UBS Group’s PGIM US Large-Cap Buffer 20 ETF February PBFB Stock Holding History

UBS Group’s Portfolio PBFB Stock Details PBFB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$555	Buy	+17	New	+$549	﹤0.01%	10571
2026 Q2	–	Sell	-40	Closed	-$1.2K	–	11137
2026 Q1	$1.2K	Sell	40 -1,080	-96%	-$32.9K	﹤0.01%	9589
2025 Q4	$34.1K	Buy	1,120 +449	+67%	+$13.5K	﹤0.01%	7452
2025 Q3	$19.9K	Sell	671 -141	-17%	-$4.11K	﹤0.01%	8157
2025 Q2	$23.2K	Sell	812 -82	-9%	-$2.25K	﹤0.01%	8338
2025 Q1	$24.3K	Buy	+894	New	+$24.7K	﹤0.01%	8100

Other funds holding PBFB

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Three Seasons Wealth Salt Lake City, Utah $1.12B AUM 34.1% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

UBS Group's PBFB Position: Q3 2026 in Review

UBS Group opened a new position in PGIM US Large-Cap Buffer 20 ETF February (PBFB) in Q3 2026: 17 shares worth $555. The stake represents ﹤0.01% of the portfolio and ranks #10571 among its holdings. This is a return to the name: UBS Group previously reported a position in PBFB as recently as Q1 2026.

UBS Group first reported a position in PBFB in Q1 2025 and has held it in 6 quarters since. The position peaked at $34.1K in Q4 2025. 15 funds tracked by Wall St. Rank hold PBFB as of Q3 2026.

UBS Group held 17 shares of PGIM US Large-Cap Buffer 20 ETF February worth $555 as of Q3 2026.
PGIM US Large-Cap Buffer 20 ETF February was a new UBS Group position in Q3 2026.
PGIM US Large-Cap Buffer 20 ETF February made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #10571 holding.
UBS Group first reported a position in PGIM US Large-Cap Buffer 20 ETF February in Q1 2025 and has held it in 6 quarters since.
UBS Group's PGIM US Large-Cap Buffer 20 ETF February position peaked at $34.1K in Q4 2025.
15 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF February as of Q3 2026.

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