UBS AM
SMR icon

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
2026
Q1 		$14.8M Buy
1,362,567
+29,253
+2% +$445K ﹤0.01% 1013
2025
Q4 		$18.9M Sell
1,333,314
-293,565
-18% -$8.4M ﹤0.01% 869
2025
Q3 		$58.6M Sell
1,626,879
-350,187
-18% -$14M 0.01% 577
2025
Q2 		$78.2M Buy
1,977,066
+131,950
+7% +$3.31M 0.02% 588
2025
Q1 		$26.1M Buy
1,845,116
+1,705,411
+1,221% +$34.5M 0.01% 850
2024
Q4 		$2.5M Sell
139,705
-212,072
-60% -$4.38M ﹤0.01% 1938
2024
Q3 		$4.07M Buy
351,777
+128,012
+57% +$1.31M ﹤0.01% 1678
2024
Q2 		$2.62M Buy
+223,765
New +$1.59M ﹤0.01% 1851
2024
Q1 		– Sell
-44,200
Closed -$145K – 2556
2023
Q4 		$145K Buy
+44,200
New +$157K ﹤0.01% 2512
2022
Q4 		– Sell
-1,018
Closed -$11.9K – 2726
2022
Q3 		$11.9K Buy
+1,018
New +$13.4K ﹤0.01% 2729

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Mirae Asset Global ETFs Holdings
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MG
Marex Group London $9.64B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return