Pension Fund

Updated:

UBS Pension Fund

UBS Pension Fund serves as the main pension vehicle for UBS employees in Switzerland. It manages occupational pension arrangements for Swiss staff.

UBS Pension Fund logo

UBS Pension Fund

UBS Pension Fund serves as the main pension vehicle for UBS employees in Switzerland. It manages occupational pension arrangements for Swiss staff. The fund provides personalized investment strategies for extra-mandatory pillar 2 plans.

Website
ubs.com
LinkedIn
ubs.com

General information

Firm type

Pension Fund

Year founded

1989

Location

Region

Europe

Country

Switzerland

City

Zurich

Corporate office

Zurich, Switzerland

Principals

Sabine Keller-Busse

Chairwoman of the Foundation Board

Mike Dargan

Member of the Foundation Board

Sofia Perkonigg

Trustee Director

Sector focus

Real EstatePrivate EquityInfrastructureEquitiesFixed Income

Frequently asked questions

Who runs investment decisions at UBS Pension Fund?

Sabine Keller-Busse serves as Chairwoman of the Foundation Board. Mike Dargan and Sofia Perkonigg also sit on the board.

Does UBS Pension Fund participate in fund commitments or only direct deals?

The fund holds limited partner positions in private equity vehicles such as Investindustrial Fund VI and maintains direct ownership of Swiss real estate assets.

What asset classes receive the largest allocations?

Fixed income comprises 53 percent of assets. Global equities stand at 20 percent and direct Swiss real estate exceeds $17 billion.

Where does UBS Pension Fund invest geographically?

Core holdings concentrate in Switzerland for real estate. Equities and bonds span global markets with additional European infrastructure exposure.

How is UBS Pension Fund related to Credit Suisse Pension Fund?

A merger between the two entities is scheduled to take effect January 1, 2027.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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