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MFWire: UBS Funds, PACE Select Advisors, InsightShares
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UBS Global Asset Management
One North Wacker Drive
Chicago, IL  60606
Google Maps

Main Phone: 312-525-5000
Web Site: http://www.ubs.com

Mutual Fund Brand(s)
UBS Funds, PACE Select Advisors, InsightShares

Research Links
Stock Data: SEC Filings | Yahoo! Quote
  • SEC Fund Filings by CIK

  • Background:
    UBS Global Asset Management boasts about 3,800 employees in 26 countries and, as of September 30, 2011, $578 billion in assets worldwide. According to the firm itself, UBS is the largest mutual fund firm in its native Switzerland, as well as one of the world's biggest hedge fund and real estate managers.

    The U.S. arm of the firm, with offices in Chicago and New York, includes 16 UBS-branded mutual funds and 14 PACE Select Advisors funds. Together, Morningstar puts UBS' non-money market U.S. mutual fund assets at $11.504 billion as of November 18, 2011.

    Under the UBS brand, the family offers four asset allocation funds, seven equity funds and five income ones. There are seven PACE equity funds, six fixed income ones and a single alternative one.
    Sponsored Opportunities

    Key People:
    Blake Moore
    CEO, Touchstone Investments
    Joseph Allessie
    Chief Compliance Officer - Americas, UBS Global Asset Management
    Tom Disbrow
    Managing Director, Head of North American Fund Treasury, UBS Global Asset Management
    Andrew Shoup
    Managing Director, Global Head of the Fund Treasury Administration Department, UBS Global Asset Management
    Tom Digenan
    Managing Director, Head of U.S. Equities, Adjunct Professor | UBS Global Asset Management
    Mark Carver
    Head of Product Development & Management - Americas, UBS Global Asset Management
    Mark Kemper
    General Counsel Americas, UBS Global Asset Management
    Bruno Bertocci
    Managing Director, Senior PM, UBS Global Asset Management
    Story Archive for UBS Global Asset Management
    Published On Story Headline Publication
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    6/23/2023 BondBloxx Repeats, Winning With $476MM MFWire.com
    5/24/2023 These Flows Fell By $354B In April MFWire.com
    5/18/2023 BondBloxx Leads With $308MM MFWire.com
    3/22/2023 31 of the Most Influential Female Fundsters In 2023 MFWire.com
    2/28/2023 Fidelity's Inflows Rise to $27B MFWire.com
    2/28/2023 15 of the Best Fund Firms to Work For In 2023 MFWire.com
    1/31/2023 A $151B Quarter Almost Reverses a Rough Year MFWire.com
    1/23/2023 Catalyst Leads With $2.2B MFWire.com
    12/28/2022 With $18B, a Fund Firm Repeats Its Money Fund Win MFWire.com
    12/19/2022 Pacer Leads As Midsize Outflows Shrink By $5B MFWire.com
    10/26/2022 With $17B, Schwab Leads Again MFWire.com
    10/6/2022 2022's Seven Most Powerful Women In Asset Management MFWire.com
    9/28/2022 Schwab Leads With $19.9B MFWire.com
    8/29/2022 17 of the Best Employers For Women Fundsters MFWire.com
    5/23/2022 Direxion Leads As the Midsize Winners List Shrinks MFWire.com
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    2/8/2022 The 41 Best Fund Firms For LGBTQ+ Workers MFWire.com
