UBS Group
EVH icon

UBS Group’s Evolent Health EVH Stock Holding History

UBS Group’s Portfolio EVH Stock Details EVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-25,000
Closed -$281K – 10346
2024
Q4 		$281K Hold
25,000
– – ﹤0.01% 6234
2024
Q3 		$707K Buy
+25,000
New +$644K ﹤0.01% 4959
2021
Q4 		– Sell
-40,000
Closed -$1.24M – 10369
2021
Q3 		$1.24M Buy
+40,000
New +$960K ﹤0.01% 3996

Other funds holding EVH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's EVH Position: Q1 2026 in Review

UBS Group increased its Evolent Health (EVH) stake by 33% in Q1 2026, buying an estimated $6.47M and bringing the position to 8,150,361 shares worth $18.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2676.

UBS Group first reported a position in EVH in Q2 2015 and has held it in 42 quarters since. The position peaked at $31.7M in Q2 2025. 191 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

  • UBS Group held 8,150,361 shares of Evolent Health worth $18.6M as of Q1 2026.
  • UBS Group bought 2,040,743 Evolent Health shares in Q1 2026, an estimated $6.47M.
  • Evolent Health made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2676 holding.
  • UBS Group first reported a position in Evolent Health in Q2 2015 and has held it in 42 quarters since.
  • UBS Group's Evolent Health position peaked at $31.7M in Q2 2025.
  • 191 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

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