UBS Group AG
Position in ETJ — Eaton Vance Risk-Managed Diversified Equity Income Fund
CIK 1610520
ZURICH, V8
Position in ETJ
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$754,066
-$129,679 QoQ
Shares Held
92,297
-7.9% QoQ
Ownership
0.137%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 10.664485302880918.ToString("F0")%
Shared 0.ToString("F0")%
None 89.33551469711908.ToString("F0")%
Common Shares in ETJ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026UBS Group AG holds $8,381,199,267 across 471 Asset Management names. ETJ ranks #278 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,221,365 | $1,174,598,929 | |
| 2 | BX |
Blackstone Inc.
|
7,463,536 | $858,232,003 | |
| 3 | APO |
Apollo Global Management, Inc.
|
6,440,923 | $717,647,637 | |
| 4 | AMP |
Ameriprise Financial Inc
|
1,166,069 | $518,201,063 | |
| 5 | KKR |
KKR & Co. Inc.
|
3,369,468 | $311,675,789 | |
| 6 | ARCC |
Ares Capital Corp
|
14,316,545 | $257,984,139 | |
| 7 | TROW |
Price T Rowe Group Inc
|
2,459,817 | $221,727,902 | |
| 8 | STT |
State Street Corp
|
1,711,403 | $216,595,162 |
All Filings in ETJ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $754,066 | 92,297 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $883,745 | 100,198 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $722,380 | 80,354 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $781,760 | 86,478 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $690,301 | 81,596 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $560,257 | 60,178 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $551,715 | 59,904 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $841,097 | 95,797 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $579,113 | 69,355 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $443,177 | 56,528 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $334,709 | 43,582 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $388,566 | 47,271 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $415,609 | 52,278 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $557,234 | 74,298 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $517,105 | 62,528 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $539,537 | 64,384 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $651,763 | 65,968 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $780,764 | 73,037 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $778,680 | 72,842 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $836,328 | 72,598 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $734,484 | 68,134 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $637,536 | 61,479 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $599,779 | 62,673 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $625,844 | 65,465 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $536,847 | 64,525 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||