UBS Asset Management

Other Zurich, Switzerland ·Founded 1862

Overview

UBS Asset Management is a global investment manager with a presence in 23 markets, offering investment capabilities across all major traditional and alternative asset classes. The firm provides a comprehensive sustainable investing offering to institutions, wholesale intermediaries, and wealth management clients. With over 3,800 employees worldwide and more than 880 investment professionals, UBS Asset Management manages approximately $1.6 trillion in invested assets, making it the third-largest Europe-based asset manager and the 11th largest globally. The firm offers a diverse range of investment strategies, including equity, fixed income, currency, hedge funds, global real estate, infrastructure, and private equity, catering to various client needs and investment objectives. UBS Asset Management is committed to delivering innovative investment solutions and maintaining a strong focus on client service, leveraging its global presence and expertise to meet the evolving demands of the investment landscape.

Investment Focus

  • Minimum investment amounts vary by program, ranging from $5,000 to $5 million.
  • Clients are required to complete an investor profile questionnaire to determine suitability for various investment programs.
  • Certain programs may have additional eligibility criteria based on client net worth or investment objectives.
  • Accredited investors only
  • Long-term investment horizon preferred
  • Diversification across asset classes encouraged
  • Compliance with regulatory requirements in the investor's jurisdiction

Portfolio Companies

Johnson & JohnsonApple Inc.Microsoft CorporationAmazon.com Inc.Alphabet Inc.Facebook Inc.Berkshire Hathaway Inc.Visa Inc.Procter & Gamble Co.Merck & Co., Inc.Walmart Inc.Exxon Mobil CorporationTesla Inc.JPMorgan Chase & Co.Chevron CorporationPfizer Inc.PepsiCo, Inc.Mastercard IncorporatedThe Coca-Cola CompanyIntel Corporation

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Frequently asked questions about UBS Asset Management

What sectors does UBS Asset Management invest in?

UBS Asset Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Zurich, Switzerland. UBS Asset Management is listed as a other in the ConnectSafely investor database.

What stage does UBS Asset Management invest at?

UBS Asset Management backs companies at Pre-Seed, Seed, Early Stage, Series A, Series B and Growth, writing cheques of 1M - 500M.

Which regions does UBS Asset Management invest in?

UBS Asset Management invests across United States, United Kingdom, Canada, Germany, Hong Kong and Japan.

What companies has UBS Asset Management invested in?

UBS Asset Management's portfolio includes Johnson & Johnson, Apple Inc., Microsoft Corporation, Amazon.com Inc., Alphabet Inc., Facebook Inc., Berkshire Hathaway Inc. and Visa Inc..

Last updated · Source: ConnectSafely investor database