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UA

Ubs Group Ag

EFR
10% OWNER · EATON VANCE SENIOR FLOATING-RATE TRUST · CIK 0001610520
FILING MIX · LIFETIME30%/70%
BUYS
20
SELLS
47
TOTAL VALUE
$261.79M
COMPANIES
22
ACTIVE SINCE
Jan 2020
HOLDINGS NOW
178,078
AVG SELL PX
$76.94
TRADE KIND
SHOWING 67 / 67
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
44 backtested trades · 8 horizons · 2 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Ubs Group Ag, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d44+54.55%-5.62%+2.46%-8.07%-1.18%-3.90
14d44+47.73%-9.26%+3.93%-13.19%-1.79%-4.29
30d44+38.64%-22.69%+7.57%-30.26%-4.58%-5.52
60d44+34.09%-26.47%+9.85%-36.33%-4.98%-5.59
90d44+27.27%-28.75%+10.44%-39.20%-9.06%-6.05
180d44+34.09%-31.77%+19.97%-51.75%-17.55%-6.32
1y44+47.73%-24.95%+29.07%-54.03%-28.88%-7.06
2y44(2 pending)+50.00%-19.79%+57.55%-77.33%-48.36%-8.51
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
EFR · 0 shares · as of May 29, 2026
0353,640707,2801,060,9191,414,559202120222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 20 buys / 47 sellsCOVERAGE · 26 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
EVF
EATON VANCE SENIOR INCOME TRUST
SALE
1,022$24,500.00$25.04M0May 29, 2026May 29, 2026 ↗View →
EVV
EATON VANCE LTD DURATION INCOME FUND
SALE
5,148$24,500.00$126.13M0May 29, 2026May 29, 2026 ↗View →
EFR
EATON VANCE SENIOR FLOATING-RATE TRUST
SALE
1,973$24,500.00$48.34M0May 29, 2026May 29, 2026 ↗View →
NDRA
ENDRA LIFE SCIENCES INC.
PURCHASE
3,715$0.55$2.1K146,012Aug 27, 2024Aug 29, 2024 ↗View →
NDRA
ENDRA LIFE SCIENCES INC.
PURCHASE
0——146,012Aug 27, 2024Sep 5, 2024 ↗View →
GAB
GABELLI EQUITY TRUST INC
SALE
18$25,000.00$450.0K0Jun 28, 2024Jun 28, 2024 ↗View →
GDV
GABELLI DIVIDEND & INCOME TRUST
SALE
39$25,000.00$975.0K0Jun 28, 2024Jun 28, 2024 ↗View →
GDV
GABELLI DIVIDEND & INCOME TRUST
SALE
6$25,000.00$150.0K0Jun 27, 2024Jun 27, 2024 ↗View →
GAB
GABELLI EQUITY TRUST INC
SALE
17$25,000.00$425.0K0Jun 26, 2024Jun 26, 2024 ↗View →
GDV
GABELLI DIVIDEND & INCOME TRUST
SALE
19$25,000.00$475.0K0Jun 26, 2024Jun 26, 2024 ↗View →
GGT
GABELLI MULTIMEDIA TRUST INC.
