UBS Asset Management Income Fund, Inc.
CIK- Exchange
- NYSE
- SEC CIK
- 0000810766
No open-market purchases or sales by UBS Asset Management Income Fund, Inc. insiders were filed in the last 90 days; 52 institutions reported holding it in 13F filings for Q2 2026, worth $16.3M in total; no superinvestor holds it.
Q3 2025 vs. Q2 2025
How the institutions holding UBS Asset Management Income Fund, Inc. changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 48 | 1 | 48 | +1 |
| Shares | 4.56M | 11.9K | 3.94M | −610.2K (−13.4%) |
| Value | $13.5M | $35.2K | $11.5M | −$1.92M (−14.3%) |
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held UBS Asset Management Income Fund, Inc. at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Creative Planning | 36,186 | $106.0K | 0.00% |
| StoneX Group Inc. | 18,983 | $55.6K | 0.00% |
| Balyasny Asset Management LLC | 13,166 | $38.6K | 0.00% |
| Pensionmark Financial Group, LLC | 11,044 | $32.4K | 0.00% |
| Fifth Third Bancorp | 3,293 | $9.65K | 0.00% |
| Larson Financial Group LLC | 2,000 | $5.86K | 0.00% |
| Advisory Services Network, LLC | 500 | $1.47K | 0.00% |
| Highline Wealth Partners LLC | 500 | $1.47K | 0.00% |
Sold out (7)
Institutions that held UBS Asset Management Income Fund, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Calamos Advisors LLC | 110,285 | $326.4K |
| Xcel Wealth Management, LLC | 15,755 | $46.6K |
| Virtu Financial LLC | 14,481 | $43.0K |
| Susquehanna International Group, LLP | 13,763 | $40.7K |
| Tactive Advisors, LLC | 12,575 | $37.2K |
| Raymond James Financial Inc | 8,470 | $25.1K |
| MAI Capital Management | 460 | $1.36K |
Not filed for Q3 2025 yet (1)
Institutions that held UBS Asset Management Income Fund, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Atria Wealth Solutions, Inc. | 11,900 | $35.2K |