BE BLOOM ENERGY CORP

Ownership history in UBS Group AG  ·  46 quarters on record

AI Ownership Summary

UBS Group AG reported BLOOM ENERGY CORP (BE) in 46 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.11% in 2025 Q3. The latest visible filing shows BE at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UBS Group AG's position in BLOOM ENERGY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BE was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How UBS Group AG held BE — position size vs. price
% of Fund (quarterly)    BE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 24 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 2,684,258 +2,614,250 +3734.2% 0.04% $233.2M 2026-02-14 (Est.) $139.74
2025 Q4 ADDED 70,008 +66,008 +1650.2% 0.00% $6.1M 2026-02-14 (Est.) $139.74
2025 Q3 REDUCED 4,000 -68,000 -94.4% 0.00% $338K 2025-11-13 $103.55
2025 Q3 REDUCED 72,000 -7,966,641 -99.1% 0.00% $6.1M 2025-11-13 $103.55
2025 Q3 ADDED 8,038,641 +7,988,641 +15977.3% 0.11% $679.8M 2025-11-13 $103.55
2025 Q2 REDUCED 50,000 -57,000 -53.3% 0.00% $1.2M 2025-08-14 $45.11
2025 Q2 REDUCED 107,000 -3,617,593 -97.1% 0.00% $2.6M 2025-08-14 $45.11
2025 Q2 ADDED 3,724,593 +3,324,393 +830.7% 0.02% $89.1M 2025-08-14 $45.11
2025 Q1 ADDED 400,200 +370,200 +1234.0% 0.00% $7.9M 2025-05-13 $19.16
2025 Q1 REDUCED 30,000 -4,863,063 -99.4% 0.00% $590K 2025-05-13 $19.16
2025 Q1 ADDED 4,893,063 +4,686,063 +2263.8% 0.02% $96.2M 2025-05-13 $19.16
2024 Q4 REDUCED 207,000 -5,052,767 -96.1% 0.00% $4.6M 2025-02-14 $25.41
2024 Q4 ADDED 5,259,767 +4,952,961 +1614.4% 0.02% $116.8M 2025-02-14 $25.41
2024 Q4 REDUCED 306,806 -830,811 -73.0% 0.00% $6.8M 2025-02-14 $25.41
2024 Q3 ADDED 1,137,617 +1,130,417 +15700.2% 0.00% $12.0M 2024-11-14 $13.28
2024 Q3 REDUCED 7,200 -77,000 -91.4% 0.00% $76K 2024-11-14 $13.28
2024 Q3 ADDED 84,200 +77,000 +1069.4% 0.00% $889K 2024-11-14 $13.28
2024 Q2 REDUCED 7,200 -985,582 -99.3% 0.00% $88K 2024-08-14 $11.41
2024 Q2 ADDED 992,782 +985,582 +13688.6% 0.00% $12.2M 2024-08-14 $11.41
2024 Q2 REDUCED 7,200 -530,458 -98.7% 0.00% $88K 2024-08-14 $11.41
2024 Q1 ADDED 537,658 +443,258 +469.6% 0.00% $6.0M 2024-05-13 $11.55
2023 Q4 REDUCED 94,400 -476,480 -83.5% 0.00% $1.4M 2024-02-09 $11.53
2023 Q4 REDUCED 570,880 -179,833 -24.0% 0.00% $8.4M 2024-02-09 $11.53
2023 Q3 ADDED 750,713 +193,501 +34.7% 0.00% $10.0M 2023-11-09 $10.87
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About UBS Group AG and BE

These are the practical questions this page is built to answer before you even open the full history table.

How long has UBS Group AG reported owning BE?

UBS Group AG reported BE across 24 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported BE position in UBS Group AG's portfolio?

The largest reported portfolio weight for BE was 0.11% in 2025 Q3.

What is the latest reported BE position on this page?

The most recent filing on this page is 2025 Q4, when UBS Group AG reported 2,684,258 shares, equal to 0.04% of portfolio, with an estimated market value of $233.2M.

What does the chart on this BE ownership page compare?

The chart compares UBS Group AG's quarterly BE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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