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
2017
Q3 		– Sell
-3,300
Closed -$55K – 7962
2017
Q2 		$55K Hold
3,300
– – ﹤0.01% 5582
2017
Q1 		$79K Buy
+3,300
New +$91.4K ﹤0.01% 5208
2016
Q3 		– Sell
-600,000
Closed -$16.2M – 7907
2016
Q2 		$16.2M Hold
600,000
– – 0.01% 1072
2016
Q1 		$11.2M Buy
+600,000
New +$8.28M 0.01% 1251

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group's SM Position: Q2 2026 in Review

UBS Group reduced its SM Energy (SM) stake by 59% in Q2 2026, selling an estimated $37.1M and leaving 844,527 shares worth $22M. The position accounts for ﹤0.01% of the portfolio, ranked #2582.

UBS Group first reported a position in SM in Q4 2014 and has held it in 47 quarters since. The position peaked at $64.8M in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • UBS Group held 844,527 shares of SM Energy worth $22M as of Q2 2026.
  • UBS Group sold 1,235,321 SM Energy shares in Q2 2026, an estimated $37.1M.
  • SM Energy made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2582 holding.
  • UBS Group first reported a position in SM Energy in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's SM Energy position peaked at $64.8M in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.