UBS Group
MSIF

UBS Group’s MSC Income Fund Inc MSIF Stock Holding History

UBS Group’s Portfolio MSIF Stock Details MSIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.6M Buy
1,006,541
+209,794
+26% +$2.57M ﹤0.01% 3280
2026
Q1 		$9.7M Buy
796,747
+795,750
+79,814% +$10.3M ﹤0.01% 3383
2025
Q4 		$13.1K Sell
997
-21,846
-96% -$290K ﹤0.01% 8069
2025
Q3 		$300K Buy
22,843
+21,156
+1,254% +$315K ﹤0.01% 6437
2025
Q2 		$27.7K Buy
+1,687
New +$26.8K ﹤0.01% 8219

Other funds holding MSIF

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group's MSIF Position: Q2 2026 in Review

UBS Group increased its MSC Income Fund Inc (MSIF) stake by 26% in Q2 2026, buying an estimated $2.57M and bringing the position to 1,006,541 shares worth $11.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3280.

UBS Group first reported a position in MSIF in Q2 2025 and has held it in 5 quarters since. 166 funds tracked by Wall St. Rank hold MSIF as of Q2 2026.

  • UBS Group held 1,006,541 shares of MSC Income Fund Inc worth $11.6M as of Q2 2026.
  • UBS Group bought 209,794 MSC Income Fund Inc shares in Q2 2026, an estimated $2.57M.
  • MSC Income Fund Inc made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3280 holding.
  • UBS Group first reported a position in MSC Income Fund Inc in Q2 2025 and has held it in 5 quarters since.
  • 166 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.