UBS Group’s Penske Automotive Group PAG Stock Holding History

UBS Group’s Portfolio PAG Stock Details PAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-150,000	Closed	-$14.8M	–	11025
2022 Q3	$14.8M	Buy	+150,000	New	+$16.7M	0.01%	1480

Other funds holding PAG

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

UBS Group's PAG Position: Q2 2026 in Review

UBS Group increased its Penske Automotive Group (PAG) stake by 40% in Q2 2026, buying an estimated $11.6M and bringing the position to 245,492 shares worth $43.9M. The position accounts for 0.01% of the portfolio, ranked #1874.

UBS Group first reported a position in PAG in Q4 2014 and has held it in 47 quarters since. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

UBS Group held 245,492 shares of Penske Automotive Group worth $43.9M as of Q2 2026.
UBS Group bought 69,666 Penske Automotive Group shares in Q2 2026, an estimated $11.6M.
Penske Automotive Group made up 0.01% of UBS Group's portfolio in Q2 2026, its #1874 holding.
UBS Group first reported a position in Penske Automotive Group in Q4 2014 and has held it in 47 quarters since.
395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

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