6 more allocators, 1 more fund, 15 more corporate plans, 22 more commitment rows and 1 more dated event
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Ubs
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| UBS Pension Plan | 6 | 0 | Multi-asset, Private credit | Dec 31, 2022 | Dec 31, 2024 | |
| Gatx Corporation Noncontributory Pension Plan for Salaried Employees | 3 | 0 | Real estate | Dec 31, 2022 | Dec 31, 2024 | |
| Gatx Corporation Noncontributory Pension Plan for Hourly Employees | 3 | 0 | Real estate | Dec 31, 2022 | Dec 31, 2024 |
+6 more allocators back this manager
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- UBS Trumbull Diversified Property14 rows
- UBS U.S. Long Duration Credit Coll6 rows
- UBS Multi Asset Portfolio3 rows
+1 more fund on the tape
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- Connecticut Laborers' Pension Planplan years 2023
- Sdc-League Pension Fundplan years 2023
- Iron Workers Local No. 5 & Iwea Employees Pension Trust Fundplan years 2023
+15 more corporate plans name this manager on Schedule C
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| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Retirement Accumulation Plan for Partners of Pwc | UBS Trumbull Diversified Propertycollective trust | Real estate | $6.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Gatx Corporation Noncontributory Pension Plan for Salaried Employees | UBS Trumbull Diversified Propertycollective trust | Real estate | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Gatx Corporation Noncontributory Pension Plan for Hourly Employees | UBS Trumbull Diversified Propertycollective trust | Real estate | $595,770 held | Disclosed holding | askebsa.dol.gov |
+22 more commitment rows
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- Retirement Benefit Accumulation Plan for Employees of Pwc no longer reports UBS Trumbull Diversified Property (Ubs) (last held $1M at 2024-06-30; absent from the 2025-06-30 filing)with Ubsaskebsa.dol.gov
- Teledyne Technologies Incorporated Pension Plan no longer reports UBS Em Equity Opp Collective Fund (Ubs) (last held $9M at 2023-12-31; absent from the 2024-12-31 filing)with Ubsaskebsa.dol.gov
- UBS Realty Investors LLC no longer appears on Cleco Corporate Holdings LLC Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Ubsaskebsa.dol.gov
- UBS Realty Investors LLC no longer appears on Connecticut Laborers' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Ubsaskebsa.dol.gov
- UBS Realty Investors LLC appears on Connecticut Laborers' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Ubsaskebsa.dol.gov
+1 more dated event
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Ubs sits on 3 traced paths of capital across the graphs.
DFX traced 3 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
›Connections
every published relationship on the graph
+20 connections on the graph
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