UBS AM
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UBS AM’s NuScale Power SMR Stock Holding History

UBS AM’s Portfolio SMR Stock Details SMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$58.6M Sell
2025
Q2 		$78.2M Buy
2025
Q1 		$26.1M Buy
2024
Q4 		$2.5M Sell
2024
Q3 		$4.07M Buy
2024
Q2 		$2.62M Buy
2024
Q1 		– Sell
2023
Q4 		$145K Buy
2022
Q4 		– Sell
2022
Q3 		$11.9K Buy