UBS Group
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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
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

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TSW
Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return

UBS Group's PBFB Position: Q2 2026 in Review

UBS Group sold out of PGIM US Large-Cap Buffer 20 ETF February (PBFB) in Q2 2026, closing a stake of 40 shares — an estimated $1.2K sold.

UBS Group first reported a position in PBFB in Q1 2025 and held it in 5 quarters. The position peaked at $34.1K in Q4 2025. 17 funds tracked by Wall St. Rank hold PBFB as of Q2 2026.

  • UBS Group reported no remaining PGIM US Large-Cap Buffer 20 ETF February position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 40 PGIM US Large-Cap Buffer 20 ETF February shares in Q2 2026, an estimated $1.2K.
  • UBS Group first reported a position in PGIM US Large-Cap Buffer 20 ETF February in Q1 2025 and held it in 5 quarters.
  • UBS Group's PGIM US Large-Cap Buffer 20 ETF February position peaked at $34.1K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF February as of Q2 2026.

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