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Union Bancaire Privee’s NuScale Power SMR Stock Holding History

Union Bancaire Privee’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 		$172K Buy
+16,799
New +$189K ﹤0.01% 392
2025
Q4 		– Sell
-4,634
Closed -$154K – 544
2025
Q3 		$154K Buy
4,634
+22
+0.5% +$877 ﹤0.01% 385
2025
Q2 		$154K Buy
4,612
+386
+9% +$9.69K ﹤0.01% 383
2025
Q1 		$61.2K Buy
4,226
+488
+13% +$9.86K ﹤0.01% 433
2024
Q4 		$66.9K Buy
+3,738
New +$77.1K ﹤0.01% 475

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

Union Bancaire Privee's SMR Position: Q2 2026 in Review

Union Bancaire Privee opened a new position in NuScale Power (SMR) in Q2 2026: 16,799 shares worth $172K. The stake represents ﹤0.01% of the portfolio and ranks #392 among its holdings. This is a return to the name: Union Bancaire Privee previously reported a position in SMR as recently as Q3 2025.

Union Bancaire Privee first reported a position in SMR in Q4 2024 and has held it in 5 quarters since. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Union Bancaire Privee held 16,799 shares of NuScale Power worth $172K as of Q2 2026.
  • NuScale Power was a new Union Bancaire Privee position in Q2 2026.
  • NuScale Power made up ﹤0.01% of Union Bancaire Privee's portfolio in Q2 2026, its #392 holding.
  • Union Bancaire Privee first reported a position in NuScale Power in Q4 2024 and has held it in 5 quarters since.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.