UBS Group
PFSI icon

UBS Group’s PennyMac Financial PFSI Stock Holding History

UBS Group’s Portfolio PFSI Stock Details PFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,000
Closed -$666K – 9756
2023
Q3 		$666K Sell
10,000
-70,600
-88% -$5.08M ﹤0.01% 4427
2023
Q2 		$5.67M Buy
+80,600
New +$5.1M ﹤0.01% 2458
2023
Q1 		– Sell
-179,900
Closed -$10.2M – 10183
2022
Q4 		$10.2M Buy
+179,900
New +$9.53M ﹤0.01% 1916
2021
Q3 		– Sell
-13,700
Closed -$846K – 9943
2021
Q2 		$846K Buy
+13,700
New +$832K ﹤0.01% 4317

Other funds holding PFSI

MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group's PFSI Position: Q2 2026 in Review

UBS Group reduced its PennyMac Financial (PFSI) stake by 71% in Q2 2026, selling an estimated $11.3M and leaving 53,817 shares worth $4.69M. The position accounts for ﹤0.01% of the portfolio, ranked #4227.

UBS Group first reported a position in PFSI in Q4 2014 and has held it in 45 quarters since. The position peaked at $20.6M in Q3 2025. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • UBS Group held 53,817 shares of PennyMac Financial worth $4.69M as of Q2 2026.
  • UBS Group sold 129,919 PennyMac Financial shares in Q2 2026, an estimated $11.3M.
  • PennyMac Financial made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4227 holding.
  • UBS Group first reported a position in PennyMac Financial in Q4 2014 and has held it in 45 quarters since.
  • UBS Group's PennyMac Financial position peaked at $20.6M in Q3 2025.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

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