UBS SECURITIES
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
32
Active participants
1,078,853
Total plan assets
$438.7B
Filings (rows)
38
Direct comp
$1.9M
Indirect comp
$782K
Aggregating 5 name variants under "UBS SECURITIES"
SERVICES PROVIDED
Other23
Broker9
Top plans served
Showing top 38 of 32 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN | SEATTLE, WA | Other NONE | 231,156 | $57.4B | $36K |
| WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN | SEATTLE, WA | Other NONE | 231,353 | $56.4B | $8K |
| WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN | SEATTLE, WA | Other NONE | 229,511 | $53.7B | $35K |
| GENERAL ELECTRIC COMPANY GENERAL ELECTRIC PENSION TRUST | BOSTON, MA | Broker SECURITIES BROKERAGE | — | $46.7B | $0 |
| GENERAL ELECTRIC COMPANY GENERAL ELECTRIC PENSION TRUST | BOSTON, MA | Broker SECURITIES BROKERAGE | — | $46.7B | $0 |
| GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE GENERAL ELECTRIC PENSION TRUST | EVENDALE, OH | Broker SECURITIES BROKERAGE | — | $46.2B | $0 |
| GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE GENERAL ELECTRIC PENSION TRUST | EVENDALE, OH | Broker SECURITIES BROKERAGE | — | $46.2B | $0 |
| GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE GENERAL ELECTRIC PENSION TRUST | EVENDALE, OH | Broker SECURITIES BROKERAGE | — | $24.9B | $0 |
| GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE GENERAL ELECTRIC PENSION TRUST | EVENDALE, OH | Broker SECURITIES BROKERAGE | — | $24.9B | $0 |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST | BETHESDA, MD | Other CONSULTING | — | $24.6B | $1.0M |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 401(K) PENSION PLAN | ARLINGTON, VA | Broker BROKER | 61,593 | $16.8B | $0 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 401(K) PENSION PLAN | ARLINGTON, VA | Broker BROKER | 60,192 | $15.0B | $0 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 401(K) PENSION PLAN | ARLINGTON, VA | Broker BROKER | 60,023 | $13.0B | $0 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION RETIREMENT SECURITY PLAN | ARLINGTON, VA | Broker BROKER | 56,128 | $11.5B | $0 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION RETIREMENT SECURITY PLAN | ARLINGTON, VA | Broker BROKER | 55,939 | $10.2B | $0 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION RETIREMENT SECURITY PLAN | ARLINGTON, VA | Broker BROKER | 53,861 | $9.4B | $0 |
| DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND, VA | Other BROKG | — | $9.1B | $0 |
| DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND, VA | Other BROKG | — | $9.1B | $0 |
| DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND, VA | Other BROKG | — | $9.1B | $0 |
| DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND, VA | Other BROKG | — | $8.8B | $0 |
| DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND, VA | Other BROKG | — | $8.8B | $0 |
| DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND, VA | Other BROKG | — | $8.3B | $0 |
| MUFG BANK, LTD. MUFG BANK, LTD. RETIREMENT PLAN | NEW YORK, NY | Other NONE | 5,502 | $3.6B | $34K |
| BOARD OF TRUSTEES, CALIFORNIA IRONWORKERS FIELD PENSION TRUST FUN CALIFORNIA IRONWORKERS FIELD PENSION TRUST | PASADENA, CA | Other NONE | 9,028 | $3.5B | $10K |
| BOARD OF TRUSTEES, CALIFORNIA IRONWORKERS FIELD PENSION TRUST FUN CALIFORNIA IRONWORKERS FIELD PENSION TRUST | PASADENA, CA | Other NONE | 9,792 | $3.3B | $7K |
| BOARD OF TRUSTEES, CALIFORNIA IRONWORKERS FIELD PENSION TRUST FUN CALIFORNIA IRONWORKERS FIELD PENSION TRUST | PASADENA, CA | Other NONE | 10,048 | $3.0B | $10K |
| TRUSTEES OF THE UNIVERSITY OF PA UPHS RAP POOL | PHILADELPHIA, PA | Other NONE | — | $2.3B | $11K |
| DOMINION ENERGY, INC. DOMINION ENERGY RETIREE HEALTH & WELFARE PLAN | RICHMOND, VA | Other BROKG | — | $1.8B | $0 |
| BW-M PA 24, LTD. BW-M PA 24, LTD. | WESTPORT, CT | Other NONE | 0 | $1.4B | $328K |
| FIERA CAPITAL INC. GLOBAL EQUITY LONG-ONLY FUND LP | NEW YORK, NY | Other NONE | 0 | $1.3B | $0 |
| FIERA CAPITAL INC. GLOBAL EQUITY LONG-ONLY FUND LP | NEW YORK, NY | Other NONE | 0 | $1.3B | $0 |
| FIERA CAPITAL INC. GLOBAL EQUITY LONG-ONLY FUND LP | NEW YORK, NY | Other NONE | 0 | $1.2B | $0 |
| MUFG BANK, LTD. MUFG BANK, LTD. RETIREMENT PLAN | NEW YORK, NY | Other NONE | 4,727 | $1.1B | $19K |
| BW-M PA 24, LTD. BW-M PA 24, LTD. | WESTPORT, CT | Other NONE | 0 | $1.1B | $205K |
| TRUSTEES OF THE UNIVERSITY OF PA UNIV OF PA HEALTH & WELFARE PLAN FOR RET & DIS EMP | PHILADELPHIA, PA | Other N/A | 0 | $854.2M | $7K |
| BW-M PA 24, LTD. BW-M PA 24, LTD. | WESTPORT, CT | Other NONE | 0 | $467.0M | $224K |
| FIERA CAPITAL INC. INTERNATIONAL EQUITY LONG-ONLY FUND LP | NEW YORK, NY | Other NONE | 0 | $278.0M | $0 |
| FIERA CAPITAL INC. INTERNATIONAL EQUITY LONG-ONLY FUND LP | NEW YORK, NY | Other NONE | 0 | $259.0M | $0 |