Uranium Stocks
Top 10 of 57 URA holdings, updated
As of 12 October 2026, uranium stocks are losing ground: still ahead of the S&P 500 over the longer run, but behind over the past month. URA trails the S&P 500 by 15.4 points over one month and ranks #113 of 115 groups Zensei tracks. 7 of the 15 uranium stocks Zensei prices in URA beat the fund this month.
Where uranium stocks stand now
As of 12 October 2026, Uranium (URA) ranks #113 of the 115 groups Zensei tracks by one-month return against the S&P 500, among the market's weakest pockets. It is losing its lead. It built a 4.9-point advantage over the S&P 500 across the longer, time-shifted window, but over the past month it has slipped 15.4 points behind the market — the Cooling quadrant of the rotation map.
On the shorter tape, URA's momentum is weakening: the intraday trend that carried the move is cooling across the shorter windows. URA's relative-strength line has broken below its long-term average — the long-term outperformance trend is no longer intact. Both signals point the same direction here: the market is not rewarding this group on either horizon.
The exposure comes via Global X Uranium ETF, whose 57 tracked holdings are led by Cameco Corp, Nexgen Energy Ltd and Oklo. The thing to watch from here is whether this is a pause or a handoff: cooling groups sometimes reset and reclaim leadership, but a deepening one-month deficit usually means rotation has moved on.
As of , these are the largest uranium stocks in URA by fund weight, and the strongest over the past month. Size and recent return are measurements, not recommendations.
Top uranium stocks by fund weight
Ranked by largest share of URA
- 1Cameco Corp21.9%
- 2Nexgen Energy Ltd5.9%
- 3OkloOKLO5.7%
- 4Uranium Energy CorpUEC4.7%
- 5National Atomic Co Kazatomprom JSCNATKY4.4%
Best uranium stocks this month
Ranked by one-month return, among the holdings Zensei prices
- 1Uranium Royalty CorpUROY−8.4%
- 2National Atomic Co Kazatomprom JSCNATKY−8.6%
- 3Eagle Nuclear Energy CorpNUCL−9.7%
- 4OkloOKLO−11.0%
- 5Centrus Energy CorpLEU−11.2%
Uranium Stocks vs the S&P 500
Over the week to 12 October 2026, URA fell 6.1% while the S&P 500 rose 0.4%. The table compares URA and SPY (the S&P 500) over every window Zensei tracks. The spread is the difference: positive means URA won that window.
Prices as of · computed from daily adjusted closes · how we measure
Uranium on the rotation map, against the 11 broad S&P 500 sectors. Vertical: 1-month spread vs the S&P 500. Horizontal: the longer, time-shifted window.
Are uranium stocks expensive?
Under half of the weight in URA has a positive P/E, so a fund P/E would not describe the fund. Zensei shows a fund P/E from 50% coverage. Compare with every sector and theme: P/E ratio by sector.
URA holdings: the uranium stocks inside
This list covers the 57 largest uranium stocks in URA, heaviest first; the 10 largest show their returns where Zensei has a price. As of 12 October 2026, 7 of the 15 uranium stocks Zensei prices in URA beat the fund over the past month. 0 of them beat the S&P 500. The strongest is Uranium Royalty Corp (UROY); the weakest is Terra Innovatum Global NV (NKLR). Inside the fund, the holdings split between winners and losers.
| # | Holding | Weight | 1M | 3M | vs fund 1M | Momentum | RS health |
|---|---|---|---|---|---|---|---|
| 1 | Cameco Corp | 21.9% | — | — | No price data | ||
| 2 | Nexgen Energy Ltd | 5.9% | — | — | No price data | ||
| 3 | OKLOOklo | 5.7% | −11.0% | −29.7% | +2.3 pts | Fading | Broken |
| 4 | UECUranium Energy Corp | 4.7% | −15.6% | −12.4% | −2.3 pts | Weak | Broken |
| 5 | NATKYNational Atomic Co Kazatomprom JSC | 4.4% | −8.6% | +1.4% | +4.7 pts | Fading | — |
| 6 | Paladin Energy Ltd | 3.0% | — | — | No price data | ||
| 7 | Energy Fuels Inc | 2.8% | — | — | No price data | ||
| 8 | SMRNuScale Power | 2.8% | −22.2% | −19.8% | |||
| 9 | LEUCentrus Energy Corp | 2.7% | −11.2% | −13.3% | |||
| 10 | XEX-Energy Inc | 2.6% | −12.4% | −15.2% | |||
