UBS Asset Management IncomeCIK
13F holders, Q2 2024 (June 30)39holders −3
5new positions
8sold out
$2.97avg. 13F price*
At the end of Q2 2024, 39 institutions reported holding UBS Asset Management Income (CIK) in their 13F filings, down 3 from Q1 2024. 5 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($4.6M), Ameriprise Financial Inc. ($1.7M) and Bank of America Corp. ($1.3M).
- Company
- UBS Asset Management Income
- Filed as
- CREDIT SUISSE ASSET MGMT INC (Q2 2024)
- CUSIP
- 224916106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $483K |
| Exits | 8 | $524K |
All 13F filers, Q1 2024 → Q2 2024: 924,023 shares bought and 452,547 shares sold, net +471,476 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| LPL Financial LLC | 0.00% | Add +2.4% | 1,540,887 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Add +208.0% | 564,981 | $1.7M |
| Bank of America Corp. | 0.00% | Reduce -3.5% | 453,720 | $1.3M |
| Invesco Ltd. | 0.00% | Add +17.1% | 405,709 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +249.3% | 225,012 | $668K |
| IMS Capital Management | 0.28% | Add +63.3% | 194,581 | $597K |
| NewEdge Advisors, LLC | 0.00% | Reduce -15.5% | 136,100 | $404K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 90,493 | $269K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.3% | 76,096 | $226K |
| MML Investors Services, LLC | 0.00% | Add +1.1% | 59,463 | $177K |
| Morgan Stanley | 0.00% | Add +93.4% | 55,462 | $165K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.2% | 55,295 | $164K |
| Capital Investment Advisors, LLC | 0.00% | No change | 48,809 | $145K |
| Wells Fargo & Company | 0.00% | Add +5.6% | 47,233 | $140K |
| Dynamic Advisor Solutions LLC | 0.00% | Reduce -8.4% | 45,626 | $136K |
| Wedbush Securities Inc. | 0.00% | Reduce -13.9% | 45,410 | $135K |
| Melfa Wealth Management, Inc. | 0.09% | New | 42,950 | $128K |
| Stifel Financial Corp. | 0.00% | No change | 40,500 | $120K |
| Sigma Planning Corp | 0.00% | Add +41.0% | 31,263 | $93K |
| Royal Bank of Canada | 0.00% | Reduce -0.8% | 28,329 | $84K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Add +14.2% | 26,905 | $80K |
| Fiera Capital Corp | 0.00% | No change | 25,406 | $75K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.7% | 25,319 | $75K |
| Kestra Advisory Services, LLC | 0.00% | Add +26.5% | 20,749 | $62K |
| Pinnacle Associates Ltd. | 0.00% | No change | 17,440 | $52K |
| Xcel Wealth Management, LLC | 0.01% | No change | 15,875 | $47K |
| Strategic Advisors LLC | 0.01% | No change | 14,379 | $43K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 13,900 | $41K |
| Walleye Capital LLC | 0.00% | New | 12,861 | $38K |
| Arete Wealth Advisors, LLC | 0.00% | New | 11,910 | $35K |
| American Financial Advisors, LLC | 0.00% | No change | 11,425 | $34K |
| UBS Group AG | 0.00% | No change | 8,643 | $26K |
| Osaic Holdings, Inc. | 0.00% | Reduce -97.7% | 5,000 | $15K |
| Activest Wealth Management | 0.00% | New | 4,600 | $14K |
| 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.