UBS Group
PBSE

UBS Group’s PGIM US Large-Cap Buffer 20 ETF - September PBSE Stock Holding History

UBS Group’s Portfolio PBSE Stock Details PBSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1
Closed -$28 – 11097
2025
Q2 		$28 Hold
1
– – ﹤0.01% 10098
2025
Q1 		$26 Hold
1
– – ﹤0.01% 10068
2024
Q4 		$27 Buy
+1
New +$26 ﹤0.01% 9755

Other funds holding PBSE

RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

UBS Group's PBSE Position: Q3 2025 in Review

UBS Group sold out of PGIM US Large-Cap Buffer 20 ETF - September (PBSE) in Q3 2025, closing a stake of 1 share — an estimated $28 sold.

UBS Group first reported a position in PBSE in Q4 2024 and held it in 3 quarters. The position peaked at $28 in Q2 2025. 8 funds tracked by Wall St. Rank hold PBSE as of Q3 2025.

  • UBS Group reported no remaining PGIM US Large-Cap Buffer 20 ETF - September position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 1 PGIM US Large-Cap Buffer 20 ETF - September share in Q3 2025, an estimated $28.
  • UBS Group first reported a position in PGIM US Large-Cap Buffer 20 ETF - September in Q4 2024 and held it in 3 quarters.
  • UBS Group's PGIM US Large-Cap Buffer 20 ETF - September position peaked at $28 in Q2 2025.
  • 8 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 20 ETF - September as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.