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General Pension Board Phases Out UBS Trumbull

City of Naples logoCity of Naples
Document date
Dec 5, 2025

The 30-second brief

What it covers

The General Employees’ Pension Board confirmed its plan to redeem assets from UBS Trumbull and reinvest the proceeds, effectively winding down the UBS Trumbull real estate mandate. The board approved reallocating the redemption into a REIT strategy.

Who holds it

Ubs Trumbull holds this financial services contract with City of Naples. Its other public contracts on record include work for Oklahoma Law Enforcement Retirement System | State of Oklahoma and Pontiac General Retirement System Office.

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Contract details

Contract type
Financial Services
Document date
December 5, 2025
Vendor
Ubs Trumbull
Agency
City of Naples
Source document
City of Naples Minutes General / Police Officers’ / Firefighters’ Pension Boards of Trustees Meeting 2025-12-05 (Minutes)

Ubs Trumbull's other public contracts

Oklahoma Law Enforcement Retirement System | State of Oklahoma, OklahomaInvestment Manager Report Scheduled for UBS Trumbull · Jun 18, 2026UndisclosedPontiac General Retirement System Office, MichiganBoard Ratifies UBS Trumbull Capital Call · May 27, 2026$35KBurlington International Airport Authority, VermontBoard to Review UBS Trumbull Property Investments · May 5, 2026UndisclosedBurlington International Airport Authority, VermontBoard Reviews UBS Trumbull Property Investments · May 5, 2026UndisclosedBurlington International Airport (City of Burlington, Department of Aviation), VermontBoard Discusses UBS Trumbull Investment Holdings · Mar 16, 2026UndisclosedAll Ubs Trumbull contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by City of Naples?

Ubs Trumbull was awarded this financial services contract by City of Naples, as recorded on December 5, 2025.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in City of Naples Minutes General / Police Officers’ / Firefighters’ Pension Boards of Trustees Meeting 2025-12-05 (Minutes), dated December 5, 2025 from City of Naples. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Ubs Trumbull hold?

Ubs Trumbull may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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