UBS Group
PBFB icon

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
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

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $193M AUM 25.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group's PBFB Position: Q1 2026 in Review

UBS Group reduced its PGIM US Large-Cap Buffer 20 ETF February (PBFB) stake by 96% in Q1 2026, selling an estimated $32.9K and leaving 40 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #9589.

UBS Group first reported a position in PBFB in Q1 2025 and has held it in 5 quarters since. The position peaked at $34.1K in Q4 2025. 20 funds tracked by Wall St. Rank hold PBFB as of Q1 2026.

  • UBS Group held 40 shares of PGIM US Large-Cap Buffer 20 ETF February worth $1.2K as of Q1 2026.
  • UBS Group sold 1,080 PGIM US Large-Cap Buffer 20 ETF February shares in Q1 2026, an estimated $32.9K.
  • PGIM US Large-Cap Buffer 20 ETF February made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9589 holding.
  • UBS Group first reported a position in PGIM US Large-Cap Buffer 20 ETF February in Q1 2025 and has held it in 5 quarters since.
  • UBS Group's PGIM US Large-Cap Buffer 20 ETF February position peaked at $34.1K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF February as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.