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 Q2	–	Sell	-19,700	Closed	-$5.49M	–	9456
2023 Q1	$5.49M	Hold	19,700	–	–	﹤0.01%	2426
2022 Q4	$4.38M	Hold	19,700	–	–	﹤0.01%	2629
2022 Q3	$3.74M	Buy	+19,700	New	+$3.16M	﹤0.01%	2618

Other funds holding PEN

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group's PEN Position: Q3 2026 in Review

UBS Group increased its Penumbra (PEN) stake by 108% in Q3 2026, buying an estimated $245M and bringing the position to 1,466,748 shares worth $467M. The position accounts for 0.06% of the portfolio, ranked #311.

UBS Group first reported a position in PEN in Q3 2015 and has held it in 45 quarters since. 221 funds tracked by Wall St. Rank hold PEN as of Q3 2026.

UBS Group held 1,466,748 shares of Penumbra worth $467M as of Q3 2026.
UBS Group bought 762,926 Penumbra shares in Q3 2026, an estimated $245M.
Penumbra made up 0.06% of UBS Group's portfolio in Q3 2026, its #311 holding.
UBS Group first reported a position in Penumbra in Q3 2015 and has held it in 45 quarters since.
221 funds tracked by Wall St. Rank held Penumbra as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.