UBS Group
NKLA

UBS Group’s Nikola Corporation Common Stock NKLA Stock Holding History

UBS Group’s Portfolio NKLA Stock Details NKLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,116,342
Closed -$1.33M – 10983
2024
Q4 		$1.33M Buy
1,116,342
+1,107,898
+13,121% +$3.16M ﹤0.01% 5095
2024
Q3 		$38.7K Sell
8,444
-42,883
-84% -$318K ﹤0.01% 6988
2024
Q2 		$420K Buy
51,327
+20,151
+65% +$360K ﹤0.01% 5134
2024
Q1 		$973K Buy
31,176
+2,820
+10% +$60.5K ﹤0.01% 4616
2023
Q4 		$744K Buy
28,356
+14,777
+109% +$459K ﹤0.01% 4749
2023
Q3 		$640K Sell
13,579
-19,735
-59% -$1.03M ﹤0.01% 4462
2023
Q2 		$1.38M Buy
33,314
+30,802
+1,226% +$849K ﹤0.01% 3920
2023
Q1 		$91.2K Buy
2,512
+2,066
+463% +$136K ﹤0.01% 5974
2022
Q4 		$28.9K Sell
446
-820
-65% -$68.5K ﹤0.01% 7277
2022
Q3 		$134K Buy
1,266
+289
+30% +$48.9K ﹤0.01% 5453
2022
Q2 		$140K Sell
977
-2,991
-75% -$612K ﹤0.01% 5180
2022
Q1 		$1.27M Buy
3,968
+2,199
+124% +$561K ﹤0.01% 3859
2021
Q4 		$524K Buy
1,769
+650
+58% +$217K ﹤0.01% 4941
2021
Q3 		$358K Sell
1,119
-2,008
-64% -$703K ﹤0.01% 4936
2021
Q2 		$1.69M Buy
3,127
+1,685
+117% +$702K ﹤0.01% 3728
2021
Q1 		$601K Sell
1,442
-6,661
-82% -$3.79M ﹤0.01% 4731
2020
Q4 		$3.71M Buy
8,103
+6,079
+300% +$3.79M ﹤0.01% 2759
2020
Q3 		$1.24M Buy
2,024
+1,400
+224% +$1.63M ﹤0.01% 3483
2020
Q2 		$1.26M Buy
+624
New +$601K ﹤0.01% 3300
2019
Q4 		– Sell
-20
Closed -$6K – 8475
2019
Q3 		$6K Buy
+20
New +$6.1K ﹤0.01% 7432

Other funds holding NKLA

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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return