UBS Group
SM icon

UBS Group’s SM Energy SM Stock Holding History

UBS Group’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-74,900
Closed -$1.16M – 8124
2018
Q4 		$1.16M Sell
74,900
-13,200
-15% -$305K ﹤0.01% 3535
2018
Q3 		$2.78M Sell
88,100
-9,100
-9% -$261K ﹤0.01% 2902
2018
Q2 		$2.5M Sell
97,200
-25,500
-21% -$596K ﹤0.01% 2968
2018
Q1 		$2.21M Sell
122,700
-28,300
-19% -$612K ﹤0.01% 3049
2017
Q4 		$3.33M Sell
151,000
-2,000
-1% -$40.4K ﹤0.01% 2740
2017
Q3 		$2.71M Sell
153,000
-3,900
-2% -$61K ﹤0.01% 2827
2017
Q2 		$2.59M Sell
156,900
-99,200
-39% -$1.97M ﹤0.01% 2763
2017
Q1 		$6.15M Buy
256,100
+200,500
+361% +$5.55M ﹤0.01% 1912
2016
Q4 		$1.92M Buy
+55,600
New +$2.01M ﹤0.01% 2949
2016
Q1 		– Sell
-87,500
Closed -$1.72M – 8114
2015
Q4 		$1.72M Hold
87,500
– – ﹤0.01% 2937
2015
Q3 		$2.8M Hold
87,500
– – ﹤0.01% 2447
2015
Q2 		$4.04M Buy
87,500
+87,300
+43,650% +$4.61M ﹤0.01% 2300
2015
Q1 		$10K Sell
200
-1,600
-89% -$69.4K ﹤0.01% 7641
2014
Q4 		$69K Buy
+1,800
New +$90.2K ﹤0.01% 6084

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's SM Position: Q1 2026 in Review

UBS Group increased its SM Energy (SM) stake by 212% in Q1 2026, buying an estimated $32.3M and bringing the position to 2,079,848 shares worth $64.8M. The position accounts for 0.01% of the portfolio, ranked #1382.

UBS Group first reported a position in SM in Q4 2014 and has held it in 46 quarters since. 511 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • UBS Group held 2,079,848 shares of SM Energy worth $64.8M as of Q1 2026.
  • UBS Group bought 1,413,778 SM Energy shares in Q1 2026, an estimated $32.3M.
  • SM Energy made up 0.01% of UBS Group's portfolio in Q1 2026, its #1382 holding.
  • UBS Group first reported a position in SM Energy in Q4 2014 and has held it in 46 quarters since.
  • 511 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

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