UBS Group
PBL icon

UBS Group’s PGIM Portfolio Ballast ETF PBL Stock Holding History

UBS Group’s Portfolio PBL Stock Details PBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,083
Closed -$64.6K – 10996
2025
Q3 		$64.6K Sell
2,083
-505
-20% -$15.2K ﹤0.01% 7392
2025
Q2 		$75.8K Buy
2,588
+99
+4% +$2.76K ﹤0.01% 7454
2025
Q1 		$68.3K Buy
2,489
+1,820
+272% +$51.4K ﹤0.01% 7341
2024
Q4 		$18.8K Buy
669
+519
+346% +$15.6K ﹤0.01% 7915
2024
Q3 		$4.45K Buy
150
+143
+2,043% +$4.11K ﹤0.01% 8142
2024
Q2 		$199 Sell
7
-63
-90% -$1.73K ﹤0.01% 9078
2024
Q1 		$1.93K Buy
+70
New +$1.85K ﹤0.01% 8017

Other funds holding PBL

CSP
Cary Street Partners Richmond, Virginia $4.04B AUM 18.4% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $392M AUM 21.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return