UBS Group
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UBS Group’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

UBS Group’s Portfolio PSF Stock Details PSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.82M Buy
351,897
+8,935
+3% +$180K ﹤0.01% 3748
2025
Q4 		$6.96M Sell
342,962
-7,446
-2% -$153K ﹤0.01% 3686
2025
Q3 		$7.28M Sell
350,408
-13,800
-4% -$283K ﹤0.01% 3639
2025
Q2 		$7.34M Sell
364,208
-2,933
-0.8% -$56.9K ﹤0.01% 3453
2025
Q1 		$7.34M Buy
367,141
+15,628
+4% +$314K ﹤0.01% 3381
2024
Q4 		$6.95M Buy
351,513
+47,296
+16% +$968K ﹤0.01% 3473
2024
Q3 		$6.52M Buy
304,217
+32,567
+12% +$660K ﹤0.01% 2796
2024
Q2 		$5.37M Buy
271,650
+1,081
+0.4% +$20.9K ﹤0.01% 2806
2024
Q1 		$5.41M Buy
270,569
+20,044
+8% +$391K ﹤0.01% 2890
2023
Q4 		$4.73M Sell
250,525
-9,032
-3% -$166K ﹤0.01% 2843
2023
Q3 		$4.7M Buy
259,557
+11,899
+5% +$216K ﹤0.01% 2635
2023
Q2 		$4.5M Buy
247,658
+3,668
+2% +$64.6K ﹤0.01% 2702
2023
Q1 		$4.42M Sell
243,990
-19,988
-8% -$402K ﹤0.01% 2643
2022
Q4 		$4.94M Sell
263,978
-179,334
-40% -$3.4M ﹤0.01% 2516
2022
Q3 		$7.96M Buy
443,312
+5,151
+1% +$107K ﹤0.01% 1975
2022
Q2 		$8.93M Buy
438,161
+59,599
+16% +$1.27M ﹤0.01% 1898
2022
Q1 		$8.74M Buy
378,562
+82,338
+28% +$1.94M ﹤0.01% 2044
2021
Q4 		$7.94M Sell
296,224
-11,567
-4% -$326K ﹤0.01% 2360
2021
Q3 		$8.77M Sell
307,791
-5,681
-2% -$174K ﹤0.01% 2134
2021
Q2 		$9.61M Sell
313,472
-6,665
-2% -$197K ﹤0.01% 2070
2021
Q1 		$8.87M Sell
320,137
-1,291
-0.4% -$35K ﹤0.01% 2061
2020
Q4 		$9.03M Sell
321,428
-7,580
-2% -$201K ﹤0.01% 1924
2020
Q3 		$8.73M Sell
329,008
-1,019
-0.3% -$26.7K ﹤0.01% 1738
2020
Q2 		$8.13M Buy
330,027
+21,158
+7% +$517K ﹤0.01% 1676
2020
Q1 		$6.84M Buy
308,869
+49,001
+19% +$1.4M ﹤0.01% 1671
2019
Q4 		$8.19M Buy
259,868
+50,263
+24% +$1.52M ﹤0.01% 2134
2019
Q3 		$6.19M Buy
209,605
+3,221
+2% +$92.8K ﹤0.01% 2183
2019
Q2 		$5.81M Sell
206,384
-8,821
-4% -$246K ﹤0.01% 2199
2019
Q1 		$5.75M Sell
215,205
-2,921
-1% -$77.2K ﹤0.01% 2099
2018
Q4 		$5.18M Sell
218,126
-14,239
-6% -$358K ﹤0.01% 2114
2018
Q3 		$6.18M Buy
232,365
+9,248
+4% +$254K ﹤0.01% 2173
2018
Q2 		$5.99M Buy
223,117
+44,764
+25% +$1.17M ﹤0.01% 2185
2018
Q1 		$4.64M Buy
178,353
+47,419
+36% +$1.27M ﹤0.01% 2388
2017
Q4 		$3.7M Sell
130,934
-2,675
-2% -$75.4K ﹤0.01% 2650
2017
Q3 		$3.77M Buy
133,609
+1,646
+1% +$46.3K ﹤0.01% 2498
2017
Q2 		$3.75M Buy
131,963
+18,117
+16% +$501K ﹤0.01% 2415
2017
Q1 		$3.02M Sell
113,846
-38,780
-25% -$1.03M ﹤0.01% 2545
2016
Q4 		$3.99M Buy
152,626
+12,466
+9% +$326K ﹤0.01% 2308
2016
Q3 		$3.76M Buy
140,160
+2,227
+2% +$61.5K ﹤0.01% 2288
2016
Q2 		$3.7M Sell
137,933
-12,020
-8% -$315K ﹤0.01% 2238
2016
Q1 		$3.79M Sell
149,953
-7,810
-5% -$193K ﹤0.01% 2108
2015
Q4 		$3.93M Buy
157,763
+10,117
+7% +$246K ﹤0.01% 2177
2015
Q3 		$3.44M Buy
147,646
+6,596
+5% +$158K ﹤0.01% 2252
2015
Q2 		$3.4M Buy
141,050
+4,320
+3% +$111K ﹤0.01% 2462
2015
Q1 		$3.63M Buy
136,730
+6,293
+5% +$166K ﹤0.01% 2367
2014
Q4 		$3.35M Buy
+130,437
New +$3.4M ﹤0.01% 2421

Other funds holding PSF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group's PSF Position: Q1 2026 in Review

UBS Group increased its Cohen & Steers Select Preferred & Income Fund (PSF) stake by 2.6% in Q1 2026, buying an estimated $180K and bringing the position to 351,897 shares worth $6.82M. The position accounts for ﹤0.01% of the portfolio, ranked #3748.

UBS Group first reported a position in PSF in Q4 2014 and has held it in 46 quarters since. The position peaked at $9.61M in Q2 2021. 56 funds tracked by Wall St. Rank hold PSF as of Q1 2026.

  • UBS Group held 351,897 shares of Cohen & Steers Select Preferred & Income Fund worth $6.82M as of Q1 2026.
  • UBS Group bought 8,935 Cohen & Steers Select Preferred & Income Fund shares in Q1 2026, an estimated $180K.
  • Cohen & Steers Select Preferred & Income Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3748 holding.
  • UBS Group first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Cohen & Steers Select Preferred & Income Fund position peaked at $9.61M in Q2 2021.
  • 56 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.