UBS 401(K) PLAN TRUST Investment Options
Available Funds in UBS 401(K) PLAN TRUST
Below is the lineup of investment options available to participants in UBS 401(K) PLAN TRUST. This typically includes a mix of mutual funds, index funds, and collective investment trusts (CITs) — which are pooled investment vehicles custom-built for large retirement plans, often with lower expense ratios than their retail mutual fund equivalents.
When evaluating these options, focus on expense ratios (lower is better), asset class coverage (U.S. stocks, international stocks, bonds, and stable value), and whether low-cost index funds are available. Research consistently shows that low-cost, broadly diversified index funds outperform most actively managed funds over the long term.
Total Available Funds: 99
| Investment Description |
|---|
| BRL – Brazilian real 0.110 0.13 |
| GBP – British pound sterling 75,113.500 75,114.30 |
| CAD – Canadian dollar 25,823.470 25,838.69 |
| DKK – Danish krone 71,338.510 71,556.90 |
| EUR – Euro 92,758.130 92,758.13 |
| HKD – Hong Kong dollar 32.510 32.29 |
| JPY – Japanese yen 110,968.690 111,233.14 |
| MXN – Mexican peso 35,711.080 36,382.11 |
| SGD – Singapore dollar 0.180 0.18 |
| ZAR – South African rand 21.550 28.27 |
| CHF – Swiss franc 746.640 746.64 |
| USD – United States dollar 1,423,918.960 1,423,918.96 |
| Pending foreign exchange purchases: British pound sterling 0.000 12,608.53 |
| Pending foreign exchange purchases: Danish krone 0.000 99,166.58 |
| Pending foreign exchange purchases: Euro 0.000 629,024.99 |
| Pending foreign exchange purchases: Japanese yen 0.000 247,926.68 |
| Pending foreign exchange purchases: Swiss franc 0.000 176,077.46 |
| Pending foreign exchange purchases: United States dollar 0.000 18,154.37 |
| Pending trade sales: British pound sterling 0.000 120,718.11 |
| Pending trade sales: United States dollar 0.000 153,546.57 |
| ANHEUSER-BUSCH INB NPV SEDOL : BYYHL23 28,569.000 1,563,216.55 |
| ARGEN X SE SEDOL : BNHKYX4 3,073.000 1,296,494.91 |
| UCB NPV SEDOL : 5596991 21,631.000 2,278,492.26 |
| ADR ANHEUSER BUSCH INBEV SA/NV SPONSOREDADR SEDOL : B3P93Y7 12,188.000 679,706.20 |
| CDN PAC KANS CY COM NPV SEDOL : BMBQR09 53,300.000 3,918,602.53 |
| TRANSALTA CORP MTN COM NPV SEDOL : 2901628 51,305.000 693,104.04 |
| CAMECO CORP COM CUSIP : 13321L108 31,692.000 689,408.59 |
| FIRSTSERVICE CORP COM NPV CUSIP : 33767E202 6,954.000 629,938.42 |
| SHOPIFY INC CL A SUB VTG SHS SHOPIFY INC SEDOL : BXDZ9Z0 82,830.000 5,849,902.28 |
| WHITECAP RES INC COM NEW CUSIP : 96467A200 242,825.000 1,968,474.97 |
| ADR LEGEND BIOTECH CORP SPON ADS EACH REP 2 ORD SHS SEDOL : BMX9K07 51,994.000 3,108,451.50 |
| ADR PROSUS N.V. ADR NASPERS NEWCO-ADR CUSIP : 74365P108 2,473,970.000 17,049,155.34 |
| ADR TENCENT MUSIC ENTMT GROUP ADS SEDOL : BFZYWR2 115,320.000 1,412,995.72 |
| DANSKE BANK A/S DKK10 SEDOL : 4588825 105,242.000 2,531,460.25 |
| NKT A/S SEDOL : 7106354 15,692.000 1,201,715.27 |
| NOVO NORDISK A/S SER'B'DKK0.1 SEDOL : BP6KMJ1 31,974.000 2,249,338.49 |
| NOVONESIS (NOVOZYMES) B SEDOL : B798FW0 20,952.000 1,240,270.95 |
| ADR NOVO-NORDISK A S ADR SEDOL : 2651202 4,057.000 283,621.56 |
| ACCOR SA EUR3 SEDOL : 5852842 31,200.000 1,305,761.02 |
| AIR LIQUIDE(L') EUR5.50 SEDOL : B1YXBJ7 27,370.000 3,414,223.65 |
| AXA SA EUR2.29 SEDOL : 7088429 44,938.000 1,434,614.25 |
