UBS Group
PBJN

UBS Group’s PGIM US Large-Cap Buffer 20 ETF - June PBJN Stock Holding History

UBS Group’s Portfolio PBJN Stock Details PBJN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.9K Buy
97
+82
+547% +$2.46K ﹤0.01% 9180
2025
Q4 		$449 Buy
+15
New +$443 ﹤0.01% 9957
2024
Q4 		– Sell
-94
Closed -$2.47K – 10531
2024
Q3 		$2.47K Hold
94
– – ﹤0.01% 8422
2024
Q2 		$2.39K Buy
+94
New +$2.38K ﹤0.01% 8366

Other funds holding PBJN

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return
BDPWM
Barnes Dennig Private Wealth Management Cincinnati, Ohio $125M AUM 74.2% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $229M AUM 17.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

UBS Group's PBJN Position: Q1 2026 in Review

UBS Group increased its PGIM US Large-Cap Buffer 20 ETF - June (PBJN) stake by 547% in Q1 2026, buying an estimated $2.46K and bringing the position to 97 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #9180.

UBS Group first reported a position in PBJN in Q2 2024 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold PBJN as of Q1 2026.

  • UBS Group held 97 shares of PGIM US Large-Cap Buffer 20 ETF - June worth $2.9K as of Q1 2026.
  • UBS Group bought 82 PGIM US Large-Cap Buffer 20 ETF - June shares in Q1 2026, an estimated $2.46K.
  • PGIM US Large-Cap Buffer 20 ETF - June made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9180 holding.
  • UBS Group first reported a position in PGIM US Large-Cap Buffer 20 ETF - June in Q2 2024 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - June as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.