UBS Asset Management IncomeCIK
13F holders, Q1 2025 (March 31)51holders +3
6new positions
3sold out
$2.90avg. 13F price*
At the end of Q1 2025, 51 institutions reported holding UBS Asset Management Income (CIK) in their 13F filings, up 3 from Q4 2024. 6 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($4.0M), Invesco Ltd. ($1.5M) and Landscape Capital Management, L.L.C. ($1.4M).
- Company
- UBS Asset Management Income
- Filed as
- CREDIT SUISSE ASSET MGMT INC (Q1 2025)
- CUSIP
- 224916106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $747K |
| Exits | 3 | $130K |
All 13F filers, Q4 2024 → Q1 2025: 909,435 shares bought and 533,302 shares sold, net +376,133 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| LPL Financial LLC | 0.00% | Reduce -15.2% | 1,377,264 | $4.0M |
| Invesco Ltd. | 0.00% | Add +12.1% | 523,672 | $1.5M |
| Landscape Capital Management, L.L.C. | 0.13% | Add +248.3% | 492,844 | $1.4M |
| Bank of America Corp. | 0.00% | Reduce -9.9% | 385,442 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -19.8% | 221,084 | $641K |
| Shaker Financial Services, LLC | 0.24% | Add +130.1% | 209,133 | $606K |
| Fiera Capital Corp | 0.00% | No change | 160,285 | $465K |
| Wolverine Asset Management LLC | 0.03% | Add +69.9% | 148,483 | $431K |
| IMS Capital Management | 0.19% | Reduce -33.9% | 133,065 | $386K |
| Calamos Advisors LLC | 0.00% | New | 119,875 | $348K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -14.3% | 97,188 | $282K |
| Stifel Financial Corp. | 0.00% | No change | 82,437 | $239K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +15.3% | 62,826 | $182K |
| Chicago Partners Investment Group LLC | 0.01% | New | 62,441 | $177K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.8% | 55,120 | $160K |
| HRT Financial LP | 0.00% | Add +51.8% | 53,644 | $155K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +118.0% | 49,550 | $144K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.4% | 48,473 | $141K |
| Capital Investment Advisors, LLC | 0.00% | No change | 47,797 | $139K |
| Susquehanna International Group, LLP | 0.00% | Reduce -27.9% | 45,931 | $133K |
| Wedbush Securities Inc. | 0.00% | No change | 45,410 | $132K |
| Wells Fargo & Company | 0.00% | Reduce -12.5% | 43,349 | $126K |
| Melfa Wealth Management, Inc. | 0.08% | No change | 42,950 | $125K |
| MML Investors Services, LLC | 0.00% | Reduce -22.6% | 41,816 | $121K |
| NewEdge Advisors, LLC | 0.00% | Reduce -13.0% | 32,200 | $93K |
| Sigma Planning Corp | 0.00% | No change | 31,435 | $91K |
| Royal Bank of Canada | 0.00% | Reduce -5.9% | 28,546 | $83K |
| Clearstead Advisors, LLC | 0.00% | Reduce -29.1% | 27,186 | $79K |
| Morgan Stanley | 0.00% | Add +22.1% | 27,037 | $78K |
| B. Riley Wealth Advisors, Inc. | 0.00% | New | 26,711 | $77K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.6% | 25,309 | $73K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.7% | 21,813 | $63K |
| Cetera Investment Advisers | 0.00% | New | 19,969 | $58K |
| Pinnacle Associates Ltd. | 0.00% | No change | 17,440 | $51K |
| Arete Wealth Advisors, LLC | 0.00% | Add +19.7% | 16,181 | $47K |
| Xcel Wealth Management, LLC | 0.01% | No change | 15,755 | $46K |
| &partners | 0.00% | New | 15,700 | $46K |
| CoreCap Advisors, LLC | 0.00% | Reduce -8.9% | 15,363 | $45K |
| Strategic Advisors LLC | 0.01% | New | 14,379 | $42K |
| Fortis Group Advisors, LLC | 0.01% | No change | 12,256 | $36K |
| American Financial Advisors, LLC | 0.00% | No change | 11,425 | $33K |
| Activest Wealth Management | 0.00% | No change | 6,100 | $18K |
| Osaic Holdings, Inc. | 0.00% | Add +20.0% | 6,000 | $17K |
| UBS Group AG | 0.00% | Reduce -6.5% | 5,438 | $16K |
| Lanark Financial, Inc. | 0.00% | — | 4,117 | $11K |
| Sunbelt Securities, Inc. | 0.00% | No change | 3,400 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,500 | $4K |
| Bessemer Group Inc. | 0.00% | No change | 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% | No change | 460 | $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.