UBS Group AG: PEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UBS Group AG on PEN, newest first. How the timeline and the estimate are built.

UBS Group AG held 801,511 PEN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 801,511 shares
Change vs previous 13F +144,461 shares
0.02% of the 13F portfolio, value $253,077,101.
13F-HR 0001610520-26-000103 filed by UBS Group AG
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 97,689 shares
- UBS Group AG: 703,822 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 657,050 shares
Change vs previous 13F +416,568 shares
0.02% of the 13F portfolio, value $215,755,510.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 96,715 shares
- UBS Group AG: 560,335 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 240,482 shares
Change vs previous 13F -42,260 shares
0.01% of the 13F portfolio, value $74,768,258.
13F-HR 0001610520-26-000004 filed by UBS Group AG
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 90,110 shares
- UBS Group AG: 150,372 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 282,742 shares
Change vs previous 13F +18,875 shares
0.01% of the 13F portfolio, value $71,624,202.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 92,175 shares
- UBS Group AG: 190,567 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 263,867 shares
Change vs previous 13F +15,370 shares
0.01% of the 13F portfolio, value $67,716,187.
13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 173,827 shares
- UBS Group AG: 90,040 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 248,497 shares
Change vs previous 13F +53,824 shares
0.01% of the 13F portfolio, value $66,450,583.
13F-HR 0000950123-25-004922 filed by UBS Group AG
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 109,543 shares
- UBS Group AG: 138,954 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 194,673 shares
Change vs previous 13F +80,868 shares
0.01% of the 13F portfolio, value $46,230,942.
13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 111,500 shares
- UBS Group AG: 83,173 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 113,805 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $22,113,449.
13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 97,571 shares
- UBS Group AG: 16,234 shares
Acceptance time not in the bulk data set (spec §4.2).