UBS Group’s PGIM US Large-Cap Buffer 12 ETF - July JULP Stock Holding History

UBS Group’s Portfolio JULP Stock Details JULP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$131	Buy	+4	New	+$128	﹤0.01%	10068
2026 Q1	–	Sell	-16	Closed	-$493	–	11328
2025 Q4	$493	Buy	+16	New	+$486	﹤0.01%	9937
2025 Q3	–	Sell	-190	Closed	-$5.47K	–	11089
2025 Q2	$5.47K	Buy	+190	New	+$5.11K	﹤0.01%	9170

Other funds holding JULP

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group's JULP Position: Q2 2026 in Review

UBS Group opened a new position in PGIM US Large-Cap Buffer 12 ETF - July (JULP) in Q2 2026: 4 shares worth $131. The stake represents ﹤0.01% of the portfolio and ranks #10068 among its holdings. This is a return to the name: UBS Group previously reported a position in JULP as recently as Q4 2025.

UBS Group first reported a position in JULP in Q2 2025 and has held it in 3 quarters since. The position peaked at $5.47K in Q2 2025. 12 funds tracked by Wall St. Rank hold JULP as of Q2 2026.

UBS Group held 4 shares of PGIM US Large-Cap Buffer 12 ETF - July worth $131 as of Q2 2026.
PGIM US Large-Cap Buffer 12 ETF - July was a new UBS Group position in Q2 2026.
PGIM US Large-Cap Buffer 12 ETF - July made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #10068 holding.
UBS Group first reported a position in PGIM US Large-Cap Buffer 12 ETF - July in Q2 2025 and has held it in 3 quarters since.
UBS Group's PGIM US Large-Cap Buffer 12 ETF - July position peaked at $5.47K in Q2 2025.
12 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 12 ETF - July as of Q2 2026.

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