UBS Asset Management IncomeCIK
13F holders, Q2 2025 (June 30)48holders −3
5new positions
9sold out
$2.96avg. 13F price*
At the end of Q2 2025, 48 institutions reported holding UBS Asset Management Income (CIK) in their 13F filings, down 3 from Q1 2025. 5 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($4.3M), Invesco Ltd. ($1.6M) and Bank of America Corp. ($1.3M).
- Company
- UBS Asset Management Income
- Filed as
- CREDIT SUISSE ASSET MGMT INC (Q2 2025)
- CUSIP
- 224916106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $172K |
| Exits | 9 | $996K |
All 13F filers, Q1 2025 → Q2 2025: 340,691 shares bought and 730,848 shares sold, net −390,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| LPL Financial LLC | 0.00% | Add +5.4% | 1,451,432 | $4.3M |
| Invesco Ltd. | 0.00% | Add +1.4% | 531,135 | $1.6M |
| Bank of America Corp. | 0.00% | Add +15.1% | 443,692 | $1.3M |
| Landscape Capital Management, L.L.C. | 0.08% | Reduce -28.5% | 352,240 | $1.0M |
| Shaker Financial Services, LLC | 0.33% | Add +46.5% | 306,376 | $907K |
| Fiera Capital Corp | 0.00% | No change | 160,285 | $474K |
| IMS Capital Management | 0.17% | Reduce -8.3% | 121,983 | $361K |
| Calamos Advisors LLC | 0.00% | Reduce -8.0% | 110,285 | $326K |
| Ameriprise Financial Inc. | 0.00% | Reduce -53.1% | 103,677 | $307K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.1% | 90,271 | $267K |
| Stifel Financial Corp. | 0.00% | No change | 82,437 | $244K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -5.7% | 59,217 | $175K |
| Janney Montgomery Scott LLC | 0.00% | No change | 55,120 | $163K |
| Wedbush Securities Inc. | 0.01% | Add +13.6% | 51,585 | $153K |
| Capital Investment Advisors, LLC | 0.00% | No change | 47,797 | $141K |
| Morgan Stanley | 0.00% | Add +74.7% | 47,241 | $140K |
| Wells Fargo & Company | 0.00% | Add +2.3% | 44,348 | $131K |
| Melfa Wealth Management, Inc. | 0.08% | No change | 42,950 | $127K |
| Commonwealth Equity Services, LLC | 0.00% | Add +47.3% | 37,272 | $110K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -27.3% | 35,260 | $104K |
| NewEdge Advisors, LLC | 0.00% | Add +3.9% | 33,446 | $99K |
| MML Investors Services, LLC | 0.00% | Reduce -21.4% | 32,881 | $97K |
| Sigma Planning Corp | 0.00% | No change | 31,435 | $93K |
| Royal Bank of Canada | 0.00% | No change | 28,546 | $84K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Add +2.2% | 27,307 | $81K |
| Kestra Advisory Services, LLC | 0.00% | Add +18.2% | 25,781 | $76K |
| Jane Street Group, LLC | 0.00% | New | 20,064 | $59K |
| Pinnacle Associates Ltd. | 0.00% | No change | 17,440 | $52K |
| Xcel Wealth Management, LLC | 0.01% | No change | 15,755 | $47K |
| &partners | 0.00% | No change | 15,700 | $46K |
| CoreCap Advisors, LLC | 0.00% | No change | 15,363 | $45K |
| Virtu Financial LLC | 0.00% | New | 14,481 | $43K |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.0% | 13,763 | $41K |
| Tactive Advisors, LLC | 0.01% | — | 12,575 | $37K |
| Fortis Group Advisors, LLC | 0.01% | Add +0.1% | 12,264 | $37K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -76.0% | 11,900 | $35K |
| American Financial Advisors, LLC | 0.00% | No change | 11,425 | $34K |
| Unified Investment Management | 0.03% | New | 10,345 | $31K |
| Raymond James Financial Inc. | 0.00% | New | 8,470 | $25K |
| Activest Wealth Management | 0.00% | No change | 6,100 | $18K |
| UBS Group AG | 0.00% | Add +7.8% | 5,864 | $17K |
| Ameritas Advisory Services, LLC | 0.00% | New | 4,622 | $14K |
| Lanark Financial, Inc. | 0.00% | No change | 4,117 | $12K |
| Sunbelt Securities, Inc. | 0.00% | No change | 3,400 | $10K |
| Osaic Holdings, Inc. | 0.00% | Reduce -76.3% | 1,425 | $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.