UBS Asset Management IncomeCIK
13F holders, Q1 2024 (March 31)42holders
$2.95avg. 13F price*
At the end of Q1 2024, 42 institutions reported holding UBS Asset Management Income (CIK) in their 13F filings. The largest holders were LPL Financial LLC ($4.4M), Bank of America Corp. ($1.4M) and Invesco Ltd. ($1.0M).
- Company
- UBS Asset Management Income
- Filed as
- CREDIT SUISSE ASSET MGMT INC (Q1 2024)
- CUSIP
- 224916106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $224K |
| Exits | 10 | $661K |
Ownership 42 holders
| LPL Financial LLC | 0.00% | Add +5.8% | 1,504,250 | $4.4M |
| Bank of America Corp. | 0.00% | Reduce -1.1% | 470,168 | $1.4M |
| Invesco Ltd. | 0.00% | Reduce -29.6% | 346,526 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +750.8% | 220,684 | $651K |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.6% | 183,409 | $541K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.2% | 161,100 | $475K |
| IMS Capital Management | 0.16% | Add +1.7% | 119,177 | $352K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 79,535 | $235K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.6% | 64,418 | $190K |
| MML Investors Services, LLC | 0.00% | Reduce -6.7% | 58,848 | $174K |
| Janney Montgomery Scott LLC | 0.00% | No change | 58,295 | $172K |
| Wedbush Securities Inc. | 0.01% | Add +16.1% | 52,740 | $156K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -1.9% | 49,822 | $147K |
| Capital Investment Advisors, LLC | 0.00% | Add +2.3% | 48,809 | $144K |
| Wells Fargo & Company | 0.00% | Add +7.2% | 44,733 | $132K |
| Columbia Asset Management | 0.03% | No change | 40,000 | $125K |
| Stifel Financial Corp. | 0.00% | No change | 40,500 | $119K |
| Morgan Stanley | 0.00% | Add +0.0% | 28,684 | $85K |
| Royal Bank of Canada | 0.00% | No change | 28,546 | $84K |
| Jane Street Group, LLC | 0.00% | Add +132.1% | 27,963 | $82K |
| Susquehanna International Group, LLP | 0.00% | New | 25,580 | $75K |
| Fiera Capital Corp | 0.00% | Add +45.4% | 25,406 | $75K |
| HRT Financial LP | 0.00% | New | 25,018 | $73K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.6% | 24,173 | $71K |
| Sigma Planning Corp | 0.00% | Reduce -53.3% | 22,168 | $65K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -48.7% | 23,568 | $61K |
| Pinnacle Associates Ltd. | 0.00% | No change | 17,440 | $51K |
| CoreCap Advisors, LLC | 0.00% | No change | 16,863 | $50K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.0% | 16,401 | $48K |
| Xcel Wealth Management, LLC | 0.01% | No change | 15,875 | $47K |
| Legacy Capital Wealth Partners, LLC | 0.03% | New | 16,470 | $43K |
| DAVENPORT & Co LLC | 0.00% | No change | 14,500 | $43K |
| Strategic Advisors LLC | 0.01% | No change | 14,379 | $42K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 13,900 | $41K |
| American Financial Advisors, LLC | 0.00% | No change | 11,425 | $34K |
| Beacon Capital Management, LLC | 0.01% | New | 10,839 | $32K |
| UBS Group AG | 0.00% | No change | 8,643 | $25K |
| Sunbelt Securities, Inc. | 0.00% | No change | 3,400 | $10K |
| US Bancorp \de | 0.00% | No change | 1,000 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,000 | $3K |
| Geneos Wealth Management Inc. | 0.00% | No change | 481 | $1K |
| Lanark Financial, Inc. | 0.00% | No change | 645 | $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.