    1/27/2022 Pondering a Robo's $1.4B Price Tag MFWire.com
    3/12/2021 100 Fund Firms Win Big, With Morgan Stanley Leading the Pack MFWire.com
    12/15/2020 Will UBStreet or Statesco Be the Next Mega-Merger? MFWire.com
    9/16/2020 2020 Inflows Reach 46 Percent of This Shop's AUM MFWire.com
    8/17/2020 For Two-Thirds of Midsize Firms, 2020 Flows Are Still In the Red MFWire.com
    7/17/2020 Two-Thirds of 2020 Outflows Came From Midsize Firms MFWire.com
    6/16/2020 Midsize Fund Firms' Inflows Return MFWire.com
    3/10/2020 The 33 Most Influential Women In the U.S. Fund Biz MFWire.com
    1/30/2020 An MD Leaves UBS AM After 35 Years MFWire.com
    10/21/2019 Passive Inflows Double In Two Months MFWire.com
    10/15/2019 A Midwestern ETF Shop Retakes First MFWire.com
    9/30/2019 Week In Preview, September 30 - October 6 MFWire.com
    9/25/2019 The Six Most Powerful Women In Asset Management MFWire.com
    9/18/2019 Mid-Size Firms Suffer 72 Percent of MF Outflows MFWire.com
    8/29/2019 An $831B Global AM's Chief Passes the Reins MFWire.com
    8/19/2019 Active Outflows Disappear As Passive Inflows Fall MFWire.com
    8/13/2019 An I-Bank's AM Wins In July MFWire.com
    5/14/2019 So Much For That $1.6T Asset Management Merger MFWire.com
    4/24/2019 Will Deutsche Merge DWS With a $785B Shop? MFWire.com
    4/5/2019 Will Two Banks Create a $1.5T Asset Management Titan? MFWire.com
    2/28/2019 Dodge & Cox Rebounds to the Front MFWire.com
    2/1/2019 ETF Titans Lead an Award Race MFWire.com
    11/1/2018 Will This Multinational Bank Buy a Retail U.S. Asset Manager? MFWire.com
    10/11/2018 As First Trust Takes the Lead, Bridge Builder Slows MFWire.com
    9/25/2018 The Five Most Powerful Women In Asset Management MFWire.com
    9/17/2018 Bridge Builder's Lead Widens MFWire.com
    8/14/2018 Bridge Builder Keeps Dominating MFWire.com
    8/7/2018 Richard Bernstein Takes the Lead Proportionately MFWire.com
    7/16/2018 Week In Preview, July 16-22 MFWire.com
    6/25/2018 Week In Preview, June 25-July 1 MFWire.com
    6/11/2018 Week In Preview, June 11-17 MFWire.com
    4/20/2018 UBS Led This Pack As Vanguard Retook Another Crown MFWire.com
    10/9/2017 The ETF Strategist Space Crowns a New King MFWire.com
    9/7/2017 Filings For Fundsters - September 7, 2017 MFWire.com
    8/31/2017 Filings For Fundsters - August 31, 2017 MFWire.com
    8/15/2017 Follow the Fundsters - August 15, 2017 MFWire.com
    8/9/2017 Filings for Fundsters - August 9, 2017 MFWire.com
    7/3/2017 Follow the Fundsters - July 3, 2017 MFWire.com
    6/30/2017 Filings for Fundsters - June 30, 2017 MFWire.com
    6/28/2017 WisdomTree and UBS Execs Will Lead This Trade Group MFWire.com
    5/31/2017 Filings for Fundsters - May 31, 2017 MFWire.com
    5/25/2017 The New Fund Fuss - May 25, 2017 MFWire.com
    5/23/2017 Follow the Fundsters - May 23, 2017 MFWire.com
    5/16/2017 Follow the Fundsters - May 16, 2017 MFWire.com
    5/8/2017 This Week In Preview, May 8-14 MFWire.com
    4/17/2017 Week In Preview: Fundsters Gather in NYC and Directors in DC MFWire.com
    4/13/2017 The New Fund Fuss - April 13, 2017 MFWire.com
