UBS Asset Management High YiDHY
13F holders, Q4 2025 (December 31)70holders −5
7new positions
12sold out
1famous investor
$2.00avg. 13F price*
At the end of Q4 2025, 70 institutions reported holding UBS Asset Management High Yi (DHY) in their 13F filings, down 5 from Q3 2025. 7 opened new positions and 12 sold out. The largest holders were Invesco Ltd. ($2.0M), Morgan Stanley ($1.9M) and LPL Financial LLC ($1.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- UBS Asset Management High Yi
- Filed as
- CREDIT SUISSE HIGH YIELD CRE (Q4 2025)
- CUSIP
- 22544F103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $364K |
| Exits | 12 | $591K |
All 13F filers, Q3 2025 → Q4 2025: 943,913 shares bought and 1,371,305 shares sold, net −427,392 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| Invesco Ltd. | 0.00% | Reduce -4.9% | 989,754 | $2.0M |
| Morgan Stanley | 0.00% | Reduce -32.3% | 949,085 | $1.9M |
| LPL Financial LLC | 0.00% | Reduce -5.6% | 764,106 | $1.5M |
| Fiera Capital Corp | 0.00% | Add +47.3% | 611,983 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +17.5% | 608,262 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.6% | 562,183 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +2.9% | 493,451 | $987K |
| Commonwealth Equity Services, LLC | 0.00% | Add +522.3% | 415,826 | $832K |
| Sit Investment Associates Inc. | 0.01% | Reduce -60.7% | 244,296 | $489K |
| Janney Montgomery Scott LLC | 0.00% | Add +5.6% | 150,029 | $300K |
| Royal Bank of Canada | 0.00% | Reduce -0.4% | 133,508 | $267K |
| Integrated Capital Management, Inc. | 0.17% | Add +0.7% | 124,404 | $249K |
| Collaborative Wealth Managment Inc. | 0.08% | No change | 110,898 | $222K |
| Jane Street Group, LLC | 0.00% | Reduce -42.6% | 109,153 | $218K |
| Harbour Investments, Inc. | 0.00% | Reduce -2.6% | 96,653 | $193K |
| Joseph P. Lucia & Associates, LLC | 0.07% | No change | 96,335 | $193K |
| Mutual Advisors, LLC | 0.00% | Add +0.0% | 78,739 | $157K |
| Equitable Holdings, Inc. | 0.00% | Add +34.6% | 73,417 | $147K |
| Creative Planning | 0.00% | Reduce -1.4% | 71,377 | $143K |
| Bank of America Corp. | 0.00% | Add +2.3% | 61,395 | $123K |
| MML Investors Services, LLC | 0.00% | Add +9.6% | 51,555 | $103K |
| First Western Trust Bank | 0.00% | No change | 50,000 | $100K |
| Cetera Investment Advisers | 0.00% | Reduce -34.1% | 48,499 | $97K |
| D.A. Davidson & Co. | 0.00% | Add +32.0% | 43,680 | $87K |
| Integrated Advisors Network LLC | 0.00% | Reduce -15.2% | 42,454 | $85K |
| Raymond James Financial Inc. | 0.00% | Add +17.7% | 42,374 | $85K |
| Wolverine Asset Management LLC | 0.00% | Add +1273.6% | 42,170 | $84K |
| Brookwood Investment Group LLC | 0.01% | Reduce -8.7% | 40,093 | $80K |
| Focus Partners Wealth | 0.00% | New | 40,000 | $80K |
| Boothbay Fund Management, LLC | 0.00% | New | 38,634 | $77K |
| IHT Wealth Management, LLC | 0.00% | New | 37,137 | $74K |
| NewEdge Advisors, LLC | 0.00% | No change | 35,400 | $71K |
| Alpha Cubed Investments, LLC | 0.00% | No change | 35,000 | $70K |
| Mariner, LLC | 0.00% | Reduce -3.6% | 34,054 | $68K |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.1% | 33,935 | $68K |
| Integrity Advisory Solutions, LLC | 0.01% | Add +24.9% | 26,501 | $53K |
| Winter & Associates, Inc. | 0.05% | — | 26,258 | $53K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.1% | 25,886 | $52K |
| Landscape Capital Management, L.L.C. | 0.00% | New | 25,617 | $51K |
| Melfa Wealth Management, Inc. | 0.03% | No change | 25,363 | $51K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -1.0% | 25,000 | $50K |
| Two Sigma Securities, LLC | 0.01% | Add +6.9% | 23,757 | $48K |
| UBS Group AG | 0.00% | No change | 23,560 | $47K |
| PFG Investments, LLC | 0.00% | No change | 22,630 | $45K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 22,426 | $45K |
| Prospera Financial Services Inc | 0.00% | Reduce -33.3% | 20,006 | $40K |
| Allworth Financial LP | 0.00% | No change | 20,000 | $40K |
| Rockefeller Capital Management L.P. | 0.00% | New | 20,000 | $40K |
| Citadel Advisors | 0.00% | New | 19,951 | $40K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.5% | 18,955 | $38K |
| Captrust Financial Advisors | 0.00% | Add +3.3% | 17,852 | $36K |
| Patton Albertson Miller Group, LLC | 0.00% | No change | 15,300 | $31K |
| Adapt Wealth Advisors, LLC | 0.01% | No change | 15,000 | $30K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.00% | Add +2.3% | 12,777 | $26K |
| Calton & Associates, Inc. | 0.00% | Reduce -1.9% | 11,516 | $23K |
| Osaic Holdings, Inc. | 0.00% | Reduce -60.6% | 11,433 | $23K |
| Trilogy Capital Inc. | 0.00% | No change | 11,300 | $23K |
| Vantage Financial Partners, LLC | 0.00% | Reduce -28.5% | 10,644 | $21K |
| Garner Asset Management Corp | 0.01% | Add +0.6% | 10,623 | $21K |
| Vista Cima Wealth Management LLC | 0.02% | No change | 10,000 | $20K |
| Kilter Group LLC | 0.01% | Add +2.3% | 6,315 | $13K |
| Quaker Wealth Management, LLC | 0.00% | No change | 5,000 | $10K |
| CoreCap Advisors, LLC | 0.00% | No change | 4,490 | $9K |
| IFP Advisors, Inc | 0.00% | No change | 2,223 | $4K |
| Anfield Capital Management, LLC | 0.00% | No change | 2,074 | $4K |
| MAI Capital Management | 0.00% | No change | 1,800 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 1,400 | $3K |
| Assetmark, Inc. | 0.00% | Reduce -50.0% | 1,075 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 933 | $2K |
| Quent Capital, LLC | 0.00% | New | 581 | $1K |
"% of holder's portfolio" is DHY's weight in each manager's 13F, not the share of UBS Asset Management High Yi the manager owns.