DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Manager

Ubs

EIN 363762086
Public LPs on the tape
9
distinct allocators disclosing a fund
Commitment rows
25
0 dated closings
Disclosed commitments
n/a
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
18
Schedule C investment manager rows
Who backs this manager
9 allocators
AllocatorRowsRe-upsDisclosed $BucketsFirstLatest
UBS Pension Plan60Multi-asset, Private creditDec 31, 2022Dec 31, 2024
Gatx Corporation Noncontributory Pension Plan for Hourly Employees30Real estateDec 31, 2022Dec 31, 2024
Gatx Corporation Noncontributory Pension Plan for Salaried Employees30Real estateDec 31, 2022Dec 31, 2024
Kaman Corporation Employees' Pension Plan30Private creditDec 31, 2022Dec 31, 2024
Retirement Plan for Employees of the Avista Corporation30Real estateDec 31, 2022Dec 31, 2024
Retirement Accumulation Plan for Partners of Pwc20Real estateJun 30, 2024Jun 30, 2025
Retirement Benefit Accumulation Plan for Employees of Pwc20Real estateJun 30, 2023Jun 30, 2024
Teledyne Technologies Incorporated Pension Plan20Public equityDec 31, 2022Dec 31, 2023
Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners10Real estateJun 30, 2023Jun 30, 2023
Funds on the tape
4 vehicles
Corporate and Taft-Hartley plans (Schedule C)
18 plans
Commitment rows
25 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Jun 30, 2025Retirement Accumulation Plan for Partners of PwcUBS Trumbull Diversified Propertycollective trustReal estate$6.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Gatx Corporation Noncontributory Pension Plan for Hourly EmployeesUBS Trumbull Diversified Propertycollective trustReal estate$595,770 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Gatx Corporation Noncontributory Pension Plan for Salaried EmployeesUBS Trumbull Diversified Propertycollective trustReal estate$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024UBS Pension PlanUBS Multi Asset Portfoliocollective trustMulti-asset$54.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Kaman Corporation Employees' Pension PlanUBS U.S. Long Duration Credit Collcollective trustPrivate credit$94.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024UBS Pension PlanUBS U.S. Long Duration Credit Collcollective trustPrivate credit$124M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Plan for Employees of the Avista CorporationUBS Trumbull Diversified Propertycollective trustReal estate$7.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Retirement Accumulation Plan for Partners of PwcUBS Trumbull Diversified Propertycollective trustReal estate$7.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Retirement Benefit Accumulation Plan for Employees of PwcUBS Trumbull Diversified Propertycollective trustReal estate$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Gatx Corporation Noncontributory Pension Plan for Hourly EmployeesUBS Trumbull Diversified Propertycollective trustReal estate$675,528 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023UBS Pension PlanUBS Multi Asset Portfoliocollective trustMulti-asset$77.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023UBS Pension PlanUBS U.S. Long Duration Credit Collcollective trustPrivate credit$129M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Kaman Corporation Employees' Pension PlanUBS U.S. Long Duration Credit Collcollective trustPrivate credit$48.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Gatx Corporation Noncontributory Pension Plan for Salaried EmployeesUBS Trumbull Diversified Propertycollective trustReal estate$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Teledyne Technologies Incorporated Pension PlanUBS Em Equity Opp Collective Fundcollective trustPublic equity$9.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Retirement Plan for Employees of the Avista CorporationUBS Trumbull Diversified Propertycollective trustReal estate$8.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Retirement Benefit Accumulation Plan for Employees of PwcUBS Trumbull Diversified Propertycollective trustReal estate$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Pricewaterhousecoopers LLP Retirement Accumulation Plan for PartnersUBS Trumbull Diversified Propertycollective trustReal estate$8.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022UBS Pension PlanUBS Multi Asset Portfoliocollective trustMulti-asset$70.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022UBS Pension PlanUBS U.S. Long Duration Credit Collcollective trustPrivate credit$148M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Kaman Corporation Employees' Pension PlanUBS U.S. Long Duration Credit Collcollective trustPrivate credit$67.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Teledyne Technologies Incorporated Pension PlanUBS Em Equity Opp Collective Fundcollective trustPublic equity$8.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Gatx Corporation Noncontributory Pension Plan for Salaried EmployeesUBS Trumbull Diversified Propertycollective trustReal estate$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Retirement Plan for Employees of the Avista CorporationUBS Trumbull Diversified Propertycollective trustReal estate$11.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Gatx Corporation Noncontributory Pension Plan for Hourly EmployeesUBS Trumbull Diversified Propertycollective trustReal estate$903,891 heldDisclosed holdingaskebsa.dol.gov
What changed