UBS Group
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UBS Group’s Fluence Energy FLNC Stock Holding History

UBS Group’s Portfolio FLNC Stock Details FLNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-156,500
Closed -$1.69M – 10718
2025
Q3 		$1.69M Sell
156,500
-96,400
-38% -$806K ﹤0.01% 5119
2025
Q2 		$1.7M Buy
+252,900
New +$1.2M ﹤0.01% 4980

Other funds holding FLNC

SPT
Siemens Pension Trust Munich Germany, Germany $431M AUM 196.27% 1-Year Est. Return
S
Siemens Munich, Germany $494M AUM 234.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group's FLNC Position: Q2 2026 in Review

UBS Group increased its Fluence Energy (FLNC) stake by 5.8% in Q2 2026, buying an estimated $1.33M and bringing the position to 1,315,427 shares worth $26.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2413.

UBS Group first reported a position in FLNC in Q4 2021 and has held it in 19 quarters since. The position peaked at $51.9M in Q4 2025. 300 funds tracked by Wall St. Rank hold FLNC as of Q2 2026.

  • UBS Group held 1,315,427 shares of Fluence Energy worth $26.2M as of Q2 2026.
  • UBS Group bought 71,532 Fluence Energy shares in Q2 2026, an estimated $1.33M.
  • Fluence Energy made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2413 holding.
  • UBS Group first reported a position in Fluence Energy in Q4 2021 and has held it in 19 quarters since.
  • UBS Group's Fluence Energy position peaked at $51.9M in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Fluence Energy as of Q2 2026.

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