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
Q2 		$15.3M Buy
1,520,892
+158,325
+12% +$1.79M ﹤0.01% 1046
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 – 2722
2022
Q3 		$11.9K Buy
+1,018
New +$13.4K ﹤0.01% 2729

Other funds holding SMR

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS AM's SMR Position: Q2 2026 in Review

UBS AM increased its NuScale Power (SMR) stake by 12% in Q2 2026, buying an estimated $1.79M and bringing the position to 1,520,892 shares worth $15.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

UBS AM first reported a position in SMR in Q3 2022 and has held it in 11 quarters since. The position peaked at $78.2M in Q2 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • UBS AM held 1,520,892 shares of NuScale Power worth $15.3M as of Q2 2026.
  • UBS AM bought 158,325 NuScale Power shares in Q2 2026, an estimated $1.79M.
  • NuScale Power made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1046 holding.
  • UBS AM first reported a position in NuScale Power in Q3 2022 and has held it in 11 quarters since.
  • UBS AM's NuScale Power position peaked at $78.2M in Q2 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

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