| BNP PARIBAS EUR2 SEDOL : 7309681 24,177.000 1,683,578.67 |
| BUREAU VERITAS EUR0.12 SEDOL : B28DTJ6 32,594.000 1,058,566.58 |
| CIE DE ST-GOBAIN EUR4 SEDOL : 7380482 20,392.000 1,861,616.42 |
| ENGIE COMSTK SEDOL : B0C2CQ3 129,473.000 2,184,306.50 |
| ESSILORLUXOTTICA EUR 0.18 SEDOL : 7212477 1,228.000 299,566.81 |
| PERNOD RICARD NPV EUR 1.55 SEDOL : 4682329 7,615.000 1,096,250.00 |
| SAFRAN SA EUR0.20 SEDOL : B058TZ6 12,419.000 1,781,569.28 |
| ADR SAFRAN ADR CUSIP : 786584102 205,473.000 6,342,060.27 |
| ALLIANZ SE NPV(REGD)(VINKULIERT) SEDOL : 5231485 9,315.000 2,248,968.74 |
| DEUTSCHE BOERSE AG NPV(REGD) SEDOL : 7021963 20,973.000 2,307,116.77 |
| DEUTSCHE TELEKOM NPV(REGD) SEDOL : 5842359 209,065.000 4,995,362.40 |
| VONOVIA SE NPV SEDOL : BBJPFY1 86,054.000 2,788,762.79 |
| ADR BAYER A G SPONSORED ADR CUSIP : 072730302 2,098,689.000 21,812,690.97 |
| SAP SE-SPONSORED ADR CUSIP : 803054204 87,062.000 12,158,223.49 |
| WIZZ AIR HLDGS PLC ORD GBP0.0001 SEDOL : BN574F9 79,227.000 1,807,202.92 |
| ADR NICE LTD SPONSORED ADR CUSIP : 653656108 10,863.000 2,053,777.43 |
| CYBER-ARK SOFTWARE LTD COM ILS0.01 CUSIP : M2682V108 16,019.000 2,685,642.64 |
| GLOBAL E ONLINE LTD COM NPV CUSIP : M5216V106 92,000.000 3,600,655.38 |
| WIX.COM LTD COM ILS0.01 CUSIP : M98068105 30,079.000 2,529,859.43 |
| BFF BANK S.P.A. SEDOL : BD0TSX6 139,037.000 1,408,874.36 |
| MEDIOBANCA SPA EUR0.5 SEDOL : 4574813 102,574.000 1,514,812.06 |
| UNICREDIT SPA NPV SEDOL : BYMXPS7 18,745.000 654,778.72 |
| COCA-COLA BOTTLERS NPV SEDOL : 6163286 56,865.000 759,673.39 |
| MITSUBISHI UFJ FIN NPV SEDOL : 6335171 225,000.000 2,405,252.50 |
| NIPPON SANSO HOLDINGS CORP SEDOL : 6640541 64,236.000 1,523,003.92 |
| OTSUKA HOLDINGS CO LTD SEDOL : B5LTM93 23,100.000 909,716.21 |
| SUMITOMO MITSUI FINANCIAL GROUP NPV SEDOL : 6563024 82,300.000 1,648,902.08 |
| TOKYO GAS CO LTD NPV SEDOL : 6895448 26,142.000 757,507.63 |
| COUPANG INC SEDOL : BNYHDF3 295,941.000 6,708,404.55 |
| SAMSUNG ELECTRONIC GDR EACH REP 25 COM(REG'S') SEDOL : 4942818 1,325.000 1,896,842.95 |
| WAL-MART DE MEX COM NPV SEDOL : BW1YVH8 379,810.000 1,541,061.35 |
| ADR CEMEX SAB DE CV SEDOL : 2488671 191,554.000 1,535,491.64 |
| HEINEKEN NV EUR1.60 SEDOL : 7792559 7,941.000 706,633.11 |
| ADR ARGENX SE SPONSORED ADS SEDOL : BDVLM39 15,830.000 6,327,329.99 |
| ADR ASML HLDG NV NY REG 2012 (POST REV SPLIT) SEDOL : B908F01 7,203.000 2,641,295.00 |
| AERCAP HOLDINGS N.V. EUR0.01 CUSIP : N00985106 216,200.000 12,584,020.91 |
| SBERBANK OF RUSSIA SPON ADR SEDOL : B5SC091 169,458.000 2,844,610.07 |
| AENA SME S.A. 144A EUR10 SEDOL : BVRZ8L1 12,891.000 2,469,929.11 |
| GALDERMA GROUP AG CHF0.01 SEDOL : BRC2T72 14,356.000 1,125,480.72 |
| MEDACTA GROUP SA CHF0.10 SEDOL : BJYLTQ0 9,783.000 844,410.21 |
| NESTLE SA CHF0.10(REGD) SEDOL : 7123870 16,542.000 1,724,380.29 |
| SGS SA CHF0.04 (REGD) SEDOL : BMBQHZ4 27,203.000 2,773,831.12 |
| SWISS RE AG CHF0.10 SEDOL : B545MG5 7,609.000 1,126,800.88 |
| ADR SONOVA HLDG AG UNSP ADR SEDOL : B3K9YR2 69,585.000 4,921,992.51 |
| UBS GROUP AG COMMON STOCK CUSIP : H42097107 10,982,298.000 196,037,437.78 |
| ADR TAIWAN SEMICONDUCTOR MANUFACTURING ADS REP 5 TWD10 CUSIP : 874039100 101,232.000 9,836,664.64 |
| 3I GROUP ORD GBP0.738636 SEDOL : B1YW440 31,777.000 1,260,401.28 |
