UBS AM
SU icon

UBS AM’s Suncor Energy SU Stock Holding History

UBS AM’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
Q1 		$563K Buy
8,513
+7,022
+471% +$388K ﹤0.01% 2522
2025
Q4 		$66.1K Buy
+1,491
New +$63K ﹤0.01% 2581
2025
Q3 		– Sell
-788,435
Closed -$29.5M – 2574
2025
Q2 		$29.5M Sell
788,435
-156,098
-17% -$5.65M 0.01% 893
2025
Q1 		$36.6M Buy
944,533
+251,298
+36% +$9.59M 0.01% 755
2024
Q4 		$24.7M Sell
693,235
-134,515
-16% -$5.18M 0.01% 877
2024
Q3 		$30.6M Sell
827,750
-140,526
-15% -$5.43M 0.01% 806
2024
Q2 		$36.9M Buy
+968,276
New +$37.4M 0.01% 685
2019
Q4 		– Sell
-3,795
Closed -$120K – 2803
2019
Q3 		$120K Sell
3,795
-52
-1% -$1.56K ﹤0.01% 2647
2019
Q2 		$120K Sell
3,847
-702
-15% -$22.5K ﹤0.01% 2623
2019
Q1 		$148K Buy
4,549
+180
+4% +$5.86K ﹤0.01% 2529
2018
Q4 		$122K Sell
4,369
-1,864
-30% -$61.9K ﹤0.01% 2496
2018
Q3 		$241K Buy
6,233
+1,728
+38% +$69.9K ﹤0.01% 2358
2018
Q2 		$183K Buy
4,505
+3,166
+236% +$123K ﹤0.01% 2496
2018
Q1 		$46.2K Sell
1,339
-18
-1% -$627 ﹤0.01% 2501
2017
Q4 		$49.8K Buy
1,357
+518
+62% +$18K ﹤0.01% 2434
2017
Q3 		$29.4K Sell
839
-3,819
-82% -$122K ﹤0.01% 2422
2017
Q2 		$136K Buy
4,658
+562
+14% +$17.3K ﹤0.01% 2307
2017
Q1 		$126K Sell
4,096
-548
-12% -$17.3K ﹤0.01% 2271
2016
Q4 		$152K Buy
+4,644
New +$142K ﹤0.01% 2191
2016
Q1 		– Sell
-188,738
Closed -$4.87M – 2661
2015
Q4 		$4.87M Buy
188,738
+15,002
+9% +$414K 0.01% 1083
2015
Q3 		$4.64M Buy
173,736
+3,112
+2% +$83.5K 0.01% 1079
2015
Q2 		$4.7M Sell
170,624
-5,037
-3% -$152K ﹤0.01% 1071
2015
Q1 		$5.14M Sell
175,661
-2,615
-1% -$77.7K 0.01% 1043
2014
Q4 		$5.67M Sell
178,276
-16,384
-8% -$542K 0.01% 1006
2014
Q3 		$7.04M Buy
194,660
+65,132
+50% +$2.61M 0.01% 956
2014
Q2 		$5.52M Buy
129,528
+11,115
+9% +$433K 0.01% 1013
2014
Q1 		$4.14M Buy
118,413
+13,590
+13% +$453K ﹤0.01% 1088
2013
Q4 		$3.67M Sell
104,823
-1,332
-1% -$46.8K ﹤0.01% 1088
2013
Q3 		$3.8M Sell
106,155
-2,905
-3% -$96.6K ﹤0.01% 1049
2013
Q2 		$3.22M Buy
+109,060
New +$3.29M ﹤0.01% 1068

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS AM's SU Position: Q1 2026 in Review

UBS AM increased its Suncor Energy (SU) stake by 471% in Q1 2026, buying an estimated $388K and bringing the position to 8,513 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #2522.

UBS AM first reported a position in SU in Q2 2013 and has held it in 30 quarters since. The position peaked at $36.9M in Q2 2024. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • UBS AM held 8,513 shares of Suncor Energy worth $563K as of Q1 2026.
  • UBS AM bought 7,022 Suncor Energy shares in Q1 2026, an estimated $388K.
  • Suncor Energy made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #2522 holding.
  • UBS AM first reported a position in Suncor Energy in Q2 2013 and has held it in 30 quarters since.
  • UBS AM's Suncor Energy position peaked at $36.9M in Q2 2024.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

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