Preferred Securities and Income SMA Shares

Preferred Securities and Income SMA Shares is a registered fund series of Cohen & Steers Preferred Securities & Income SMA Shares, Inc. (series S000064832). Net assets $422.9M as of 2026-04-30.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
State Street Institutional Treasury Plus Money Market Fund$6.7M158.75%
CITIGROUP INC$6.0M141.89%
BANK OF AMERICA CORP$5.9M138.89%
CITIGROUP INC$5.6M133.48%
CITIGROUP INC$4.6M108.61%
ING GROEP NV$4.4M103.00%
ALGONQUIN PWR & UTILITY$4.1M97.69%
ENBRIDGE INC$4.1M96.58%
BARCLAYS PLC$4.1M96.56%
GOLDMAN SACHS GROUP INC$4.0M94.86%
SOUTH BOW CAN INFRA HOLD$3.9M91.98%
BNP PARIBAS$3.8M89.54%
BNP PARIBAS$3.7M88.54%
UBS GROUP AG$3.7M88.14%
ROYAL BANK OF CANADA$3.7M86.69%

Net asset history

Report dateNet assets
2026-04-30$422.9M
2026-01-31$433.2M
2025-10-31$444.0M
2025-07-31$428.8M
2025-04-30$409.3M
2025-01-31$425.5M
2024-10-31$423.5M
2024-07-31$392.0M

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