| BRITISH AMERICAN TOBACCO ORD GBP0.25 SEDOL : 0287580 96,207.000 3,577,289.02 |
| FLUTTER ENTERTAINMENT PLC ORD EUR 0.09 (CDI) SEDOL : BWXC0Z1 629.000 167,301.40 |
| LONDON STOCK EXCHANGE GROUP ORD GBP0.06918604 SEDOL : B0SWJX3 14,191.000 1,638,965.16 |
| MELROSE INDUST PLC ORD GBP0.001 SEDOL : BNGDN82 605,849.000 4,602,984.87 |
| NATIONAL GRID ORD GBP0.12431289 SEDOL : BDR05C0 581,555.000 7,427,362.60 |
| RECKITT BENCK GRP ORD GBP0.10 SEDOL : B24CGK7 32,641.000 2,025,607.72 |
| RELX PLC SEDOL : B2B0DG9 75,636.000 2,578,879.23 |
| ADR LONDON STK EXCHANGE GROUP ADR CUSIP : 54211N101 516,738.000 17,185,883.40 |
| ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG ORD SH CUSIP : 780259305 142,506.000 8,711,859.10 |
| #REORG/ DISCOVER FINL SVCS STOCK MERGER CAPITAL ONE FINL CORP 2108876 31,726.000 3,946,088.38 |
| 05-19-2025 CUSIP : |
How to Build a Smart Portfolio in Your 401(k)
Your investment lineup is only as good as how you use it. Here are the key steps to building a portfolio that works for your retirement goals:
- Know your risk tolerance and timeline. If you are decades from retirement, you can generally afford more stock exposure. Closer to retirement, you may want to shift toward bonds and stable value for capital preservation.
- Diversify across asset classes. Spread investments across U.S. stocks, international stocks, bonds, and possibly real estate or stable value. This reduces the impact of any single market downturn.
- Favor low-cost index funds. Even a 0.5% difference in annual fees compounds to tens of thousands of dollars over a 30-year career. If your plan offers an S&P 500 index fund or a total stock market index fund at low cost, that is typically a strong core holding.
- Consider a target-date fund if you prefer simplicity. Target-date funds automatically adjust your stock/bond allocation as you approach retirement, making them a solid one-fund solution for hands-off investors.
- Rebalance at least annually. Over time, your portfolio drifts from its target allocation as some assets outperform others. Rebalancing keeps your risk level consistent.
Learn more in our Four-Step Guide for 401(k) Retirement Investing, or use the Asset Allocation Calculator to find the right mix for your age and risk tolerance.
Model Asset Allocation Portfolios
Not sure how to allocate your investments? These model portfolios are built from core, broadly diversified asset classes using ultra-low-cost index funds. Choose a template that matches your risk tolerance, then adapt it to the specific funds available in UBS 401(K) PLAN TRUST. See Asset Allocation Portfolio Templates for a detailed guide.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Four Core Asset Portfolio | 4.74% | 18.86% | 12.42% | 5.72% | 8.01% | 7.30% | 6.92% | … | … |
| Five Core Asset Portfolio | 4.70% | 18.79% | 12.38% | 5.55% | 7.97% | 7.19% | 6.94% | … | … |
| Three Core Asset Portfolio | 4.57% | 19.80% | 13.11% | 6.19% | 8.52% | 7.64% | 7.10% | … | … |
| Two Core Asset Portfolio | 3.87% | 19.18% | 13.68% | 6.85% | 9.34% | 8.84% | 7.95% | … | … |
| Yale Endowment Template | 5.35% | 17.45% | 11.87% | 5.56% | 8.33% | 7.96% | 7.55% | … | … |
| S&P 500 Index | 5.96% | 30.43% | 21.65% | 12.98% | 15.09% | 13.73% | 10.93% | … | … |
Data as of 05/01/2026, Common starting date is 12/31/2000
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