As of November 6, 2026, UBS Asset Management Income Fund, Inc. is a publicly traded company (NYSE: CIK); its largest reported holder is First Trust Portfolios L.P., with 16.82% on Schedule 13G/A of October 14, 2026, then Sit Investment Associates Inc. (5.1%). The largest insider holding is Laura A. DeFelice, a director, with 47,402 shares, per Form 4 of January 21, 2025 (Schedule 13G/A, October 14, 2026).
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Is UBS Asset Management Income Fund, Inc. a real, registered company?
- UBS Asset Management Income Fund, Inc. files with the SEC under CIK 810766 (its SEC filings).
- Its shares are listed under the ticker CIK on NYSE (SEC company record).
- Incorporated in Maryland; business address in New York, New York, as its SEC filings state.
- Court and bankruptcy records: see Before you sign or pay below.
Before you sign or pay
- Court and bankruptcy: No federal court case or bankruptcy filing found under UBS Asset Management Income Fund, Inc. in our court records and SEC 8-K records (as of 2026-11-06).
- Ownership: 5%+ holders are reported on Schedule 13D or 13G; the latest names First Trust Portfolios L.P. (filed 2026-10-14).
Who are UBS Asset Management Income Fund, Inc.'s owners and officers?
UBS Asset Management Income Fund, Inc.: incorporated in Maryland; business address in New York, New York (Schedule 13G/A, 2026-10-14).
| Report | Holder | Share |
|---|---|---|
| Schedule 13G/A, 2026-10-14 | First Trust Portfolios L.P. | 16.82% |
| Schedule 13G, 2026-10-02 | Sit Investment Associates Inc | 5.1% |
| Schedule 13G/A, 2026-07-14 | First Trust Portfolios L.P. | 18.13% |
| Schedule 13G/A, 2026-04-17 | First Trust Portfolios L.P. | 20.77% |
| Schedule 13G/A, 2025-10-22 | First Trust Portfolios L.P. | 21.83% |
Questions about who owns UBS Asset Management Income Fund, Inc.
Who owns UBS Asset Management Income Fund, Inc.?
On this page, 2 holders' latest ownership filings report 5% or more of UBS Asset Management Income Fund, Inc.: First Trust Portfolios L.P. (16.82%, Schedule 13G/A, filed 2026-10-14) and Sit Investment Associates Inc (5.1%, Schedule 13G, filed 2026-10-02).
Who are the largest shareholders of UBS Asset Management Income Fund, Inc.?
By the share each holder's latest filing reports, the largest holders of UBS Asset Management Income Fund, Inc. on this page are First Trust Portfolios L.P. (16.82%) and Sit Investment Associates Inc (5.1%).
When did First Trust Portfolios L.P. buy into UBS Asset Management Income Fund, Inc.?
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 21.83%; its latest, Schedule 13G/A filed 2026-10-14, reports 16.82%. 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%); 5 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.
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What the Full Report on UBS Asset Management Income Fund, Inc. covers
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Which Company This Is
What They Do, And How The Money Works
Who Runs It, And How To Reach Them
The Money: Funding, Valuation, Runway
Who Pays Them, And Who They Are Up Against
Warning Bells
Sources
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Which insiders own UBS Asset Management Income Fund, Inc. shares?
Directors, officers and holders of 10% or more report their shares on Forms 3, 4 and 5. Each line is the latest such report, largest holding first.
- , a director: 47,402 shares (Form 4, 2025-01-21).
- , a director: 8,620 shares (Form 4/A, 2025-01-06).
Shares only: the company's cover page does not give one share count for a single class, so no percentage is worked out.
How much has UBS Asset Management Income Fund, Inc. raised?
No fundraising or offering filing from UBS Asset Management Income Fund, Inc. is on file with us.
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More on UBS Asset Management Income Fund, Inc. and the records around it.
UBS Asset Management Income Fund, Inc. elsewhere on the record
- 5%+ stake filings Oct 2026
Companies that share a holder
- SIT INVESTMENT ASSOCIATES INC also filed stake reports on 67 other companies: TCW STRATEGIC INCOME FUND INC (Nov 2026), Western Asset Premier Bond Fund (Nov 2026), Blackstone Long-Short Credit Income Fund (Oct 2026)
- First Trust Portfolios L.P. also filed stake reports on 105 other companies: First Trust Exchange-Traded Fund (Nov 2026), First Trust Exchange-Traded Fund IV (Nov 2026), First Trust Exchange-Traded Fund VIII (Nov 2026)
Related pages
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