UBS Group AG is a global investment bank and financial services firm headquartered in Zürich, Switzerland. As the largest Swiss banking institution and private bank worldwide, UBS offers a comprehensive range of financial services across major financial centers. The firm's investment focus spans various sectors and stages, with a diverse portfolio of companies in technology, fintech, healthcare, and consumer goods.
Notable portfolio companies include Impossible Foods, Thrasio, and iCapital Network. UBS is known for its strong presence in wealth management, investment banking, and asset management services. The firm's global reach and extensive expertise allow it to provide valuable insights and resources to its portfolio companies, supporting their growth and development across different markets and industries.
UBS - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Total Investments48
Current Portfolio Count35
Total Portfolio Exits2
Top Investment Stages
Series Unknown11 (33.3%)
Series B7 (21.2%)
Series C6 (18.2%)
Series D6 (18.2%)
Debt Financing3 (9.1%)
Stage Mix
Series Unknown 33%Series B 21%Series C 18%Series D 18%Debt Financing 9%
Concentration shown as share of disclosed investments by stage.
UBS - Similar Investment Firms
UBS Investment Bank
UBS Wealth Management
ubs.com
UBS Asset Management
ubs.com
Lombard Odier & Cie
lombardodier.com
UBS Oncology Impact Fund
Unicredit
unicredit.eu
Julius Baer
juliusbaer.com
Pictet Group
pictet.com
Credit Suisse First Boston
credit-suisse.com
Vontobel
Societe Generale
Deutsche Bank Securities
db.com
Commerzbank
commerzbank.de
Barclays Bank
barclays.de
ING Barings
ing.com
UBS - Classification
- Also Known As
- UBS Group AG
- NAICS
- 520000Finance and Insurance
- 522000Credit Intermediation and Related Activities
- 522100Depository Credit Intermediation
- 522110Commercial Banking
- SIC
- 6000Depository Institutions
- 6020Commercial Banks
- ISIC
- 6419Other monetary intermediation
- 6492Other credit granting
Show 16 more industry codes
- NAICS
- 522200Nondepository Credit Intermediation
- 522210Credit Card Issuing
- 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
- 525000Funds, Trusts, and Other Financial Vehicles
- 523900Other Financial Investment Activities
- 523910Miscellaneous Intermediation
- 523940Portfolio Management and Investment Advice
- 523990All Other Financial Investment Activities
- 523999Miscellaneous Financial Investment Activities
- SIC
- 5000Wholesale Trade-durable Goods
- 6700Holding And Other Investment Offices
- 6720Investment Offices
- 6790Miscellaneous Investing
- 6021National Commercial Banks
- 6722Management Investment Offices, Open-end
- 6799Investors, Not Elsewhere Classified