UBS Asset Management IncomeCIK
13F holders, Q1 2026 (March 31)52holders +5
9new positions
4sold out
1famous investor
$2.56avg. 13F price*
At the end of Q1 2026, 52 institutions reported holding UBS Asset Management Income (CIK) in their 13F filings, up 5 from Q4 2025. 9 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($3.2M), Invesco Ltd. ($1.2M) and Fiera Capital Corp ($1.0M). 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 (Q1 2026)
- CUSIP
- 224916106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.4M |
| Exits | 4 | $175K |
All 13F filers, Q4 2025 → Q1 2026: 804,171 shares bought and 453,763 shares sold, net +350,408 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| LPL Financial LLC | 0.00% | Reduce -11.3% | 1,247,862 | $3.2M |
| Invesco Ltd. | 0.00% | Add +2.6% | 458,566 | $1.2M |
| Fiera Capital Corp | 0.00% | Reduce -3.5% | 399,196 | $1.0M |
| Wolverine Asset Management LLC | 0.05% | New | 384,102 | $983K |
| Shaker Financial Services, LLC | 0.25% | Add +87.3% | 285,186 | $730K |
| Bank of America Corp. | 0.00% | Reduce -25.9% | 237,035 | $607K |
| Wells Fargo & Company | 0.00% | Add +153.1% | 137,560 | $352K |
| Osaic Holdings, Inc. | 0.00% | Add +9.3% | 81,022 | $207K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +5.5% | 67,385 | $173K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -13.6% | 64,361 | $165K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.0% | 59,793 | $153K |
| Wedbush Securities Inc. | 0.00% | Add +10.7% | 57,521 | $147K |
| Janney Montgomery Scott LLC | 0.00% | No change | 55,120 | $141K |
| Nomura Holdings Inc. | 0.00% | New | 50,000 | $128K |
| Susquehanna International Group, LLP | 0.00% | Reduce -39.0% | 43,966 | $113K |
| Morgan Stanley | 0.00% | Reduce -13.5% | 43,431 | $111K |
| Melfa Wealth Management, Inc. | 0.06% | No change | 42,950 | $110K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -13.0% | 41,598 | $106K |
| Citadel Advisors | 0.00% | Add +94.1% | 35,992 | $92K |
| Boothbay Fund Management, LLC | 0.00% | New | 33,967 | $87K |
| MML Investors Services, LLC | 0.00% | Reduce -7.1% | 31,616 | $81K |
| Sigma Planning Corp | 0.00% | No change | 31,435 | $80K |
| Stifel Financial Corp. | 0.00% | Reduce -52.1% | 30,871 | $79K |
| Royal Bank of Canada | 0.00% | Add +1.0% | 28,829 | $74K |
| XTX Topco Ltd | 0.00% | New | 26,300 | $67K |
| Envestnet Asset Management Inc. | 0.00% | Add +12.6% | 25,610 | $66K |
| Ameriprise Financial Inc. | 0.00% | Reduce -48.4% | 23,892 | $61K |
| Jane Street Group, LLC | 0.00% | Reduce -36.3% | 21,187 | $54K |
| Virtu Financial LLC | 0.00% | New | 18,570 | $48K |
| Integrity Advisory Solutions, LLC | 0.01% | New | 18,307 | $47K |
| Compound Planning, Inc. | 0.00% | Add +20.6% | 18,244 | $47K |
| NewEdge Advisors, LLC | 0.00% | Reduce -35.7% | 17,500 | $45K |
| Pinnacle Associates Ltd. | 0.00% | No change | 17,440 | $45K |
| One Capital Management, LLC | 0.00% | Add +19.0% | 15,915 | $41K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.9% | 13,001 | $33K |
| CoreCap Advisors, LLC | 0.00% | Reduce -16.7% | 12,800 | $33K |
| Fortis Group Advisors, LLC | 0.01% | No change | 12,287 | $31K |
| American Financial Advisors, LLC | 0.00% | No change | 11,425 | $29K |
| Raymond James Financial Inc. | 0.00% | No change | 10,597 | $27K |
| Unified Investment Management | 0.03% | No change | 10,345 | $26K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 10,128 | $26K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 5,952 | $15K |
| UBS Group AG | 0.00% | Reduce -2.3% | 4,972 | $13K |
| Lanark Financial, Inc. | 0.00% | No change | 4,117 | $11K |
| Sunbelt Securities, Inc. | 0.00% | No change | 3,400 | $9K |
| Larson Financial Group LLC | 0.00% | No change | 2,000 | $5K |
| Activest Wealth Management | 0.00% | New | 1,500 | $4K |
| US Bancorp \de | 0.00% | No change | 1,000 | $3K |
| Highline Wealth Partners LLC | 0.00% | Add +60.0% | 800 | $2K |
| Advisory Services Network, LLC | 0.00% | New | 500 | $1K |
| Geneos Wealth Management Inc. | 0.00% | No change | 481 | $1K |
| Jones Financial Companies LLLP | 0.00% | New | 373 | $918 |
"% of holder's portfolio" is CIK's weight in each manager's 13F, not the share of UBS Asset Management Income the manager owns.