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
Q1 		$1.74M Buy
160,158
+30,000
+23% +$456K ﹤0.01% 5096
2025
Q4 		$1.84M Buy
130,158
+94,098
+261% +$2.69M ﹤0.01% 5051
2025
Q3 		$1.3M Sell
36,060
-229,400
-86% -$9.14M ﹤0.01% 5338
2025
Q2 		$10.5M Buy
+265,460
New +$6.66M ﹤0.01% 3039

Other funds holding SMR

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's SMR Position: Q1 2026 in Review

UBS Group reduced its NuScale Power (SMR) stake by 10% in Q1 2026, selling an estimated $4.38M and leaving 2,605,742 shares worth $28.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2225.

UBS Group first reported a position in SMR in Q2 2022 and has held it in 16 quarters since. The position peaked at $173M in Q2 2025. 493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • UBS Group held 2,605,742 shares of NuScale Power worth $28.2M as of Q1 2026.
  • UBS Group sold 288,094 NuScale Power shares in Q1 2026, an estimated $4.38M.
  • NuScale Power made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2225 holding.
  • UBS Group first reported a position in NuScale Power in Q2 2022 and has held it in 16 quarters since.
  • UBS Group's NuScale Power position peaked at $173M in Q2 2025.
  • 493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.