Civic Intelligence

Ubs (Us) Group Trust

Plan context: Ubs Emerging Markets Equity Opportunity Collective Fund

EIN 36-3762086 • 669 filings • 140 plans

Current Snapshot

Latest Year

2025

2025 Participants

0

2025 Assets

$899,049,572

2025 Contributions

$0

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$16,148,506,179$8,074,253,090$0199920122025YearValue
$899,049,572Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

No historical points available.

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202550$899,049,572$0-
Ubs Emerging Markets Equity Opportunity Collective Fund--$575,460,214--
Ubs U. S. Long Duration Credit Collective Fund--$137,112,908--
Ubs Trumbull Diversified Property Collective Fund--$85,382,436--
Ubs Multi-Asset Portfolio Collective Fund--$55,435,859--
Ubs Bond Surplus Collective Fund--$45,658,155--
202460$1,395,604,970$0-
Ubs Emerging Markets Equity Opportunity Collective Fund--$861,292,669--
Ubs U. S. Long Duration Credit Collective Fund--$224,180,810--
Ubs Trumbull Diversified Property Collective Fund--$97,786,165--
Ubs Cash Management Prime Collective Fund--$82,070,197--
Ubs Multi-Asset Portfolio Collective Fund--$80,194,725--
Ubs Bond Surplus Collective Fund--$50,080,404--
202360$1,743,123,435$0-
Ubs Emerging Markets Equity Opportunity Collective Fund--$1,267,253,863--
Ubs U. S. Long Duration Credit Collective Fund--$194,039,772--
Ubs Trumbull Diversified Property Collective Fund--$108,859,113--
Ubs Multi-Asset Portfolio Collective Fund--$76,666,054--
Ubs Cash Management Prime Collective Fund--$50,386,479--
Ubs Bond Surplus Collective Fund--$45,918,154--
2022390$4,320,849,301$0-
Ubs Emerging Markets Equity Opportunity Collective Fund--$1,344,275,558--
Morningstar Large MID Index Fund--$465,427,274--
Ubs U. S. Long Duration Credit Collective Fund--$277,121,160--
Morningstar Developed Markets Ex-U.S. Index Fund--$258,098,477--
Ubs Cash Management Prime Collective Fund--$166,309,290--
Ubs Trumbull Diversified Property Collective Fund--$138,722,067--
Morningstar Lifetime Growth 2035 Index Fund--$129,252,754--
Morningstar Lifetime Growth 2030 Index Fund--$128,730,874--
Morningstar Lifetime Growth 2040 Index Fund--$124,890,395--
Morningstar Lifetime Growth 2025 Index Fund--$115,294,252--
Morningstar Lifetime Growth 2045 Index Fund--$101,654,307--
Morningstar Small Cap Index Fund--$96,145,626--
Morningstar Intermediate U.S. Core Index Fund--$93,756,731--
Morningstar Emerging Markets Index Fund--$84,104,887--
Morningstar Lifetime Growth 2050 Index Fund--$83,517,228--
Ubs Multi-Asset Portfolio Collective Fund--$73,049,413--
Morningstar Lifetime Growth 2020 Index Fund--$59,833,401--
Morningstar Lifetime Growth 2055 Index Fund--$55,460,361--
Morningstar Lifetime Moderate 2040 Index Fund--$53,170,309--
Ubs Bond Surplus Collective Fund--$49,891,360--
Morningstar Lifetime Moderate 2045 Index Fund--$45,448,782--
Morningstar Long-Term U.S. Core Index Fund--$41,963,354--
Morningstar Lifetime Moderate 2050 Index Fund--$37,519,140--
Morningstar Lifetime Moderate 2035 Index Fund--$32,661,157--
Morningstar Lifetime Moderate 2030 Index Fund--$30,568,274--
Morningstar U.S. Reit Fund--$27,361,367--
Morningstar Lifetime Growth 2060 Index Fund--$24,851,351--
Morningstar Us Long-Term Tips Index Fund--$22,852,646--
Morningstar Lifetime Moderate 2025 Index Fund--$21,602,545--
Morningstar Lifetime Growth Income Index Fund--$20,430,830--
Morningstar Emerging Markets Sovereign Bond Index Fund--$19,643,406--
Morningstar Lifetime Moderate 2055 Index Fund--$19,552,128--
Morningstar Lifetime Growth 2015 Index Fund--$18,706,084--
Morningstar Us Short-Term Tips Index Fund--$12,900,471--
Morningstar Lifetime Moderate 2020 Index Fund--$11,667,699--
Morningstar Lifetime Moderate 2060 Index Fund--$11,144,553--
Morningstar Global Ex-U.S. Government Bond Index Fund--$10,660,309--
Morningstar Lifetime Moderate 2015 Index Fund--$10,264,645--
Morningstar Lifetime Growth 2065 Index Fund--$2,344,836--
2021400$16,148,506,179$0-
Morningstar Large MID Index Fund--$2,562,624,770--
Morningstar Lifetime Moderate 2040 Index Fund--$1,744,859,283--
Ubs Emerging Markets Equity Opportunity Collective Fund--$1,687,227,094--
