Swiss Life Asset Management’s Penumbra PEN Stock Holding History

Swiss Life Asset Management’s Portfolio PEN Stock Details PEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$797K	Buy	2,523 +242	+11%	+$78.4K	﹤0.01%	771
2026 Q1	$749K	Buy	2,281 +553	+32%	+$187K	﹤0.01%	730
2025 Q4	$537K	Buy	1,728 +39	+2%	+$10.8K	﹤0.01%	771
2025 Q3	$428K	Buy	1,689 +738	+78%	+$186K	﹤0.01%	764
2025 Q2	$244K	Buy	+951	New	+$259K	﹤0.01%	761

Other funds holding PEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Swiss Life Asset Management's PEN Position: Q2 2026 in Review

Swiss Life Asset Management increased its Penumbra (PEN) stake by 11% in Q2 2026, buying an estimated $78.4K and bringing the position to 2,523 shares worth $797K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Swiss Life Asset Management first reported a position in PEN in Q2 2025 and has held it in 5 quarters since. 321 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

Swiss Life Asset Management held 2,523 shares of Penumbra worth $797K as of Q2 2026.
Swiss Life Asset Management bought 242 Penumbra shares in Q2 2026, an estimated $78.4K.
Penumbra made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #771 holding.
Swiss Life Asset Management first reported a position in Penumbra in Q2 2025 and has held it in 5 quarters since.
321 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.