UBS Asset Management IncomeCIK
13F holders, Q4 2025 (December 31)47holders −1
6new positions
7sold out
1famous investor
$2.83avg. 13F price*
At the end of Q4 2025, 47 institutions reported holding UBS Asset Management Income (CIK) in their 13F filings, down 1 from Q3 2025. 6 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($4.0M), Invesco Ltd. ($1.3M) and Fiera Capital 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 2025)
- CUSIP
- 224916106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $396K |
| Exits | 7 | $719K |
All 13F filers, Q3 2025 → Q4 2025: 570,045 shares bought and 483,522 shares sold, net +86,523 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| LPL Financial LLC | 0.00% | Reduce -5.4% | 1,406,640 | $4.0M |
| Invesco Ltd. | 0.00% | Reduce -4.4% | 446,797 | $1.3M |
| Fiera Capital Corp | 0.00% | Add +93.0% | 413,905 | $1.2M |
| Bank of America Corp. | 0.00% | Reduce -16.7% | 319,652 | $905K |
| Shaker Financial Services, LLC | 0.14% | Add +190.9% | 152,270 | $431K |
| Commonwealth Equity Services, LLC | 0.00% | Add +97.8% | 74,472 | $211K |
| Osaic Holdings, Inc. | 0.00% | Add +2110.1% | 74,149 | $210K |
| Susquehanna International Group, LLP | 0.00% | New | 72,043 | $204K |
| Stifel Financial Corp. | 0.00% | Reduce -8.5% | 64,437 | $182K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +6.3% | 63,840 | $181K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -18.6% | 61,626 | $174K |
| Janney Montgomery Scott LLC | 0.00% | No change | 55,120 | $156K |
| Wells Fargo & Company | 0.00% | Add +15.1% | 54,361 | $154K |
| Wedbush Securities Inc. | 0.00% | Add +0.3% | 51,954 | $147K |
| Morgan Stanley | 0.00% | Add +18.2% | 50,190 | $142K |
| Capital Investment Advisors, LLC | 0.00% | No change | 47,798 | $135K |
| Ameriprise Financial Inc. | 0.00% | Reduce -34.7% | 46,325 | $131K |
| Melfa Wealth Management, Inc. | 0.07% | No change | 42,950 | $122K |
| MML Investors Services, LLC | 0.00% | Add +1.8% | 34,045 | $96K |
| Jane Street Group, LLC | 0.00% | Reduce -30.9% | 33,266 | $94K |
| Sigma Planning Corp | 0.00% | No change | 31,435 | $89K |
| Royal Bank of Canada | 0.00% | No change | 28,546 | $81K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Add +2.2% | 28,504 | $81K |
| NewEdge Advisors, LLC | 0.00% | No change | 27,200 | $77K |
| Envestnet Asset Management Inc. | 0.00% | No change | 22,736 | $64K |
| Citadel Advisors | 0.00% | New | 18,542 | $52K |
| Pinnacle Associates Ltd. | 0.00% | No change | 17,440 | $49K |
| &partners | 0.00% | No change | 15,700 | $44K |
| CoreCap Advisors, LLC | 0.00% | No change | 15,363 | $43K |
| Compound Planning, Inc. | 0.00% | New | 15,121 | $43K |
| One Capital Management, LLC | 0.00% | New | 13,375 | $38K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -50.9% | 12,888 | $36K |
| Fortis Group Advisors, LLC | 0.01% | No change | 12,287 | $35K |
| American Financial Advisors, LLC | 0.00% | No change | 11,425 | $32K |
| World Investment Advisors | 0.00% | Add +2.2% | 11,287 | $32K |
| Raymond James Financial Inc. | 0.00% | New | 10,597 | $30K |
| Unified Investment Management | 0.03% | No change | 10,345 | $29K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 10,128 | $29K |
| Fifth Third Bancorp | 0.00% | Add +91.4% | 6,303 | $18K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 5,952 | $17K |
| UBS Group AG | 0.00% | Reduce -3.0% | 5,087 | $14K |
| Lanark Financial, Inc. | 0.00% | No change | 4,117 | $12K |
| Sunbelt Securities, Inc. | 0.00% | No change | 3,400 | $10K |
| Larson Financial Group LLC | 0.00% | No change | 2,000 | $6K |
| US Bancorp \de | 0.00% | No change | 1,000 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 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.