UBS Asset Management IncomeCIK
13F holders, Q4 2024 (December 31)48holders +6
9new positions
4sold out
1famous investor
$2.89avg. 13F price*
At the end of Q4 2024, 48 institutions reported holding UBS Asset Management Income (CIK) in their 13F filings, up 6 from Q3 2024. 9 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($4.7M), Invesco Ltd. ($1.4M) and Bank of America Corp. ($1.2M). 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 INC (Q4 2024)
- CUSIP
- 224916106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.3M |
| Exits | 4 | $200K |
All 13F filers, Q3 2024 → Q4 2024: 777,256 shares bought and 591,620 shares sold, net +185,636 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| LPL Financial LLC | 0.00% | Add +8.8% | 1,624,704 | $4.7M |
| Invesco Ltd. | 0.00% | Add +21.7% | 467,185 | $1.4M |
| Bank of America Corp. | 0.00% | Reduce -4.0% | 427,975 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -51.4% | 275,654 | $797K |
| IMS Capital Management | 0.27% | Add +2.9% | 201,321 | $582K |
| Fiera Capital Corp | 0.00% | Reduce -3.7% | 160,285 | $463K |
| Landscape Capital Management, L.L.C. | 0.04% | New | 141,495 | $409K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.8% | 113,422 | $328K |
| Shaker Financial Services, LLC | 0.10% | New | 90,886 | $263K |
| Wolverine Asset Management LLC | 0.02% | New | 87,414 | $253K |
| Stifel Financial Corp. | 0.00% | Add +103.5% | 82,437 | $238K |
| Susquehanna International Group, LLP | 0.00% | New | 63,681 | $184K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.7% | 58,530 | $169K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +20.2% | 54,489 | $157K |
| MML Investors Services, LLC | 0.00% | Add +1.0% | 54,021 | $156K |
| Wells Fargo & Company | 0.00% | Reduce -0.2% | 49,549 | $143K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -79.5% | 47,804 | $138K |
| Capital Investment Advisors, LLC | 0.00% | No change | 47,797 | $138K |
| Wedbush Securities Inc. | 0.00% | No change | 45,410 | $131K |
| Melfa Wealth Management, Inc. | 0.08% | No change | 42,950 | $124K |
| Clearstead Advisors, LLC | 0.00% | Add +52.6% | 38,331 | $111K |
| NewEdge Advisors, LLC | 0.00% | Reduce -32.0% | 37,000 | $107K |
| HRT Financial LP | 0.00% | New | 35,338 | $102K |
| Sigma Planning Corp | 0.00% | Add +0.4% | 31,435 | $91K |
| Royal Bank of Canada | 0.00% | Add +6.3% | 30,343 | $87K |
| Citadel Advisors | 0.00% | New | 25,581 | $74K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.6% | 25,164 | $73K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +63.5% | 22,731 | $66K |
| Morgan Stanley | 0.00% | Reduce -17.8% | 22,138 | $64K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.7% | 21,444 | $62K |
| Pinnacle Associates Ltd. | 0.00% | No change | 17,440 | $50K |
| CoreCap Advisors, LLC | 0.00% | No change | 16,863 | $49K |
| Xcel Wealth Management, LLC | 0.01% | No change | 15,755 | $46K |
| Virtu Financial LLC | 0.00% | New | 15,503 | $45K |
| Arete Wealth Advisors, LLC | 0.00% | Add +20.8% | 13,517 | $39K |
| Fortis Group Advisors, LLC | 0.01% | Reduce -4.1% | 12,256 | $35K |
| American Financial Advisors, LLC | 0.00% | No change | 11,425 | $33K |
| Activest Wealth Management | 0.00% | No change | 6,100 | $18K |
| UBS Group AG | 0.00% | Reduce -32.7% | 5,816 | $17K |
| Osaic Holdings, Inc. | 0.00% | No change | 5,000 | $14K |
| Transce3nd, LLC | 0.00% | — | 4,000 | $12K |
| Sunbelt Securities, Inc. | 0.00% | No change | 3,400 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +50.0% | 1,500 | $4K |
| Bessemer Group Inc. | 0.00% | New | 1,315 | $4K |
| US Bancorp \de | 0.00% | No change | 1,000 | $3K |
| Geneos Wealth Management Inc. | 0.00% | No change | 481 | $1K |
| MAI Capital Management | 0.00% | New | 460 | $1K |
| Lanark Financial, Inc. | 0.00% | — | 4 | $11 |
"% of holder's portfolio" is CIK's weight in each manager's 13F, not the share of UBS Asset Management Income the manager owns.