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
Q2 		$76.6K Buy
115,994
+114,363
+7,012% +$91.3K ﹤0.01% 7331
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 $8.3B AUM 27.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $8.31B AUM 37.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
SAMH
Shanda Asset Management Holdings Tortola,, British Virgin Islands $2.09B AUM 39.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group's ZEO Position: Q2 2026 in Review

UBS Group increased its Zeo Energy (ZEO) stake by 7,012% in Q2 2026, buying an estimated $91.3K and bringing the position to 115,994 shares worth $76.6K. The position accounts for ﹤0.01% of the portfolio, ranked #7331.

UBS Group first reported a position in ZEO in Q2 2022 and has held it in 14 quarters since. 30 funds tracked by Wall St. Rank hold ZEO as of Q2 2026.

  • UBS Group held 115,994 shares of Zeo Energy worth $76.6K as of Q2 2026.
  • UBS Group bought 114,363 Zeo Energy shares in Q2 2026, an estimated $91.3K.
  • Zeo Energy made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7331 holding.
  • UBS Group first reported a position in Zeo Energy in Q2 2022 and has held it in 14 quarters since.
  • 30 funds tracked by Wall St. Rank held Zeo Energy as of Q2 2026.

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