UBS Asset Management IncomeCIK
13F holders, Q3 2025 (September 30)48holders
8new positions
7sold out
$2.93avg. 13F price*
At the end of Q3 2025, 48 institutions reported holding UBS Asset Management Income (CIK) in their 13F filings, unchanged from Q2 2025. 8 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($4.4M), Invesco Ltd. ($1.4M) and Bank of America Corp. ($1.1M).
- Company
- UBS Asset Management Income
- Filed as
- CREDIT SUISSE ASSET MGMT INC (Q3 2025)
- CUSIP
- 224916106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $251K |
| Exits | 7 | $520K |
All 13F filers, Q2 2025 → Q3 2025: 213,342 shares bought and 823,512 shares sold, net −610,170 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| LPL Financial LLC | 0.00% | Add +2.5% | 1,486,994 | $4.4M |
| Invesco Ltd. | 0.00% | Reduce -12.0% | 467,289 | $1.4M |
| Bank of America Corp. | 0.00% | Reduce -13.5% | 383,676 | $1.1M |
| Fiera Capital Corp | 0.00% | Add +33.8% | 214,457 | $628K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -51.6% | 170,471 | $499K |
| IMS Capital Management | 0.17% | Add +1.5% | 123,819 | $363K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -16.2% | 75,661 | $222K |
| Ameriprise Financial Inc. | 0.00% | Reduce -31.5% | 70,989 | $208K |
| Stifel Financial Corp. | 0.00% | Reduce -14.6% | 70,437 | $206K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +1.5% | 60,081 | $176K |
| Janney Montgomery Scott LLC | 0.00% | No change | 55,120 | $162K |
| Shaker Financial Services, LLC | 0.05% | Reduce -82.9% | 52,336 | $153K |
| Wedbush Securities Inc. | 0.01% | Add +0.4% | 51,783 | $152K |
| Jane Street Group, LLC | 0.00% | Add +140.1% | 48,168 | $141K |
| Capital Investment Advisors, LLC | 0.00% | Add +0.0% | 47,798 | $140K |
| Wells Fargo & Company | 0.00% | Add +6.5% | 47,248 | $138K |
| Melfa Wealth Management, Inc. | 0.07% | No change | 42,950 | $126K |
| Morgan Stanley | 0.00% | Reduce -10.1% | 42,475 | $124K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.0% | 37,647 | $110K |
| Creative Planning | 0.00% | New | 36,186 | $106K |
| MML Investors Services, LLC | 0.00% | Add +1.7% | 33,440 | $98K |
| Sigma Planning Corp | 0.00% | No change | 31,435 | $92K |
| Royal Bank of Canada | 0.00% | No change | 28,546 | $84K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Add +2.1% | 27,882 | $82K |
| NewEdge Advisors, LLC | 0.00% | Reduce -18.7% | 27,200 | $80K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.8% | 26,246 | $77K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -35.5% | 22,736 | $67K |
| StoneX Group Inc. | 0.00% | New | 18,983 | $56K |
| Pinnacle Associates Ltd. | 0.00% | No change | 17,440 | $51K |
| &partners | 0.00% | No change | 15,700 | $46K |
| CoreCap Advisors, LLC | 0.00% | No change | 15,363 | $45K |
| Balyasny Asset Management L.P. | 0.00% | New | 13,166 | $39K |
| Fortis Group Advisors, LLC | 0.01% | Add +0.2% | 12,287 | $35K |
| American Financial Advisors, LLC | 0.00% | No change | 11,425 | $33K |
| World Investment Advisors | 0.00% | New | 11,044 | $32K |
| Unified Investment Management | 0.03% | No change | 10,345 | $30K |
| UBS Group AG | 0.00% | Reduce -10.5% | 5,246 | $15K |
| Ameritas Advisory Services, LLC | 0.00% | Add +2.3% | 4,728 | $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% | Add +135.4% | 3,355 | $10K |
| Fifth Third Bancorp | 0.00% | New | 3,293 | $10K |
| Larson Financial Group LLC | 0.00% | New | 2,000 | $6K |
| Activest Wealth Management | 0.00% | Reduce -75.4% | 1,500 | $4K |
| US Bancorp \de | 0.00% | No change | 1,000 | $3K |
| Highline Wealth Partners LLC | 0.00% | New | 500 | $1K |
| Advisory Services Network, LLC | 0.00% | New | 500 | $1K |
| Geneos Wealth Management Inc. | 0.00% | No change | 481 | $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.