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UBS ASSET MANAGEMENT CREDIT INVESTMENTS GROUP (UK) LTD
CRD 113463File 801-40177
APPROVED
Custody
Disclosure events
Filing as of Aug 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$11.05B
Top 10% of cohort (national)
Discretionary AUM
$11.05B
Clients
56
56 accounts
Employees
0
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Nov 15, 1991
- Principal office
- FIVE BROADGATE, LONDON (ENGLAND), EC2M 2QS
- Phone
- +44 20 7888 8888
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $11.05B
- Discretionary AUM
- $11.05B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 56
- Non-discretionary accounts
- 0
- Total accounts
- 56
- AUM per client
- $197.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Pooled investment vehicles | 56 | $11.05B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $0 |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11A1
- Q11A2
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D4
- Q11D5
- Q11E2
- Q11H2
- Q11H1A
- Q11H1C
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 55 | 56 | increased by1 |
| Apr 1, 2026 | AUM | $9,738,377,724 | $11,045,754,403 | increased by$1,307,376,679 |
| Apr 1, 2026 | Accounts | 55 | 56 | increased by1 |
| Jan 1, 2026 | Employees | 2 | 0 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 62 | 2 | decreased by60 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 70 | 55 | decreased by15 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $12,138,633,928 | $9,738,377,724 | decreased by$2,400,256,204 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 70 | 55 | decreased by15 |
| Apr 1, 2022 | Employees | 60 | 62 | increased by2 |
| Apr 1, 2022 | Clients | 67 | 70 | increased by3 |
| Apr 1, 2022 | AUM | $11,170,121,935 | $12,138,633,928 | increased by$968,511,993 |
| Apr 1, 2022 | Accounts | 67 | 70 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “UBS ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“UBS ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.