UBS Group AG
Investment Details
Investor Type
Institutional Investor
Asset Class Focus
Private Equity, Venture Capital, Fixed Income (Debt and Bonds), Real Estate, Hedge Funds, Commodities, Infrastructure
Stage Focus
Pre-Seed, Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States, United Kingdom, Canada, Germany, Japan, Australia, China, India, France, Switzerland
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Telecommunications
- Media
- Industrial Manufacturing
- Retail
Investment Size:
1,000,000 to 1,000,000,000 USD
Investor Details Founded: 1862
UBS Group AG is a multinational investment bank and financial services company headquartered in Zurich and Basel, Switzerland. As the largest Swiss banking institution and the world's largest private bank, UBS manages over US$6 trillion in assets under management (AUM), serving a diverse clientele that includes approximately half of the world's billionaires. The firm operates across all major financial centers globally, offering a comprehensive range of services including wealth management, investment banking, asset management, and retail banking. ([en.wikipedia.org](https://en.wikipedia.org/wiki/UBS?utm_source=openai))
UBS's strategic focus on wealth management has driven significant growth, with a reported 12% increase in net profit year-over-year in 2022. The firm has consistently paid dividends, with an annual dividend per share of CHF 3.60 in 2022, equating to a dividend yield of approximately 4.8%. As one of the largest wealth managers globally, UBS holds a strategic market position, managing more than CHF 4 trillion in client assets. ([dcfmodeling.com](https://dcfmodeling.com/blogs/investors/ubs-investor-profile?utm_source=openai))
Requirements
- Strong financial performance
- Experienced management team
- Clear growth strategy
- Alignment with UBS's investment criteria
Portfolio Companies
- Wealthfront
- SigFig
- Xapo
- Beijing Huatai Insurance Agency
- Bison Trails