UBS Group
PBJL

UBS Group’s PGIM US Large-Cap Buffer 20 ETF - July PBJL Stock Holding History

UBS Group’s Portfolio PBJL Stock Details PBJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.1K Buy
+131
New +$4.05K ﹤0.01% 9095
2025
Q4 		– Sell
-6,052
Closed -$178K – 11322
2025
Q3 		$178K Buy
6,052
+6,002
+12,004% +$174K ﹤0.01% 6736
2025
Q2 		$1.42K Hold
50
– – ﹤0.01% 9624
2025
Q1 		$1.32K Sell
50
-270
-84% -$7.27K ﹤0.01% 9536
2024
Q4 		$8.58K Sell
320
-660
-67% -$17.6K ﹤0.01% 8400
2024
Q3 		$25.8K Buy
+980
New +$25.3K ﹤0.01% 7213

Other funds holding PBJL

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 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
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return

UBS Group's PBJL Position: Q2 2026 in Review

UBS Group opened a new position in PGIM US Large-Cap Buffer 20 ETF - July (PBJL) in Q2 2026: 131 shares worth $4.1K. The stake represents ﹤0.01% of the portfolio and ranks #9095 among its holdings. This is a return to the name: UBS Group previously reported a position in PBJL as recently as Q3 2025.

UBS Group first reported a position in PBJL in Q3 2024 and has held it in 6 quarters since. The position peaked at $178K in Q3 2025. 16 funds tracked by Wall St. Rank hold PBJL as of Q2 2026.

  • UBS Group held 131 shares of PGIM US Large-Cap Buffer 20 ETF - July worth $4.1K as of Q2 2026.
  • PGIM US Large-Cap Buffer 20 ETF - July was a new UBS Group position in Q2 2026.
  • PGIM US Large-Cap Buffer 20 ETF - July made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9095 holding.
  • UBS Group first reported a position in PGIM US Large-Cap Buffer 20 ETF - July in Q3 2024 and has held it in 6 quarters since.
  • UBS Group's PGIM US Large-Cap Buffer 20 ETF - July position peaked at $178K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - July as of Q2 2026.

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