UBS Group
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UBS Group’s PGIM US Large-Cap Buffer 20 ETF March PBMR Stock Holding History

UBS Group’s Portfolio PBMR Stock Details PBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,087
Closed -$33.2K – 11299
2025
Q4 		$33.2K Sell
1,087
-1,137
-51% -$34.2K ﹤0.01% 7465
2025
Q3 		$66.3K Sell
2,224
-150
-6% -$4.4K ﹤0.01% 7378
2025
Q2 		$68.5K Buy
2,374
+517
+28% +$14.3K ﹤0.01% 7528
2025
Q1 		$51K Buy
1,857
+1,809
+3,769% +$50.2K ﹤0.01% 7578
2024
Q4 		$1.32K Hold
48
– – ﹤0.01% 9264
2024
Q3 		$1.29K Hold
48
– – ﹤0.01% 8671
2024
Q2 		$1.25K Buy
+48
New +$1.23K ﹤0.01% 8613

Other funds holding PBMR

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $193M AUM 25.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

UBS Group's PBMR Position: Q1 2026 in Review

UBS Group sold out of PGIM US Large-Cap Buffer 20 ETF March (PBMR) in Q1 2026, closing a stake of 1,087 shares — an estimated $33.2K sold.

UBS Group first reported a position in PBMR in Q2 2024 and held it in 7 quarters. The position peaked at $68.5K in Q2 2025. 16 funds tracked by Wall St. Rank hold PBMR as of Q1 2026.

  • UBS Group reported no remaining PGIM US Large-Cap Buffer 20 ETF March position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 1,087 PGIM US Large-Cap Buffer 20 ETF March shares in Q1 2026, an estimated $33.2K.
  • UBS Group first reported a position in PGIM US Large-Cap Buffer 20 ETF March in Q2 2024 and held it in 7 quarters.
  • UBS Group's PGIM US Large-Cap Buffer 20 ETF March position peaked at $68.5K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF March as of Q1 2026.

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