SALE
4$25,000.00$100.0K0Jun 26, 2024Jun 26, 2024 ↗View →
EDBL
EDIBLE GARDEN AG INC
SALE
97$6.22$60331,360Apr 25, 2024May 3, 2024 ↗View →
EDBL
EDIBLE GARDEN AG INC
SALE
100$6.16$61631,966Apr 25, 2024May 3, 2024 ↗View →
EDBL
EDIBLE GARDEN AG INC
PURCHASE
1$6.28$632,078Apr 25, 2024May 3, 2024 ↗View →
EDBL
EDIBLE GARDEN AG INC
PURCHASE
700$6.11$4.3K35,076Apr 25, 2024May 3, 2024 ↗View →
EDBL
EDIBLE GARDEN AG INC
SALE
186$6.22$1.2K31,647Apr 25, 2024May 3, 2024 ↗View →
EDBL
EDIBLE GARDEN AG INC
SALE
3,000$6.25$18.7K32,077Apr 25, 2024May 3, 2024 ↗View →
EDBL
EDIBLE GARDEN AG INC
PURCHASE
1$6.24$632,080Apr 25, 2024May 3, 2024 ↗View →
EDBL
EDIBLE GARDEN AG INC
SALE
1$5.95$632,079Apr 25, 2024May 3, 2024 ↗View →
EDBL
EDIBLE GARDEN AG INC
PURCHASE
2$5.88$1232,080Apr 25, 2024May 3, 2024 ↗View →
EDBL
EDIBLE GARDEN AG INC
PURCHASE
1$6.09$635,077Apr 25, 2024May 3, 2024 ↗View →
EDBL
EDIBLE GARDEN AG INC
SALE
33$6.22$20531,833Apr 25, 2024May 3, 2024 ↗View →
EDBL
EDIBLE GARDEN AG INC
PURCHASE
300$6.00$1.8K34,376Apr 25, 2024May 3, 2024 ↗View →
EDBL
EDIBLE GARDEN AG INC
SALE
100$6.22$62231,866Apr 25, 2024May 3, 2024 ↗View →
EDBL
EDIBLE GARDEN AG INC
SALE
190$6.24$1.2K31,457Apr 25, 2024May 3, 2024 ↗View →
EDBL
EDIBLE GARDEN AG INC
SALE
26,335$5.32$140.1K5,025Apr 25, 2024May 3, 2024 ↗View →
EDBL
EDIBLE GARDEN AG INC
SALE
14$6.16$8632,066Apr 25, 2024May 3, 2024 ↗View →
EDBL
EDIBLE GARDEN AG INC
SALE
1$6.20$634,181Apr 24, 2024May 3, 2024 ↗View →
EDBL
EDIBLE GARDEN AG INC
SALE
105$6.30$66234,076Apr 24, 2024May 3, 2024 ↗View →
PCN
PIMCO CORPORATE & INCOME STRATEGY FUND
SALE
475——0Apr 17, 2024Apr 17, 2024 ↗View →
PCQ
PIMCO CALIFORNIA MUNICIPAL INCOME FUND
SALE
4,369——0Apr 17, 2024Apr 17, 2024 ↗View →
PFL
PIMCO INCOME STRATEGY FUND
SALE
355——0Apr 17, 2024Apr 17, 2024 ↗View →
PFN
PIMCO INCOME STRATEGY FUND II
SALE
1,422——0Apr 17, 2024Apr 17, 2024 ↗View →
PHK
PIMCO HIGH INCOME FUND
SALE
1,637——0Apr 17, 2024Apr 17, 2024 ↗View →
PML
PIMCO MUNICIPAL INCOME FUND II
SALE
9,288——0Apr 17, 2024Apr 17, 2024 ↗View →
PNI
PIMCO NEW YORK MUNICIPAL INCOME FUND II
SALE
1,976——0Apr 17, 2024Apr 17, 2024 ↗View →
PTY
PIMCO CORPORATE & INCOME OPPORTUNITY FUND
SALE
3,242——0Apr 17, 2024Apr 17, 2024 ↗View →
DSM
BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC.
SALE
1,487$0.00$10Jul 12, 2023Jul 14, 2023 ↗View →
LEO
BNY MELLON STRATEGIC MUNICIPALS, INC.
SALE
2,324$0.00$20Jul 12, 2023Jul 14, 2023 ↗View →
SBI
WESTERN ASSET INTERMEDIATE MUNI FUND INC.
SALE
20——0Mar 1, 2023Mar 2, 2023 ↗View →
MMU
WESTERN ASSET MANAGED MUNICIPALS FUND INC.
SALE
979——0Mar 1, 2023Mar 2, 2023 ↗View →
MMU
WESTERN ASSET MANAGED MUNICIPALS FUND INC.
PURCHASE
397$25,000.00$9.93M979Feb 24, 2023Feb 28, 2023 ↗View →
MMU
WESTERN ASSET MANAGED MUNICIPALS FUND INC.
PURCHASE
180$25,004.28$4.50M582Feb 24, 2023Feb 28, 2023 ↗View →
MMU
WESTERN ASSET MANAGED MUNICIPALS FUND INC.
