UBS Group
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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
Q3 		$30.8K Buy
966
+835
+637% +$26.4K ﹤0.01% 8087
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 +$25.2K ﹤0.01% 7213

Other funds holding PBJL

Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Centaurus Financial
Centaurus Financial Anaheim, California $2.59B AUM 20.02% 1-Year Est. Return
Jim Saulnier & Associates
Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return
Blue Water Asset Management
Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Long Island Wealth Management
Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

UBS Group's PBJL Position: Q3 2026 in Review

UBS Group increased its PGIM US Large-Cap Buffer 20 ETF - July (PBJL) stake by 637% in Q3 2026, buying an estimated $26.4K and bringing the position to 966 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #8087.

UBS Group first reported a position in PBJL in Q3 2024 and has held it in 7 quarters since. The position peaked at $178K in Q3 2025. 17 funds tracked by Wall St. Rank hold PBJL as of Q3 2026.

  • UBS Group held 966 shares of PGIM US Large-Cap Buffer 20 ETF - July worth $30.8K as of Q3 2026.
  • UBS Group bought 835 PGIM US Large-Cap Buffer 20 ETF - July shares in Q3 2026, an estimated $26.4K.
  • PGIM US Large-Cap Buffer 20 ETF - July made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8087 holding.
  • UBS Group first reported a position in PGIM US Large-Cap Buffer 20 ETF - July in Q3 2024 and has held it in 7 quarters since.
  • UBS Group's PGIM US Large-Cap Buffer 20 ETF - July position peaked at $178K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - July as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.