No action warranted. The filing reflects a routine passive ownership update with no change in position or intent. Monitor for any future conversion to Schedule 13D, which would signal activist intent.
Price Chart
Executive Summary
First Trust Portfolios L.P. and affiliates filed an amended Schedule 13G disclosing a 16.82% passive stake in UBS Asset Management Income Fund, Inc. as of September 30, 2026. The filing confirms the group holds 9,227,043 common shares, unchanged from the prior filing 12 days ago. This is a routine passive ownership update with no material change in position or intent.
Key Financial Metrics
Key Facts
- First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation collectively own 9,227,043 shares (16.82%) of UBS Asset Management Income Fund, Inc.
- The stake is unchanged from the prior SC 13G filed October 2, 2026.
- Filers certify passive intent under Rule 13d-1(b) and disclaim beneficial ownership.
- Shares are held primarily through unit investment trusts sponsored by First Trust Portfolios L.P.
Financial Impact
No financial impact — passive stake disclosure with no change in position.
Risk Factors
- No material risks identified from this filing.
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001445546-26-007609 |
| Document: 0001445546-26-007609-index-headers.html | 0001445546-26-007609 |
| Document: 0001445546-26-007609-index.html | 0001445546-26-007609 |
| Document: 0001445546-26-007609.txt | 0001445546-26-007609 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 14, 2026 13d ago | SC 13G/A | $2.30 | awaiting T+20 | — | $2.31 (+0.43%) |
Oct 2, 2026 25d ago | SC 13G | $2.30 | awaiting T+20 | — | $2.31 (+0.43%) |
US Market Status
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