    4/4/2017 Follow the Fundsters - April 4, 2017 MFWire.com
    2/15/2017 A Deep Dive Into Fidelity's New Platform MFWire.com
    1/20/2017 Will You Help Elizabeth Warren Save the Fiduciary Reg? MFWire.com
    1/12/2017 The New Fund Fuss - January 12, 2017 MFWire.com
    1/3/2017 Filings for Fundsters - January 3, 2017 MFWire.com
    12/27/2016 State Street Beat Out Vanguard in November MFWire.com
    12/14/2016 Follow the Fundsters - December 14, 2016 MFWire.com
    11/23/2016 Follow the Fundsters - November 23, 2016 MFWire.com
    10/21/2016 Filings for Fundsters - October 21, 2016 MFWire.com
    7/18/2016 The New Fund Fuss -- July 18, 2016 MFWire.com
    11/24/2015 Baird Buys an International Boutique MFWire.com
    5/1/2015 Who Will Fill This Key UBS GAM Post? MFWire.com
    4/30/2015 Mandinach Brings a Fellow UBS Vet Back to Virtus MFWire.com
    3/20/2015 UBS GAM Americas and Delaware Both Draft New Chiefs MFWire.com
    10/14/2013 MLP Funds Take on the Taxman MFWire.com
    9/17/2013 PACE Select Advisors Trust is Changing its Key Players MFWire.com
    9/13/2013 Arrowpoint Closes Aster Purchase MFWire.com
    9/3/2013 UBS Swaps Subadvisors for an Equity Fund MFWire.com
    8/30/2013 UBS Revamps an Equity Fund MFWire.com
    6/6/2013 UBS Shifts an Alts Fund's Strategy and Benchmarks MFWire.com
    4/19/2013 Stork and Reaper for the Week of April 19, 2013 MFWire.com
    4/17/2013 The Next Gig for the Week of April 17, 2013 MFWire.com
    12/4/2012 Big Banks Give Funds Another Shot, But Will They Fail Again? MFWire.com
    11/23/2012 BlackRock Hires Kemp to Bring the Equity Love MFWire.com
    11/20/2012 USAA Terminates Two Subadvisors to Boost In-House Equity Management MFWire.com
    11/19/2012 Nationwide Adopts Two UBS Funds MFWire.com
    10/31/2012 UBS Expands ETN Lineup MFWire.com
    7/16/2012 Stork and Reaper for Monday, July 16, 2012 MFWire.com
    6/25/2012 Can ETNs Be Too Popular? MFWire.com
    6/15/2012 UBS and HFR Cooking ETFs MFWire.com
    5/14/2012 Seeking Alpha Adds 20 ETFs to Death Watch MFWire.com
    8/10/2011 Will the European Crisis Produce Another Neuberger Berman? MFWire.com
    3/25/2011 UBS Swaps in a Sub-Advisor MFWire.com
    10/5/2010 DWS Pries Diamond Away from UBS MFWire.com
    8/30/2010 Will Absolute Return Funds Live Up to Their Promise? MFWire.com
    7/19/2010 UBS Awards a Mandate for its PACE Funds MFWire.com
    5/27/2010 UBS Hunts for a Retail Distribution Chief MFWire.com
    5/24/2010 Virtus Funds 'New Sales Head Hails from UBS MFWire.com
    5/7/2010 BofA Looks for an Institutional Sales Exec MFWire.com
    4/28/2010 UBS' Americas Asset Management Chief Takes a Leave of Absence MFWire.com
    1/19/2010 McCann Puts a Fellow Merrill Alum in Charge of UBS' Advisor Group MFWire.com
    11/2/2009 UBS Global Asset Management 'Is Not For Sale' MFWire.com
    10/27/2009 McCann Squelches Talk of a UBS Sale MFWire.com
    10/8/2009 The McCann-BofA-UBS Saga Nears Conclusion MFWire.com
    7/27/2009 UBS Delivers the Latest Blow to Leveraged ETFs MFWire.com
    7/13/2009 Schwab Grows its Laudus Roster with a UBS Fund MFWire.com
    6/1/2009 A UBS PM Gains a Nod in the WSJ MFWire.com
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