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PGB Trust & Investments
John P. Babcock · Bank/Insurer · Multi-Strategy
PGB Trust & Investments is the wealth management and trust division of Peapack-Gladstone Bank, a New Jersey-based boutique financial institution founded in 1921. The division provides specialized fiduciary services, including investment management, trust and estate administration, and tax preparation for high-net-worth individuals, families, and foundations. With a history of serving clients since the early 1970s, it focuses on delivering a high-touch, personalized experience that integrates private banking with sophisticated wealth planning solutions across several regional offices in the Northeast.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +19.3% |
| YTD return | +11.7% |
| Sharpe ratio | 3.29 |
| Win rate | 58% |
| AUM | $2.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 16, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.peapackprivate.com |
Current Holdings
Updated on Sep 16, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 15.7% | +28.4% |
| GOOGL | Alphabet Inc Class A | 15.6% | +35.2% |
| MSFT | Microsoft Corporation | 9.7% | -1.1% |
| JPM | JPMorgan Chase & Co | 7.4% | +13.1% |
| AMZN | Amazon.com Inc | 5.6% | +10.7% |
| JNJ | Johnson & Johnson | 4.1% | +39.9% |
| BRK-A | Berkshire Hathaway Inc | 3.9% | +5.4% |
| AMAT | Applied Materials Inc | 3.5% | +41.7% |
| V | Visa Inc. Class A | 3.5% | +7.5% |
| LLY | Eli Lilly and Company | 3.4% | +28.3% |
| MRK | Merck & Company Inc | 3.1% | +54.8% |
| XOM | Exxon Mobil Corp | 3.1% | +38.9% |
| NVDA | NVIDIA Corporation | 2.9% | +12.7% |
| COST | Costco Wholesale Corp | 2.8% | -3.7% |
| META | Meta Platforms Inc. | 2.8% | -2.7% |
| BLK | BlackRock Inc | 2.7% | -0.4% |
| UNP | Union Pacific Corporation | 2.7% | +4.0% |
| CSCO | Cisco Systems Inc | 2.7% | +10.0% |
| CVX | Chevron Corp | 2.5% | +5.8% |
| HD | The Home Depot Inc | 2.3% | -8.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | V | 3.3% → 3.5% |
| Aug 31, 2026 | SELL | BRK-A | 3.9% → 3.9% |
| Aug 31, 2026 | SELL | XOM | 4.2% → 3.1% |
| Aug 31, 2026 | BUY | GOOGL | 15.9% → 15.6% |
| Aug 31, 2026 | SELL | TJX | 2.4% → 0.0% |
Investment Style Analysis
PGB Trust & Investments is widely recognized for employing a Multi-Strategy strategy. As of Sep 16, 2026, the firm oversees approximately $2.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Content & Information and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, PGB Trust & Investments made a significant move by increasing exposure to V. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution's investment philosophy centers on a disciplined, client-centric approach aimed at long-term capital preservation and consistent growth. PGB Trust & Investments utilizes customized portfolio construction tailored to the specific risk tolerance and financial goals of its clients, often combining traditional equity and fixed-income strategies with comprehensive fiduciary oversight. Their strategy emphasizes risk management and a rigorous selection process, leveraging their boutique banking structure to provide flexible and integrated wealth solutions that adapt to changing market conditions while prioritizing the client's multi-generational legacy.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with PGB Trust & Investments.
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Frequently asked questions
How is the simulated portfolio for PGB Trust & Investments constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is PGB Trust & Investments's largest holding?
As of the latest filing, PGB Trust & Investments's top position is Apple Inc (AAPL), representing 15.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is PGB Trust & Investments's historical performance and risk profile?
Our simulation indicates a total return of +19.3% with a win rate of 58%. Notably, the portfolio maintains a Sharpe Ratio of 3.29, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does PGB Trust & Investments primarily invest in?
PGB Trust & Investments has a strong preference for the Internet Content & Information sector, which makes up 18.4% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is PGB Trust & Investments's portfolio concentrated or diversified?
PGB Trust & Investments runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 41.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has PGB Trust & Investments performed in 2026?
Our AI-simulated model portfolio for PGB Trust & Investments tracks a Year-to-Date (YTD) return of +11.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does John P. Babcock manage PGB Trust & Investments directly?
Yes, John P. Babcock serves as the key portfolio manager for PGB Trust & Investments, overseeing the investment strategy and final capital allocation decisions.