CREDIT SUISSE AG/
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 122,067,189
- Description
- Credit Suisse was a major Swiss global bank offering wealth management, investment banking, and asset management before its acquisition by UBS in 2023. The firm's 13F filings reflect its former trading, market-making, and investment activities across U.S. equities and derivatives. Credit Suisse historically served ultra-high-net-worth clients and institutional investors with structured products and bespoke portfolio solutions. Its legacy holdings are now being integrated into the broader UBS platform following the emergency merger.
- Website
- https://www.ubs.com/
- Founded
- 1856
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 8/11/2014 | 4,646 | 122,067,189 | 13F-HR | CREDIT SUISSE AG/ |
| Q1 2014 | 5/15/2014 | 4,632 | 102,179,494 | 13F-HR | CREDIT SUISSE AG/ |
| Q4 2013 | 2/14/2014 | 4,565 | 110,323,860 | 13F-HR | CREDIT SUISSE AG/ |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
24.47 M
(20.0% of total reported value)
· QoQ Δ:
+9.038 M
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 85.24 M | 87.3% | 9.752 M | 0 | 9.752 M |
| ETFs | 10.99 M | 11.3% | 1.023 M | 0 | 1.023 M |
| Debt | 1.065 M | 1.1% | 0 | 5.399 K | -5.399 K |
| Other | 296.2 K | 0.3% | 78.54 K | 0 | 78.54 K |
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Fund Snapshot
Q2 2014
Latest filed
8/11/2014
Total value ($000)
122,067,189
Holdings
4646
QoQ value change ($000)
19,887,695
(19.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.