UBS Group
PBMY

UBS Group’s PGIM US Large-Cap Buffer 20 ETF - May PBMY Stock Holding History

UBS Group’s Portfolio PBMY Stock Details PBMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$74.3K Sell
2,456
-2,174
-47% -$65.6K ﹤0.01% 7143
2025
Q4 		$139K Buy
+4,630
New +$137K ﹤0.01% 6754
2025
Q2 		– Sell
-11
Closed -$301 – 10968
2025
Q1 		$301 Sell
11
-249
-96% -$6.86K ﹤0.01% 9838
2024
Q4 		$7.11K Sell
260
-1,389
-84% -$37.7K ﹤0.01% 8497
2024
Q3 		$44.2K Sell
1,649
-111
-6% -$2.92K ﹤0.01% 6899
2024
Q2 		$45.8K Buy
+1,760
New +$45.2K ﹤0.01% 6757

Other funds holding PBMY

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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

UBS Group's PBMY Position: Q1 2026 in Review

UBS Group reduced its PGIM US Large-Cap Buffer 20 ETF - May (PBMY) stake by 47% in Q1 2026, selling an estimated $65.6K and leaving 2,456 shares worth $74.3K. The position accounts for ﹤0.01% of the portfolio, ranked #7143.

UBS Group first reported a position in PBMY in Q2 2024 and has held it in 6 quarters since. The position peaked at $139K in Q4 2025. 11 funds tracked by Wall St. Rank hold PBMY as of Q1 2026.

  • UBS Group held 2,456 shares of PGIM US Large-Cap Buffer 20 ETF - May worth $74.3K as of Q1 2026.
  • UBS Group sold 2,174 PGIM US Large-Cap Buffer 20 ETF - May shares in Q1 2026, an estimated $65.6K.
  • PGIM US Large-Cap Buffer 20 ETF - May made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7143 holding.
  • UBS Group first reported a position in PGIM US Large-Cap Buffer 20 ETF - May in Q2 2024 and has held it in 6 quarters since.
  • UBS Group's PGIM US Large-Cap Buffer 20 ETF - May position peaked at $139K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - May as of Q1 2026.

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