MentionFox
Home › Stakes › UBS Asset Management High Yield Credit Fund
5%+ stakes · Schedule 13D and 13G

UBS Asset Management High Yield Credit Fund: 5%+ holders

Before you sign with, sell to or invest in UBS Asset Management High Yield Credit Fund

MentionFox check on UBS Asset Management High Yield Credit Fund: no red flags found in 6 sources (checked 10 November 2026). mentionfox.com/c/stakes/ubs-asset-management-high-yield-credit-fund

Check UBS Asset Management High Yield Credit Fund before you sign, sell or invest Free, no sign-up: every record on file, each linked to its source.

What do you want to do about UBS Asset Management High Yield Credit Fund?

Who has reported owning 5% or more of UBS Asset Management High Yield Credit Fund, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 10, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of UBS Asset Management High Yield Credit Fund. The largest reported stake is First Trust Portfolios L.P.'s, at 17.25%. 6 filings are on record since October 22, 2025 (Schedule 13G, November 6, 2026).

Sit Investment Associates, Inc. also filed stake reports on 67 other companies ↓

Sell to companies like UBS Asset Management High Yield Credit Fund? Enter your website and see 10 with a filed reason to buy from you this month. Free.

Opens in a new tab. No signup.

Key facts

  • · Reporting person: First Trust Portfolios L.P. · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 2,383,661 · SCHEDULE 13G, 2026-11-06
  • · Holder: First Trust Portfolios L.P. · Percent: 1.57% · SCHEDULE 13G/A
  • · Holder: First Trust Portfolios L.P. · Percent: 15.66% · SCHEDULE 13G/A
  • · Reporting person: Sit Investment Associates, Inc. · Sole voting: 0 · Shared voting: 17,806,203 · Sole dispositive: 0 · Shared dispositive: 17,806,203 · SCHEDULE 13G, 2026-06-04
  • · Holder: First Trust Portfolios L.P. · Percent: 19.93% · SCHEDULE 13G/A
At 5% or more2
Filings6
Latest filing2026-11-06

UBS Asset Management High Yield Credit Fund has 6 Schedule 13D or 13G filings on record since 2025-10-22. 2 holders' latest filing reports 5% or more of common. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
First Trust Portfolios L.P.17.25%2,383,661SCHEDULE 13G, 2026-11-062026-10-31
Sit Investment Associates, Inc.12.9%17,806,203SCHEDULE 13G, 2026-06-042026-05-29

Holding shares or following this stake? See who's behind UBS Asset Management High Yield Credit Fund and the warning signs.

Watch UBS Asset Management High Yield Credit Fund: email me the next time it files something

Free to see. No signup.

Keep reading

More on UBS Asset Management High Yield Credit Fund and the records around it.

UBS Asset Management High Yield Credit Fund elsewhere on the record

Companies that share a holder

Want the whole picture on UBS Asset Management High Yield Credit Fund?

Example from a real report (our sample on Target): “Target eliminated approximately 1,800 corporate positions, with around 1,000 employees receiving layoff notices and the remainder accounted for by eliminating open roles.” Source: NBC News

A Full Report on UBS Asset Management High Yield Credit Fund: verified, sourced, every claim cited, ready in a few minutes. See pricing.

What the Full Report on UBS Asset Management High Yield Credit Fund covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    6 cited sources found

Plus the sections for what you are deciding, which you pick after ordering.

See a sample report

First screen of a real sample Full Report on EchoStar: the verdict, 17 sections, 63 cited sources, built 2026-10-21A real finished report, first screen. Opens in a new tab.

Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
First Trust Portfolios L.P.0002,383,661SCHEDULE 13G, 2026-11-06
First Trust Advisors L.P.0002,383,661SCHEDULE 13G, 2026-11-06
The Charger Corporation0002,383,661SCHEDULE 13G, 2026-11-06
Sit Investment Associates, Inc.017,806,203017,806,203SCHEDULE 13G, 2026-06-04
Sit Fixed Income Advisors II, LLC017,806,203017,806,203SCHEDULE 13G, 2026-06-04

The latest filing identifies UBS Asset Management High Yield Credit Fund by CUSIP 22544F202 and gives its principal executive office as Eleven Madison Avenue, New York, NY 10010 (SCHEDULE 13G, 2026-11-06).

Timeline

FiledHolderPercentFiling
2025-10-22First Trust Portfolios L.P.21.49%SCHEDULE 13G/A
2026-04-17First Trust Portfolios L.P.19.93%SCHEDULE 13G/A
2026-06-04Sit Investment Associates, Inc.12.9%SCHEDULE 13G
2026-07-14First Trust Portfolios L.P.15.66%SCHEDULE 13G/A
2026-10-07First Trust Portfolios L.P.1.57%SCHEDULE 13G/A
2026-11-06First Trust Portfolios L.P.17.25%SCHEDULE 13G

Questions about who owns UBS Asset Management High Yield Credit Fund

Who owns UBS Asset Management High Yield Credit Fund?

On this page, 2 holders' latest ownership filings report 5% or more of UBS Asset Management High Yield Credit Fund: First Trust Portfolios L.P. (17.25%, Schedule 13G, filed 2026-11-06) and Sit Investment Associates, Inc. (12.9%, Schedule 13G, filed 2026-06-04).

Who are the largest shareholders of UBS Asset Management High Yield Credit Fund?

By the share each holder's latest filing reports, the largest holders of UBS Asset Management High Yield Credit Fund on this page are First Trust Portfolios L.P. (17.25%) and Sit Investment Associates, Inc. (12.9%).

When did First Trust Portfolios L.P. buy into UBS Asset Management High Yield Credit Fund?

The filings give report dates, not purchase dates. The earliest filing from First Trust Portfolios L.P. on this page is the Schedule 13G/A, filed 2025-10-22, reporting 21.49%; its latest, Schedule 13G filed 2026-11-06, reports 17.25%. That earliest filing is itself an amendment, which updates an earlier report.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 6 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

Tools for this story

Each opens in a new tab, filled in for UBS Asset Management High Yield Credit Fund. With no account yet, you sign up free and land on the result.

Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/ubs-asset-management-high-yield-credit-fund
Last updated 2026-11-10
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of UBS Asset Management High Yield Credit Fund? 2 holders at 5% or more, largest First Trust Portfolios L.P. 17.25%. MentionFox, 2026-11-10. https://mentionfox.com/stakes/ubs-asset-management-high-yield-credit-fund