Investments
216Portfolio Exits
86Funds
10Partners & Customers
10About UBS
UBS (SWX: UBSG) serves as a global firm that focuses on providing financial services across various sectors. The company offers a range of services including wealth management, asset management, investment banking, and customized solutions for corporate and institutional clients. It primarily serves distinguished investors, families, private clients, intermediaries, and institutional investors around the world. It was founded in 1862 and is based in Zurich, Switzerland.
Expert Collections containing UBS
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Find UBS in 1 Expert Collection, including Synthetic Biology.
Synthetic Biology
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Research containing UBS
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned UBS in 4 CB Insights research briefs, most recently on Jul 6, 2023.
Latest UBS News
Dec 20, 2023
UBS Group AG is a holding company that operates in four areas: - wealth management (54.3% of revenues); - investment banking (24.9%); - retail and corporate banking (12.3%); - asset management (8.5%). At the end of 2022, the group had CHF 525.1 billion in current deposits and CHF 387.2 billion in current loans. Operating income breaks down geographically as follows: Switzerland (22.3%), Europe/Middle East/Africa (20.2%), Americas (39.9%), Asia/Pacific (16.2%) and other (1.4%). Sector
UBS Investments
216 Investments
UBS has made 216 investments. Their latest investment was in Silan as part of their PIPE on November 22, 2023.
UBS Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
|---|---|---|---|---|---|---|
11/22/2023 | PIPE | Silan | $693.84M | Yes | 2 | |
11/9/2023 | Debt | rready | Yes | 1 | ||
9/13/2023 | Line of Credit | SWISSto12 | $28.01M | Yes | 2 | |
8/28/2023 | Loan | |||||
8/16/2023 | Loan |
Date | 11/22/2023 | 11/9/2023 | 9/13/2023 | 8/28/2023 | 8/16/2023 |
|---|---|---|---|---|---|
Round | PIPE | Debt | Line of Credit | Loan | Loan |
Company | Silan | rready | SWISSto12 | ||
Amount | $693.84M | $28.01M | |||
New? | Yes | Yes | Yes | ||
Co-Investors | |||||
Sources | 2 | 1 | 2 |
UBS Portfolio Exits
86 Portfolio Exits
UBS has 86 portfolio exits. Their latest portfolio exit was Wanda Film on December 06, 2023.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
|---|---|---|---|---|---|
12/6/2023 | Acq - Pending | 2 | |||
12/19/2022 | Acquired | 6 | |||
8/24/2022 | Divestiture | UBS - Fund Advisor Business | 2 | ||
Date | 12/6/2023 | 12/19/2022 | 8/24/2022 | ||
|---|---|---|---|---|---|
Exit | Acq - Pending | Acquired | Divestiture | ||
Companies | UBS - Fund Advisor Business | ||||
Valuation | |||||
Acquirer | |||||
Sources | 2 | 6 | 2 |
UBS Acquisitions
16 Acquisitions
UBS acquired 16 companies. Their latest acquisition was Credit Suisse on June 12, 2023.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
|---|---|---|---|---|---|---|
6/12/2023 | Acq - P2P | 12 | ||||
11/9/2022 | Series A | Corporate Majority | 2 | |||
10/28/2022 | Acquired | 1 | ||||
3/18/2022 | ||||||
8/19/2021 |
Date | 6/12/2023 | 11/9/2022 | 10/28/2022 | 3/18/2022 | 8/19/2021 |
|---|---|---|---|---|---|
Investment Stage | Series A | ||||
Companies | |||||
Valuation | |||||
Total Funding | |||||
Note | Acq - P2P | Corporate Majority | Acquired | ||
Sources | 12 | 2 | 1 |
UBS Fund History
10 Fund Histories
UBS has 10 funds, including UBS Next.
Closing Date | Fund | Fund Type | Status | Amount | Sources |
|---|---|---|---|---|---|
10/28/2020 | UBS Next | $200M | 2 | ||
8/26/2020 | Clover Private Credit Opportunities Origination II | $250.97M | 1 | ||
8/26/2020 | Clover Private Credit Opportunities Secondary II Feeder | $250.97M | 1 | ||
1/11/2019 | Archmore Infrastructure Debt Platform II | ||||
9/20/2016 | Archmore Infrastructure Debt Platform |
Closing Date | 10/28/2020 | 8/26/2020 | 8/26/2020 | 1/11/2019 | 9/20/2016 |
|---|---|---|---|---|---|
Fund | UBS Next | Clover Private Credit Opportunities Origination II | Clover Private Credit Opportunities Secondary II Feeder | Archmore Infrastructure Debt Platform II | Archmore Infrastructure Debt Platform |
Fund Type | |||||
Status | |||||
Amount | $200M | $250.97M | $250.97M | ||
Sources | 2 | 1 | 1 |
UBS Partners & Customers
10 Partners and customers
UBS has 10 strategic partners and customers. UBS recently partnered with NFL Players Association on December 12, 2023.
Date | Type | Business Partner | Country | News Snippet | Sources |
|---|---|---|---|---|---|
12/5/2023 | Client | United States | NFL Players Union Chooses UBS as Financial Adviser to Members The NFL Players Association has chosen Swiss investment bank UBS Group AG to act as a financial adviser to the union 's members . | 2 | |
11/22/2023 | Client, and Vendor | United States, and | 1 | ||
10/16/2023 | Partner | Singapore | Accredify collaborates with UBS on blockchain-based system for the private equity market Accredify collaborates with UBS on blockchain-based system for the private equity market | 1 | |
10/13/2023 | Partner | ||||
8/8/2023 | Partner |
Date | 12/5/2023 | 11/22/2023 | 10/16/2023 | 10/13/2023 | 8/8/2023 |
|---|---|---|---|---|---|
Type | Client | Client, and Vendor | Partner | Partner | Partner |
Business Partner | |||||
Country | United States | United States, and | Singapore | ||
News Snippet | NFL Players Union Chooses UBS as Financial Adviser to Members The NFL Players Association has chosen Swiss investment bank UBS Group AG to act as a financial adviser to the union 's members . | Accredify collaborates with UBS on blockchain-based system for the private equity market Accredify collaborates with UBS on blockchain-based system for the private equity market | |||
Sources | 2 | 1 | 1 |
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