UBS Group
ZEO

UBS Group’s Zeo Energy ZEO Stock Holding History

UBS Group’s Portfolio ZEO Stock Details ZEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$936 Sell
1,631
-1,647
-50% -$1.63K ﹤0.01% 9684
2025
Q4 		$3.57K Buy
3,278
+432
+15% +$592 ﹤0.01% 8992
2025
Q3 		$3.84K Buy
2,846
+157
+6% +$316 ﹤0.01% 8998
2025
Q2 		$7.8K Sell
2,689
-9
-0.3% -$19 ﹤0.01% 9002
2025
Q1 		$4.07K Buy
2,698
+32
+1% +$70 ﹤0.01% 9151
2024
Q4 		$9.14K Buy
2,666
+2,032
+321% +$3.37K ﹤0.01% 8371
2024
Q3 		$1.07K Sell
634
-403
-39% -$1.1K ﹤0.01% 8726
2024
Q2 		$2.23K Sell
1,037
-1,147
-53% -$5.43K ﹤0.01% 8404
2024
Q1 		$12.4K Buy
2,184
+2,091
+2,248% +$18.4K ﹤0.01% 7137
2023
Q4 		$1.05K Buy
+93
New +$1.05K ﹤0.01% 8421
2023
Q1 		– Sell
-550
Closed -$5.69K – 10523
2022
Q4 		$5.69K Hold
550
– – ﹤0.01% 9141
2022
Q3 		$6K Hold
550
– – ﹤0.01% 9082
2022
Q2 		$6K Buy
+550
New +$5.52K ﹤0.01% 8739

Other funds holding ZEO

CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
PSC
Piper Sandler & Co Minneapolis, Minnesota $102M AUM 0.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $7.29B AUM 37.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group's ZEO Position: Q1 2026 in Review

UBS Group reduced its Zeo Energy (ZEO) stake by 50% in Q1 2026, selling an estimated $1.63K and leaving 1,631 shares worth $936. The position accounts for ﹤0.01% of the portfolio, ranked #9684.

UBS Group first reported a position in ZEO in Q2 2022 and has held it in 13 quarters since. The position peaked at $12.4K in Q1 2024. 33 funds tracked by Wall St. Rank hold ZEO as of Q1 2026.

  • UBS Group held 1,631 shares of Zeo Energy worth $936 as of Q1 2026.
  • UBS Group sold 1,647 Zeo Energy shares in Q1 2026, an estimated $1.63K.
  • Zeo Energy made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9684 holding.
  • UBS Group first reported a position in Zeo Energy in Q2 2022 and has held it in 13 quarters since.
  • UBS Group's Zeo Energy position peaked at $12.4K in Q1 2024.
  • 33 funds tracked by Wall St. Rank held Zeo Energy as of Q1 2026.

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