All 57 URA holdings by weight: Cameco Corp 21.9%, Nexgen Energy Ltd 5.9%, Oklo (OKLO) 5.7%, Uranium Energy Corp (UEC) 4.7%, National Atomic Co Kazatomprom JSC (NATKY) 4.4%, Paladin Energy Ltd 3.0%, Energy Fuels Inc 2.8%, NuScale Power (SMR) 2.8%, Centrus Energy Corp (LEU) 2.7%, X-Energy Inc (XE) 2.6%, Hyundai Engineering & Construction Co Ltd 2.5%, Doosan Enerbility Co Ltd 2.5%, Daewoo Engineering & Construction Co Ltd 2.5%, Sibanye Stillwater Ltd 2.5%, Denison Mines Corp 2.5%, Itochu Corp 2.3%, Samsung C&T Corp 2.1%, Mitsubishi Heavy Industries Ltd 2.1%, BHP Group Ltd 2.0%, Aecon Group Inc 2.0%, Yellow Cake PLC 1.9%, Kepco Engineering & Construction Co Inc 1.8%, GS Engineering & Construction Corp 1.7%, CGN Mining Co Ltd 0.9%, Deep Yellow Ltd 0.8%, Nano Nuclear Energy Inc (NNE) 0.7%, Silex Systems Ltd 0.7%, Uranium Royalty Corp (UROY) 0.5%, Bannerman Energy Ltd 0.5%, Isoenergy Ltd 0.4%, Boss Energy Ltd 0.4%, Ur-Energy Inc (URG) 0.4%, Terrestrial Energy Inc (IMSR) 0.3%, Atha Energy Corp 0.3%, Lightbridge Corp (LTBR) 0.2%, Encore Energy Corp (EU) 0.2%, Berkeley Energia Ltd 0.1%, Global Atomic Corp 0.1%, Mega Uranium Ltd 0.1%, Alligator Energy Ltd 0.1%, Eagle Nuclear Energy Corp (NUCL) 0.1%, Terra Innovatum Global NV (NKLR) 0.1%, Lotus Resources Ltd 0.1%, Laramide Resources Ltd 0.1%, Atomic Eagle Ltd 0.1%, American Lithium Corp 0.1%, Peninsula Energy Ltd 0.1%, Elevate Uranium Ltd 0.1%, Aura Energy Ltd 0.1%, Skyharbour Resources Ltd 0.1%, Canalaska Uranium Ltd 0.1%, Asarian Energy Ltd 0.1%, F3 Uranium Corp 0.1%, Cauldron Energy Ltd 0.1%, Anson Resources Ltd 0.0%, Anfield Energy Inc (AEC) 0.0%, Verdera Energy Corp 0.0%.
Uranium stocks with their own page
Zensei publishes a page for 1 of the stocks in URA; each page shows the stock against the S&P 500 and its sector.
| Stock | Ticker | Weight in URA | 1M return |
|---|---|---|---|
| Oklo | OKLO | 5.7% | −11.0% |
Weight is the share of URA. 1M is the plain one-month return to the close of . All stock pages
Uranium Stocks: common questions
Uranium stocks list: which stocks are in URA?
As of 12 October 2026, this page lists the 57 largest uranium stocks in URA, from the fund's published holdings. The three largest by fund weight are Cameco Corp (21.9%), Nexgen Energy Ltd (5.9%) and Oklo (OKLO, 5.7%). Each one shows its fund weight; the 10 largest also show their one-month and three-month returns where Zensei has a price.
What are the best uranium stocks this month?
As of 12 October 2026, ranked by one-month return, the three strongest uranium stocks in URA are Uranium Royalty Corp (UROY, −8.4%), National Atomic Co Kazatomprom JSC (NATKY, −8.6%) and Eagle Nuclear Energy Corp (NUCL, −9.7%). All three fell over the month; they fell the least. This ranks past return only; it does not forecast the next month.
What are the top 3 uranium stocks?
As of 12 October 2026, the three largest uranium stocks in URA by fund weight are Cameco Corp (21.9%), Nexgen Energy Ltd (5.9%) and Oklo (OKLO, 5.7%). Fund weight shows size inside the fund, not a recommendation.
Which uranium stocks are beating the sector?
As of 12 October 2026, 7 of the 15 uranium stocks Zensei prices in URA beat the fund over the past month. The strongest over the past month is Uranium Royalty Corp (UROY). The table above shows the largest holdings with their weights and returns.
Which ETF holds uranium stocks?
Several ETFs hold uranium stocks. Zensei tracks the group through URA, the Global X Uranium ETF. As of 12 October 2026, Zensei has the 57 largest uranium stocks from its published holdings, and the 10 largest make up 56.5% of the fund.
Are uranium stocks outperforming the S&P 500?
No. As of 12 October 2026, URA trails the S&P 500 by 15.4 points over the past month.
What is URA?
URA is Global X Uranium ETF. Zensei uses it to measure uranium stocks against the S&P 500 (SPY).
What stocks does URA own?
As of 12 October 2026, the largest of the 57 positions Zensei tracks in URA are Cameco Corp, Nexgen Energy Ltd, Oklo, Uranium Energy Corp, National Atomic Co Kazatomprom JSC. Each position measured against the fund, with momentum and relative strength, is part of Zensei Premium.
What quadrant is uranium in right now?
As of 12 October 2026, uranium is in the Cooling quadrant — still ahead over the longer window, but behind the market over the past month. The Zensei methodology page explains the quadrants.
Recent changes
- ·Among the weakest → losing ground
- ·First tracked: among the weakest
Related sectors
Track uranium against the whole market
Zensei Edge maps 100+ sectors and themes against the S&P 500 — with the stocks inside each one, rotation history and alerts when leadership changes hands.
Compare all sectors: Sector heat map · Sector P/E ratios