Monitor for any future conversion to Schedule 13D or increase in stake above 5%, which would signal a shift from passive to active intent. No immediate catalyst.
Price Chart
Executive Summary
First Trust Portfolios L.P. and its affiliates filed an amended Schedule 13G disclosing a 1.57% passive stake (2,174,448 shares) in UBS Asset Management High Yield Credit Fund as of September 30, 2026. The filing is a routine passive ownership update with no material change in position or intent.
Key Financial Metrics
Key Facts
- First Trust Portfolios L.P. and affiliates hold 2,174,448 shares (1.57%) of UBS Asset Management High Yield Credit Fund.
- Filing date: October 7, 2026; stake as of September 30, 2026.
- The filing is a Schedule 13G/A amendment, indicating passive investment intent.
- Shares are held primarily through unit investment trusts sponsored by First Trust Portfolios L.P.
Financial Impact
No material financial impact; stake is small at 1.57% of outstanding shares.
Risk Factors
- No material risks identified from this routine filing.
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001445546-26-007474 |
| Document: 0001445546-26-007474-index-headers.html | 0001445546-26-007474 |
| Document: 0001445546-26-007474-index.html | 0001445546-26-007474 |
| Document: 0001445546-26-007474.txt | 0001445546-26-007474 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 7, 2026 20d ago | SC 13G/A | $15.96 | awaiting T+20 | — | $16.16 (+1.22%) |
Apr 21, 2026 26w ago | 424B5 | $1.80 $1.77 | ▼ −1.86% | ▼ −5.02% | $16.16 (+795.76%) |
Apr 3, 2026 29w ago | EFFECT | $1.86 $1.76 | ▼ −5.22% | ▼ −14.21% | $16.16 (+769.95%) |
US Market Status
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