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
2022
Q2 		– Sell
-3,433
Closed -$1.1M – 11102
2022
Q1 		$1.1M Buy
+3,433
New +$876K ﹤0.01% 3997
2021
Q4 		– Sell
-2,507
Closed -$802K – 10839
2021
Q3 		$802K Buy
+2,507
New +$878K ﹤0.01% 4371
2021
Q1 		– Sell
-6,667
Closed -$3.05M – 9580
2020
Q4 		$3.05M Sell
6,667
-3,253
-33% -$2.03M ﹤0.01% 2963
2020
Q3 		$6.09M Buy
+9,920
New +$11.5M ﹤0.01% 2017

Other funds holding NKLA

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
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.