M&A - PIMCO Access Income Fund

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Form Type: SCHEDULE 13G/A

Filing Date: 2025-02-10

Corporate Action: Acquisition

Type: Update

Accession Number: 000161052025000009

Filing Summary: UBS Group AG has filed this Schedule 13G/A on behalf of itself and its wholly owned subsidiary UBS Financial Services Inc., reporting on its ownership of shares in PIMCO Access Income Fund. The acquisition of shares stems from UBS Group AG’s acquisition of Credit Suisse Group AG on June 12, 2023, wherein UBS assumed all assets and liabilities of Credit Suisse, thereby becoming the indirect owner of its subsidiaries. As of December 31, 2024, UBS holds ownership of 2,233,985 shares of the PIMCO Access Income Fund, representing 5.05% of the total shares. UBS certifies that these securities were obtained in the ordinary course of business and not for the purpose of changing control of the issuer.

Document Link: View Document

Additional details:

Common Stock Date: 12/31/2024


Acquired In Transaction: Credit Suisse Group AG


Transaction Date: 06/12/2023


Shares Owned: 2233985


Percentage Owned: 5.05


Subsidiary Name: UBS Financial Services Inc.


Address: 1633 BROADWAY, NEW YORK, NY 10019


Foreign Owner Address: Bahnhofstrasse 45, PO Box CH-8021 Zurich, Switzerland


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