UBS Group AG

Position in EVV — Eaton Vance Ltd Duration Income Fund

CIK 1610520 ZURICH, V8

Back to EVV Full portfolio

Position in EVV

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$6,778,598

-$818,050 QoQ

Shares Held

717,312

-6.4% QoQ

Ownership

0.617%

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 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in EVV Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Mar 31, 2026

UBS Group AG holds $8,381,199,267 across 471 Asset Management names. EVV ranks #138 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 EVV

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,778,598	717,312	-6.4%	Shares	Defined	2026-05-05
2025-12-31	$7,596,648	766,564	+0.0%	Shares	Defined	2026-01-29
2025-09-30	$7,780,573	766,559	+11.9%	Shares	Defined	2025-11-13
2025-06-30	$7,031,177	685,300	-1.9%	Shares	Defined	2025-08-14
2025-03-31	$6,970,250	698,422	+6.0%	Shares	Defined	2025-05-13
2024-12-31	$6,438,224	658,979	-5.1%	Shares	Defined	2025-02-14
2024-09-30	$7,294,412	694,045	-2.7%	Shares	Sole	2024-11-14
2024-06-30	$6,947,152	713,260	-4.3%	Shares	Sole	2024-08-14
2024-03-31	$7,268,829	745,521	-6.0%	Shares	Sole	2024-05-13
2023-12-31	$7,594,008	792,694	-7.4%	Shares	Defined	2024-02-09
2023-09-30	$7,739,107	856,096	-15.5%	Shares	Defined	2023-11-09
2023-06-30	$9,481,970	1,013,031	-7.9%	Shares	Defined	2023-08-11
2023-03-31	$10,833,660	1,099,864	-9.7%	Shares	Defined	2023-05-12
2022-12-31	$11,443,395	1,218,679	+0.3%	Shares	Defined	2023-02-08
2022-09-30	$11,194,073	1,215,426	-19.4%	Shares	Defined	2022-11-10
2022-06-30	$15,581,802	1,508,403	+0.6%	Shares	Defined	2022-08-10
2022-03-31	$17,541,634	1,499,285	-3.7%	Shares	Defined	2022-05-16
2021-12-31	$20,396,870	1,557,013	-4.4%	Shares	Defined	2022-02-14
2021-09-30	$21,477,007	1,629,515	+4.2%	Shares	Defined	2021-11-15
2021-06-30	$20,732,739	1,563,555	+1.8%	Shares	Defined	2021-08-13
2021-03-31	$19,398,669	1,535,920	-4.1%	Shares	Defined	2021-05-12
2020-12-31	$20,064,426	1,601,311	+2.0%	Shares	Defined	2021-02-11
2020-09-30	$17,761,269	1,570,404	-0.4%	Shares	Defined	2020-11-12
2020-06-30	$17,776,554	1,577,334	-12.9%	Shares	Defined	2020-07-31
2020-03-31	$19,132,344	1,810,061	—	Shares	Defined	2020-05-01
No filing history on record for this holder in this stock.