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 Q3	$17.2M	Buy	62,000 +13,000	+27%	+$3.07M	﹤0.01%	2827
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $24.8B AUM 30.34% 1-Year Est. Return

UBS Group's BE Position: Q3 2026 in Review

UBS Group increased its Bloom Energy (BE) stake by 23% in Q3 2026, buying an estimated $105M and bringing the position to 2,348,782 shares worth $651M. The position accounts for 0.09% of the portfolio, ranked #226.

UBS Group first reported a position in BE in Q3 2018 and has held it in 33 quarters since. The position peaked at $680M in Q3 2025. 1,130 funds tracked by Wall St. Rank hold BE as of Q3 2026.

UBS Group held 2,348,782 shares of Bloom Energy worth $651M as of Q3 2026.
UBS Group bought 443,548 Bloom Energy shares in Q3 2026, an estimated $105M.
Bloom Energy made up 0.09% of UBS Group's portfolio in Q3 2026, its #226 holding.
UBS Group first reported a position in Bloom Energy in Q3 2018 and has held it in 33 quarters since.
UBS Group's Bloom Energy position peaked at $680M in Q3 2025.
1,130 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

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