Morningstar Lifetime Moderate 2030 Index Fund--$1,513,080,115--
Morningstar Lifetime Moderate 2050 Index Fund--$1,449,874,771--
Morningstar Developed Markets Ex-U.S. Index Fund--$1,388,499,949--
Morningstar Intermediate U.S. Core Index Fund--$669,238,019--
Morningstar Small Cap Index Fund--$532,930,238--
Morningstar Emerging Markets Index Fund--$500,070,625--
Morningstar Lifetime Moderate 2020 Index Fund--$464,910,541--
Morningstar Long-Term U.S. Core Index Fund--$463,677,022--
Ubs U. S. Long Duration Credit Collective Fund--$310,408,230--
Morningstar Lifetime Moderate 2060 Index Fund--$252,637,030--
Ubs Cash Management Prime Collective Fund--$208,321,962--
Morningstar Us Long-Term Tips Index Fund--$197,839,194--
Morningstar Lifetime Moderate 2015 Index Fund--$190,998,393--
Morningstar U.S. Reit Fund--$186,188,773--
Morningstar Emerging Markets Sovereign Bond Index Fund--$158,230,982--
Ubs Trumbull Diversified Property Collective Fund--$142,506,985--
Morningstar Lifetime Growth 2030 Index Fund--$126,366,360--
Morningstar Lifetime Growth 2025 Index Fund--$123,144,706--
Ubs Multi-Asset Portfolio Collective Fund--$122,000,140--
Morningstar Lifetime Growth 2035 Index Fund--$118,796,313--
Morningstar Lifetime Growth 2040 Index Fund--$113,580,625--
Morningstar Lifetime Moderate 2035 Index Fund--$112,444,750--
Morningstar Lifetime Moderate 2045 Index Fund--$101,935,645--
Morningstar Lifetime Growth 2045 Index Fund--$90,657,805--
Morningstar Lifetime Moderate 2025 Index Fund--$87,395,129--
Morningstar Global Ex-U.S. Government Bond Index Fund--$80,482,552--
Morningstar Lifetime Growth 2020 Index Fund--$77,506,583--
Morningstar Lifetime Growth 2050 Index Fund--$75,470,195--
Ubs Bond Surplus Collective Fund--$71,343,131--
Morningstar Us Short-Term Tips Index Fund--$63,934,887--
Morningstar Lifetime Growth 2055 Index Fund--$56,179,986--
Morningstar Lifetime Moderate 2055 Index Fund--$44,472,925--
Morningstar Lifetime Growth 2015 Index Fund--$25,085,386--
Morningstar Lifetime Growth 2060 Index Fund--$19,723,959--
Morningstar Lifetime Growth Income Index Fund--$13,767,125--
Morningstar Lifetime Growth 2010 Index Fund--$51,715--
Morningstar Short-Term U.S. Core Index Fund--$42,286--
2020410$11,743,740,355$0-
Morningstar Large MID Index Fund--$1,867,382,842--
Morningstar Lifetime Moderate 2040 Index Fund--$1,289,578,518--
Morningstar Lifetime Moderate 2030 Index Fund--$1,230,335,458--
Morningstar Developed Markets Ex-U.S. Index Fund--$1,041,016,020--
Morningstar Lifetime Moderate 2050 Index Fund--$1,017,302,553--
Ubs Emerging Markets Equity Opportunity Collective Fund--$926,965,774--
Morningstar Lifetime Moderate 2020 Index Fund--$460,030,567--
Morningstar Small Cap Index Fund--$401,043,676--
Morningstar Emerging Markets Index Fund--$366,659,654--
Morningstar Long-Term U.S. Core Index Fund--$360,777,202--
Morningstar Intermediate U.S. Core Index Fund--$331,163,864--
Ubs U. S. Long Duration Credit Collective Fund--$210,924,829--
Morningstar Lifetime Moderate 2015 Index Fund--$170,456,337--
Ubs Multi-Asset Portfolio Collective Fund--$166,115,572--
Morningstar Us Long-Term Tips Index Fund--$165,513,631--
Ubs Trumbull Diversified Property Collective Fund--$156,251,758--
Morningstar Short-Term U.S. Core Index Fund--$143,861,577--
Morningstar Lifetime Moderate 2060 Index Fund--$139,571,640--
Morningstar U.S. Reit Fund--$136,753,973--
Ubs Cash Management Prime Collective Fund--$133,352,556--
Morningstar Emerging Markets Sovereign Bond Index Fund--$121,046,068--
Morningstar Lifetime Growth 2030 Index Fund--$93,188,764--
Morningstar Lifetime Growth 2025 Index Fund--$92,537,339--
Morningstar Long-Only Commodity Index Fund-0---
2019410$11,312,457,495$0-
2018370$9,586,482,056$0-
2017460$8,525,965,758$0-
2016430$7,023,724,114$0-
2015210$1,364,637,533$0-
2014240$2,196,344,467$0-
2013280$2,560,094,192$0-
2012340$4,553,289,270$0-
2011310$5,391,886,089$0-
2010300$5,238,713,952$0-
2009360$5,687,917,023$0-
200850$97,781,412$0-
2007310$8,008,529,835$0-
2006310$7,961,610,703$0-
2005260$6,685,088,081$0-
2004250$10,305,909,947$0-
2003240$7,110,142,721$0-
2002160$37,466,698$0-
200110$7,007,984,000$0-
200010$11,024,085,000$0-
199910$15,706,787,000$0-