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
2026
Q2 		$4.75K Buy
+155
New +$4.68K ﹤0.01% 9013
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 $8.83B AUM 27.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group's PBFR Position: Q2 2026 in Review

UBS Group opened a new position in PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) in Q2 2026: 155 shares worth $4.75K. The stake represents ﹤0.01% of the portfolio and ranks #9013 among its holdings. This is a return to the name: UBS Group previously reported a position in PBFR as recently as Q1 2025.

UBS Group first reported a position in PBFR in Q4 2024 and has held it in 3 quarters since. The position peaked at $56.9K in Q1 2025. 42 funds tracked by Wall St. Rank hold PBFR as of Q2 2026.

  • UBS Group held 155 shares of PGIM Laddered S&P 500 Buffer 20 ETF worth $4.75K as of Q2 2026.
  • PGIM Laddered S&P 500 Buffer 20 ETF was a new UBS Group position in Q2 2026.
  • PGIM Laddered S&P 500 Buffer 20 ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9013 holding.
  • UBS Group first reported a position in PGIM Laddered S&P 500 Buffer 20 ETF in Q4 2024 and has held it in 3 quarters since.
  • UBS Group's PGIM Laddered S&P 500 Buffer 20 ETF position peaked at $56.9K in Q1 2025.
  • 42 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 20 ETF as of Q2 2026.

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