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
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

FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM

UBS Group's PBJL Position: Q4 2025 in Review

UBS Group sold out of PGIM US Large-Cap Buffer 20 ETF - July (PBJL) in Q4 2025, closing a stake of 6,052 shares — an estimated $178K sold.

UBS Group first reported a position in PBJL in Q3 2024 and held it in 5 quarters. The position peaked at $178K in Q3 2025. 14 funds tracked by Wall St. Rank hold PBJL as of Q4 2025.

  • UBS Group reported no remaining PGIM US Large-Cap Buffer 20 ETF - July position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 6,052 PGIM US Large-Cap Buffer 20 ETF - July shares in Q4 2025, an estimated $178K.
  • UBS Group first reported a position in PGIM US Large-Cap Buffer 20 ETF - July in Q3 2024 and held it in 5 quarters.
  • UBS Group's PGIM US Large-Cap Buffer 20 ETF - July position peaked at $178K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - July as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.