Principal Financial Group
SU icon

Principal Financial Group’s Suncor Energy SU Stock Holding History

Principal Financial Group’s Portfolio SU Stock Details SU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$856M Sell
15,924,939
-1,756,248
-10% -$111M 0.42% 48
2026
Q1 		$1.17B Sell
17,681,187
-1,690,517
-9% -$93.4M 0.62% 29
2025
Q4 		$861M Buy
19,371,704
+516,783
+3% +$21.8M 0.44% 47
2025
Q3 		$789M Buy
18,854,921
+106,765
+0.6% +$4.28M 0.4% 49
2025
Q2 		$701M Buy
18,748,156
+2,730,027
+17% +$98.7M 0.37% 52
2025
Q1 		$620M Buy
16,018,129
+6,311,513
+65% +$241M 0.35% 59
2024
Q4 		$346M Buy
9,706,616
+2,767,043
+40% +$106M 0.19% 110
2024
Q3 		$256M Buy
6,939,573
+1,296,142
+23% +$50.1M 0.14% 144
2024
Q2 		$215M Buy
5,643,431
+1,153,424
+26% +$44.6M 0.13% 150
2024
Q1 		$166M Buy
4,490,007
+189,615
+4% +$6.38M 0.1% 180
2023
Q4 		$138M Buy
4,300,392
+1,365,044
+47% +$44.6M 0.09% 196
2023
Q3 		$101M Sell
2,935,348
-13,862
-0.5% -$445K 0.07% 223
2023
Q2 		$86.6M Sell
2,949,210
-13,000
-0.4% -$389K 0.06% 282
2023
Q1 		$91.8M Sell
2,962,210
-62,569
-2% -$2.03M 0.07% 255
2022
Q4 		$95.9M Buy
3,024,779
+9,246
+0.3% +$304K 0.07% 243
2022
Q3 		$85.4M Buy
3,015,533
+2,833,090
+1,553% +$89.5M 0.07% 246
2022
Q2 		$6.39M Sell
182,443
-75,616
-29% -$2.75M ﹤0.01% 1465
2022
Q1 		$8.41M Buy
+258,059
New +$7.66M 0.01% 1473

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Principal Financial Group's SU Position: Q2 2026 in Review

Principal Financial Group reduced its Suncor Energy (SU) stake by 9.9% in Q2 2026, selling an estimated $111M and leaving 15,924,939 shares worth $856M. The position accounts for 0.42% of the portfolio, ranked #48.

Principal Financial Group first reported a position in SU in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.17B in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Principal Financial Group held 15,924,939 shares of Suncor Energy worth $856M as of Q2 2026.
  • Principal Financial Group sold 1,756,248 Suncor Energy shares in Q2 2026, an estimated $111M.
  • Suncor Energy made up 0.42% of Principal Financial Group's portfolio in Q2 2026, its #48 holding.
  • Principal Financial Group first reported a position in Suncor Energy in Q1 2022 and has held it in 18 quarters since.
  • Principal Financial Group's Suncor Energy position peaked at $1.17B in Q1 2026.
  • 754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.