UBS Group’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.48M | Sell |
37,500
-306,700
| -89% | -$17M | ﹤0.01% | 4775 |
|
|
2025
Q4 | $15.3M | Hold |
344,200
| – | – | ﹤0.01% | 2846 |
|
|
2025
Q3 | $14.4M | Sell |
344,200
-10,000
| -3% | -$401K | ﹤0.01% | 2921 |
|
|
2025
Q2 | $13.3M | Buy |
354,200
+25,000
| +8% | +$904K | ﹤0.01% | 2807 |
|
|
2025
Q1 | $12.7M | Sell |
329,200
-187,100
| -36% | -$7.14M | ﹤0.01% | 2802 |
|
|
2024
Q4 | $18.4M | Buy |
516,300
+73,600
| +17% | +$2.83M | ﹤0.01% | 2413 |
|
|
2024
Q3 | $16.3M | Buy |
442,700
+214,500
| +94% | +$8.28M | ﹤0.01% | 1988 |
|
|
2024
Q2 | $8.69M | Hold |
228,200
| – | – | ﹤0.01% | 2332 |
|
|
2024
Q1 | $8.42M | Buy |
228,200
+38,900
| +21% | +$1.31M | ﹤0.01% | 2429 |
|
|
2023
Q4 | $6.07M | Buy |
+189,300
| New | +$6.18M | ﹤0.01% | 2571 |
|
|
2023
Q1 | – | Sell |
-48,000
| Closed | -$1.52M | – | 10336 |
|
|
2022
Q4 | $1.52M | Hold |
48,000
| – | – | ﹤0.01% | 3660 |
|
|
2022
Q3 | $1.35M | Buy |
+48,000
| New | +$1.52M | ﹤0.01% | 3486 |
|
|
2022
Q1 | – | Sell |
-200,000
| Closed | -$5.01M | – | 10871 |
|
|
2021
Q4 | $5.01M | Hold |
200,000
| – | – | ﹤0.01% | 2816 |
|
|
2021
Q3 | $4.15M | Buy |
+200,000
| New | +$4M | ﹤0.01% | 2873 |
|
|
2021
Q1 | – | Sell |
-8,700
| Closed | -$146K | – | 9449 |
|
|
2020
Q4 | $146K | Hold |
8,700
| – | – | ﹤0.01% | 5448 |
|
|
2020
Q3 | $106K | Hold |
8,700
| – | – | ﹤0.01% | 5145 |
|
|
2020
Q2 | $147K | Sell |
8,700
-106,400
| -92% | -$1.82M | ﹤0.01% | 5025 |
|
|
2020
Q1 | $1.82M | Sell |
115,100
-136,200
| -54% | -$3.57M | ﹤0.01% | 2849 |
|
|
2019
Q4 | $8.24M | Hold |
251,300
| – | – | ﹤0.01% | 2130 |
|
|
2019
Q3 | $7.94M | Sell |
251,300
-31,900
| -11% | -$960K | ﹤0.01% | 1952 |
|
|
2019
Q2 | $8.82M | Buy |
283,200
+79,500
| +39% | +$2.54M | ﹤0.01% | 1867 |
|
|
2019
Q1 | $6.61M | Sell |
203,700
-453,300
| -69% | -$14.8M | ﹤0.01% | 1985 |
|
|
2018
Q4 | $18.4M | Sell |
657,000
-147,400
| -18% | -$4.9M | 0.01% | 1140 |
|
|
2018
Q3 | $31.1M | Buy |
804,400
+135,500
| +20% | +$5.48M | 0.01% | 923 |
|
|
2018
Q2 | $27.2M | Sell |
668,900
-4,357,110
| -87% | -$170M | 0.01% | 984 |
|
|
2018
Q1 | $174M | Buy |
5,026,010
+211,800
| +4% | +$7.38M | 0.07% | 264 |
|
|
2017
Q4 | $177M | Buy |
4,814,210
+114,357
| +2% | +$3.97M | 0.07% | 272 |
|
|
2017
Q3 | $165M | Buy |
4,699,853
+100,100
| +2% | +$3.2M | 0.08% | 258 |
|
|
2017
Q2 | $134M | Buy |
+4,599,753
| New | +$141M | 0.07% | 295 |
|
|
2017
Q1 | – | Sell |
-207,700
| Closed | -$6.79M | – | 7949 |
|
|
2016
Q4 | $6.79M | Hold |
207,700
| – | – | ﹤0.01% | 1811 |
|
|
2016
Q3 | $5.77M | Hold |
207,700
| – | – | ﹤0.01% | 1894 |
|
|
2016
Q2 | $5.76M | Hold |
207,700
| – | – | ﹤0.01% | 1822 |
|
|
2016
Q1 | $5.78M | Sell |
207,700
-26,700
| -11% | -$646K | ﹤0.01% | 1746 |
|
|
2015
Q4 | $6.05M | Hold |
234,400
| – | – | ﹤0.01% | 1805 |
|
|
2015
Q3 | $6.26M | Sell |
234,400
-800
| -0.3% | -$21.5K | ﹤0.01% | 1728 |
|
|
2015
Q2 | $6.47M | Buy |
235,200
+3,500
| +2% | +$106K | ﹤0.01% | 1834 |
|
|
2015
Q1 | $6.78M | Sell |
231,700
-357,800
| -61% | -$10.6M | ﹤0.01% | 1803 |
|
|
2014
Q4 | $18.7M | Buy |
+589,500
| New | +$19.5M | 0.01% | 1033 |
|
Other funds holding SU
EIM
VCM
UBS Group's SU Position: Q1 2026 in Review
UBS Group increased its Suncor Energy (SU) stake by 116% in Q1 2026, buying an estimated $162M and bringing the position to 5,441,421 shares worth $360M. The position accounts for 0.05% of the portfolio, ranked #363.
UBS Group first reported a position in SU in Q4 2014 and has held it in 46 quarters since. The position peaked at $673M in Q2 2018. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.
- UBS Group held 5,441,421 shares of Suncor Energy worth $360M as of Q1 2026.
- UBS Group bought 2,927,019 Suncor Energy shares in Q1 2026, an estimated $162M.
- Suncor Energy made up 0.05% of UBS Group's portfolio in Q1 2026, its #363 holding.
- UBS Group first reported a position in Suncor Energy in Q4 2014 and has held it in 46 quarters since.
- UBS Group's Suncor Energy position peaked at $673M in Q2 2018.
- 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.