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
2023
Q1 		– Sell
-3,333
Closed -$216K – 10605
2022
Q4 		$216K Hold
3,333
– – ﹤0.01% 5393
2022
Q3 		$352K Buy
+3,333
New +$564K ﹤0.01% 4639
2021
Q4 		– Sell
-42
Closed -$13K – 10838
2021
Q3 		$13K Buy
+42
New +$14.7K ﹤0.01% 7699
2020
Q4 		– Sell
-1,127
Closed -$692K – 8849
2020
Q3 		$692K Buy
+1,127
New +$1.31M ﹤0.01% 3920

Other funds holding NKLA

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Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
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 $515M AUM 27.37% 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 $38B AUM 39.14% 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

UBS Group's NKLA Position: Q1 2025 in Review

UBS Group sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 1,116,342 shares — an estimated $1.33M sold.

UBS Group first reported a position in NKLA in Q3 2019 and held it in 20 quarters. The position peaked at $3.71M in Q4 2020. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • UBS Group reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • UBS Group sold 1,116,342 Nikola Corporation Common Stock shares in Q1 2025, an estimated $1.33M.
  • UBS Group first reported a position in Nikola Corporation Common Stock in Q3 2019 and held it in 20 quarters.
  • UBS Group's Nikola Corporation Common Stock position peaked at $3.71M in Q4 2020.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.