PURCHASE
234$25,008.57$5.85M402Feb 24, 2023Feb 28, 2023 ↗View →
NCV
VIRTUS CONVERTIBLE & INCOME FUND
SALE
8,056——0Nov 3, 2022Nov 7, 2022 ↗View →
NCZ
VIRTUS CONVERTIBLE & INCOME FUND II
SALE
5,636——0Nov 3, 2022Nov 7, 2022 ↗View →
NCV
VIRTUS CONVERTIBLE & INCOME FUND
PURCHASE
241$5.88$1.4K273,013Feb 5, 2021Feb 12, 2021 ↗View →
NCV
VIRTUS CONVERTIBLE & INCOME FUND
PURCHASE
159$5.87$933273,172Feb 5, 2021Feb 12, 2021 ↗View →
NCV
VIRTUS CONVERTIBLE & INCOME FUND
PURCHASE
50$5.88$294273,222Feb 5, 2021Feb 12, 2021 ↗View →
EVV
EATON VANCE LTD DURATION INCOME FUND
SALE
615$9.64$5.9K0Mar 25, 2020Mar 26, 2020 ↗View →
EFR
EATON VANCE SENIOR FLOATING-RATE TRUST
SALE
501$8.93$4.5K0Mar 25, 2020Mar 26, 2020 ↗View →
EVV
EATON VANCE LTD DURATION INCOME FUND
SALE
217,253$8.86$1.93M615Mar 24, 2020Mar 25, 2020 ↗View →
EFR
EATON VANCE SENIOR FLOATING-RATE TRUST
SALE
206,119$8.37$1.73M501Mar 24, 2020Mar 25, 2020 ↗View →
EVV
EATON VANCE LTD DURATION INCOME FUND
SALE
257,889$8.34$2.15M217,868Mar 23, 2020Mar 24, 2020 ↗View →
EFR
EATON VANCE SENIOR FLOATING-RATE TRUST
SALE
304,485$7.99$2.43M206,620Mar 23, 2020Mar 24, 2020 ↗View →
EVV
EATON VANCE LTD DURATION INCOME FUND
SALE
418,344$9.01$3.77M475,757Mar 20, 2020Mar 23, 2020 ↗View →
EFR
EATON VANCE SENIOR FLOATING-RATE TRUST
SALE
506,812$8.56$4.34M511,105Mar 20, 2020Mar 23, 2020 ↗View →
EVV
EATON VANCE LTD DURATION INCOME FUND
SALE
143,540$8.04$1.15M894,101Mar 19, 2020Mar 20, 2020 ↗View →
EFR
EATON VANCE SENIOR FLOATING-RATE TRUST
SALE
92,009$8.13$748.2K1,017,917Mar 19, 2020Mar 20, 2020 ↗View →
EVV
EATON VANCE LTD DURATION INCOME FUND
SALE
452,214$8.20$3.71M1,037,641Mar 18, 2020Mar 20, 2020 ↗View →
EFR
EATON VANCE SENIOR FLOATING-RATE TRUST
SALE
304,633$8.24$2.51M1,109,926Mar 18, 2020Mar 19, 2020 ↗View →
EVV
EATON VANCE LTD DURATION INCOME FUND
PURCHASE
10,355$13.28$137.5K1,489,855Jan 6, 2020Jan 7, 2020 ↗View →
EFR
EATON VANCE SENIOR FLOATING-RATE TRUST
PURCHASE
347,267$13.55$4.71M1,414,559Jan 6, 2020Jan 7, 2020 ↗View →
EVV
EATON VANCE LTD DURATION INCOME FUND
PURCHASE
9,345$13.31$124.4K1,479,500Jan 3, 2020Jan 6, 2020 ↗View →
EFR
EATON VANCE SENIOR FLOATING-RATE TRUST
PURCHASE
347,473$13.55$4.71M1,067,292Jan 3, 2020Jan 6, 2020 ↗View →
EFR
EATON VANCE SENIOR FLOATING-RATE TRUST
PURCHASE
351,906$13.56$4.77M719,819Jan 2, 2020Jan 3, 2020 ↗View →
EVV
EATON VANCE LTD DURATION INCOME FUND
PURCHASE
25,438$13.28$337.8K1,470,155Jan 2, 2020Jan 3, 2020 ↗View →
Other insiders · EFR
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About this filer
CIK 0001610520
ROLE
10% Owner
PRIMARY
EFR
COMPANIES
22
ACTIVE SINCE
Jan 2020
MARKETPEEL · /INSIDER/0001610520DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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