UBS Group
XAGG

UBS Group’s Eaton Vance Income Opportunities ETF XAGG Stock Holding History

UBS Group’s Portfolio XAGG Stock Details XAGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$45.5M Buy
917,164
+460,149
+101% +$23.3M 0.01% 1740
2025
Q4 		$23M Buy
+457,015
New +$23M ﹤0.01% 2455

Other funds holding XAGG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group's XAGG Position: Q1 2026 in Review

UBS Group increased its Eaton Vance Income Opportunities ETF (XAGG) stake by 101% in Q1 2026, buying an estimated $23.3M and bringing the position to 917,164 shares worth $45.5M. The position accounts for 0.01% of the portfolio, ranked #1740.

UBS Group first reported a position in XAGG in Q4 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold XAGG as of Q1 2026.

  • UBS Group held 917,164 shares of Eaton Vance Income Opportunities ETF worth $45.5M as of Q1 2026.
  • UBS Group bought 460,149 Eaton Vance Income Opportunities ETF shares in Q1 2026, an estimated $23.3M.
  • Eaton Vance Income Opportunities ETF made up 0.01% of UBS Group's portfolio in Q1 2026, its #1740 holding.
  • UBS Group first reported a position in Eaton Vance Income Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Eaton Vance Income Opportunities ETF as of Q1 2026.

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