfolio in Q2 2026, its #253 holding.
  • UBS Group first reported a position in Bloom Energy in Q3 2018 and has held it in 32 quarters since.
  • UBS Group's Bloom Energy position peaked at $680M in Q3 2025.
  • 1,283 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

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