UBS Group
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UBS Group’s PGIM US Large-Cap Buffer 20 ETF January PBJA Stock Holding History

UBS Group’s Portfolio PBJA Stock Details PBJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-48
Closed -$1.46K – 10881
2026
Q1 		$1.46K Buy
+48
New +$1.48K ﹤0.01% 9527
2025
Q4 		– Sell
-70
Closed -$2.11K – 10997
2025
Q3 		$2.11K Sell
70
-1,777
-96% -$52.6K ﹤0.01% 9222
2025
Q2 		$53.7K Buy
+1,847
New +$51.6K ﹤0.01% 7709

Other funds holding PBJA

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
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
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

UBS Group's PBJA Position: Q2 2026 in Review

UBS Group sold out of PGIM US Large-Cap Buffer 20 ETF January (PBJA) in Q2 2026, closing a stake of 48 shares — an estimated $1.46K sold.

UBS Group first reported a position in PBJA in Q2 2025 and held it in 3 quarters. The position peaked at $53.7K in Q2 2025. 21 funds tracked by Wall St. Rank hold PBJA as of Q2 2026.

  • UBS Group reported no remaining PGIM US Large-Cap Buffer 20 ETF January position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 48 PGIM US Large-Cap Buffer 20 ETF January shares in Q2 2026, an estimated $1.46K.
  • UBS Group first reported a position in PGIM US Large-Cap Buffer 20 ETF January in Q2 2025 and held it in 3 quarters.
  • UBS Group's PGIM US Large-Cap Buffer 20 ETF January position peaked at $53.7K in Q2 2025.
  • 21 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF January as of Q2 2026.

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