UBS Group’s Penumbra PEN Stock Holding History

UBS Group’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
2023 Q3	–	Sell	-7,600	Closed	-$2.61M	–	9843
2023 Q2	$2.61M	Hold	7,600	–	–	﹤0.01%	3266
2023 Q1	$2.12M	Sell	7,600 -2,400	-24%	-$613K	﹤0.01%	3370
2022 Q4	$2.22M	Buy	+10,000	New	+$1.96M	﹤0.01%	3291

Other funds holding PEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group's PEN Position: Q1 2026 in Review

UBS Group increased its Penumbra (PEN) stake by 273% in Q1 2026, buying an estimated $139M and bringing the position to 560,335 shares worth $184M. The position accounts for 0.03% of the portfolio, ranked #655.

UBS Group first reported a position in PEN in Q3 2015 and has held it in 43 quarters since. 483 funds tracked by Wall St. Rank hold PEN as of Q1 2026.

UBS Group held 560,335 shares of Penumbra worth $184M as of Q1 2026.
UBS Group bought 409,963 Penumbra shares in Q1 2026, an estimated $139M.
Penumbra made up 0.03% of UBS Group's portfolio in Q1 2026, its #655 holding.
UBS Group first reported a position in Penumbra in Q3 2015 and has held it in 43 quarters since.
483 funds tracked by Wall St. Rank held Penumbra as of Q1 2026.

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