UBS Group
SMR icon

UBS Group’s NuScale Power SMR Stock Holding History

UBS Group’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 		$34.7M Buy
3,464,576
+858,834
+33% +$9.69M ﹤0.01% 2103
2026
Q1 		$28.2M Sell
2,605,742
-288,094
-10% -$4.38M ﹤0.01% 2225
2025
Q4 		$41M Buy
2,893,836
+905,905
+46% +$25.9M 0.01% 1836
2025
Q3 		$71.6M Sell
1,987,931
-2,384,724
-55% -$95M 0.01% 1296
2025
Q2 		$173M Buy
4,372,655
+1,204,570
+38% +$30.2M 0.03% 608
2025
Q1 		$44.9M Buy
3,168,085
+1,085,315
+52% +$21.9M 0.01% 1576
2024
Q4 		$37.3M Buy
2,082,770
+1,907,678
+1,090% +$39.4M 0.01% 1716
2024
Q3 		$2.03M Sell
175,092
-27,945
-14% -$285K ﹤0.01% 3977
2024
Q2 		$2.37M Buy
203,037
+142,504
+235% +$1.02M ﹤0.01% 3590
2024
Q1 		$321K Buy
60,533
+54,493
+902% +$196K ﹤0.01% 5525
2023
Q4 		$19.9K Sell
6,040
-81,045
-93% -$288K ﹤0.01% 7106
2023
Q3 		$427K Buy
87,085
+20,996
+32% +$138K ﹤0.01% 4779
2023
Q2 		$449K Buy
66,089
+33,920
+105% +$275K ﹤0.01% 4910
2023
Q1 		$292K Buy
32,169
+14,853
+86% +$149K ﹤0.01% 5097
2022
Q4 		$178K Buy
17,316
+6,415
+59% +$71K ﹤0.01% 5556
2022
Q3 		$127K Buy
10,901
+5,859
+116% +$77K ﹤0.01% 5500
2022
Q2 		$50K Buy
+5,042
New +$50.4K ﹤0.01% 5912

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 Group's SMR Position: Q2 2026 in Review

UBS Group increased its NuScale Power (SMR) stake by 33% in Q2 2026, buying an estimated $9.69M and bringing the position to 3,464,576 shares worth $34.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2103.

UBS Group first reported a position in SMR in Q2 2022 and has held it in 17 quarters since. The position peaked at $173M in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • UBS Group held 3,464,576 shares of NuScale Power worth $34.7M as of Q2 2026.
  • UBS Group bought 858,834 NuScale Power shares in Q2 2026, an estimated $9.69M.
  • NuScale Power made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2103 holding.
  • UBS Group first reported a position in NuScale Power in Q2 2022 and has held it in 17 quarters since.
  • UBS Group's NuScale Power position peaked at $173M in Q2 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

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