UBS Asset Management IncomeCIK
13F holders, Q2 2026 (June 30)52holders
6new positions
6sold out
1famous investor
$2.48avg. 13F price*
At the end of Q2 2026, 52 institutions reported holding UBS Asset Management Income (CIK) in their 13F filings, unchanged from Q1 2026. 6 opened new positions and 6 sold out. The largest holders were Landscape Capital Management, L.L.C. ($2.9M), LPL Financial LLC ($2.6M) and Shaker Financial Services, LLC ($2.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- UBS Asset Management Income
- Filed as
- CREDIT SUISSE ASSET MGMT (Q2 2026)
- CUSIP
- 224916106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.4M |
| Exits | 6 | $125K |
All 13F filers, Q1 2026 → Q2 2026: 2,665,349 shares bought and 414,554 shares sold, net +2,250,795 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Landscape Capital Management, L.L.C. | 0.19% | New | 1,163,091 | $2.9M |
| LPL Financial LLC | 0.00% | Reduce -17.0% | 1,035,331 | $2.6M |
| Shaker Financial Services, LLC | 0.67% | Add +204.3% | 867,755 | $2.2M |
| Wolverine Asset Management LLC | 0.09% | Add +74.5% | 670,127 | $1.7M |
| Invesco Ltd. | 0.00% | Add +46.0% | 669,679 | $1.7M |
| Fiera Capital Corp | 0.00% | Add +2.9% | 410,648 | $1.0M |
| Bank of America Corp. | 0.00% | Reduce -9.0% | 215,710 | $535K |
| Citadel Advisors | 0.00% | Add +194.1% | 105,836 | $262K |
| Osaic Holdings, Inc. | 0.00% | Add +1.6% | 82,322 | $204K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +9.0% | 73,477 | $182K |
| Nomura Holdings Inc. | 0.00% | Add +40.0% | 70,000 | $174K |
| Stonebridge Financial Group, LLC | 0.02% | — | 65,500 | $162K |
| Susquehanna International Group, LLP | 0.00% | Add +45.0% | 63,770 | $158K |
| Almitas Capital LLC | 0.04% | New | 62,565 | $155K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 59,793 | $148K |
| Morgan Stanley | 0.00% | Add +35.6% | 58,883 | $146K |
| Wedbush Securities Inc. | 0.00% | Add +0.3% | 57,698 | $143K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.0% | 56,629 | $140K |
| Jane Street Group, LLC | 0.00% | Add +163.7% | 55,866 | $139K |
| Janney Montgomery Scott LLC | 0.00% | No change | 55,120 | $137K |
| Clearstead Advisors, LLC | 0.00% | New | 53,382 | $132K |
| Boothbay Fund Management, LLC | 0.00% | Add +51.6% | 51,480 | $128K |
| Gladstone Institutional Advisory LLC | 0.00% | New | 46,127 | $114K |
| Melfa Wealth Management, Inc. | 0.06% | No change | 42,950 | $107K |
| Wells Fargo & Company | 0.00% | Reduce -69.5% | 41,960 | $104K |
| XTX Topco Ltd | 0.00% | Add +50.2% | 39,504 | $98K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -22.6% | 32,198 | $80K |
| MML Investors Services, LLC | 0.00% | Add +1.8% | 32,171 | $80K |
| Sigma Planning Corp | 0.00% | Add +0.5% | 31,587 | $78K |
| Two Sigma Securities, LLC | 0.01% | New | 31,332 | $78K |
| Stifel Financial Corp. | 0.00% | No change | 30,871 | $77K |
| Royal Bank of Canada | 0.00% | Reduce -2.2% | 28,193 | $70K |
| Compound Planning, Inc. | 0.00% | Add +17.1% | 21,369 | $53K |
| Virtu Financial LLC | 0.00% | Add +12.7% | 20,923 | $52K |
| Pinnacle Associates Ltd. | 0.00% | No change | 17,440 | $43K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -33.4% | 17,057 | $42K |
| One Capital Management, LLC | 0.00% | No change | 15,915 | $41K |
| Ameriprise Financial Inc. | 0.00% | Reduce -41.9% | 13,892 | $34K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.9% | 13,116 | $33K |
| CoreCap Advisors, LLC | 0.00% | No change | 12,800 | $32K |
| Fortis Group Advisors, LLC | 0.00% | No change | 12,287 | $30K |
| American Financial Advisors, LLC | 0.00% | No change | 11,425 | $28K |
| Private Advisor Group, LLC | 0.00% | New | 11,255 | $28K |
| Unified Investment Management | 0.02% | No change | 10,345 | $26K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 10,128 | $25K |
| UBS Group AG | 0.00% | Add +41.7% | 7,045 | $17K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 5,952 | $15K |
| Lanark Financial, Inc. | 0.00% | No change | 4,117 | $10K |
| Larson Financial Group LLC | 0.00% | No change | 2,000 | $5K |
| US Bancorp \de | 0.00% | No change | 1,000 | $2K |
| Highline Wealth Partners LLC | 0.00% | No change | 800 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 481 | $1K |
"% of holder's portfolio" is CIK's weight in each manager's 13F, not the share of UBS Asset Management Income the manager owns.