UBS Group
PBFR

UBS Group’s PGIM Laddered S&P 500 Buffer 20 ETF PBFR Stock Holding History

UBS Group’s Portfolio PBFR Stock Details PBFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,174
Closed -$56.9K – 10987
2025
Q1 		$56.9K Buy
2,174
+2,047
+1,612% +$54.4K ﹤0.01% 7481
2024
Q4 		$3.36K Buy
+127
New +$3.34K ﹤0.01% 8890

Other funds holding PBFR

BF
Brucke Financial Indianapolis, Indiana $225M AUM 26.25% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
FCG
Financial Connections Group Corte Madera, California $288M AUM 15.87% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

UBS Group's PBFR Position: Q2 2025 in Review

UBS Group sold out of PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) in Q2 2025, closing a stake of 2,174 shares — an estimated $56.9K sold.

UBS Group first reported a position in PBFR in Q4 2024 and held it in 2 quarters. The position peaked at $56.9K in Q1 2025. 13 funds tracked by Wall St. Rank hold PBFR as of Q2 2025.

  • UBS Group reported no remaining PGIM Laddered S&P 500 Buffer 20 ETF position as of Q2 2025 after selling out during the quarter.
  • UBS Group sold 2,174 PGIM Laddered S&P 500 Buffer 20 ETF shares in Q2 2025, an estimated $56.9K.
  • UBS Group first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q4 2024 and held it in 2 quarters.
  • UBS Group's PGIM Laddered S&P 500 Buffer 20 ETF position peaked at $56.9K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.