Private Market View

UBS Group (SWX: UBSG)

Other · Zurich, Switzerland

AUM
$6.9M
Portfolio companies
Recorded deals
Last investment

Key facts

  • UBS Group (SWX: UBSG) is a other based in Zurich, Switzerland.
  • The team roster lists 8 people.
  • UBS Group (SWX: UBSG) reports $11.0B in regulatory assets under management, per its SEC Form ADV (2026-03).

About UBS Group (SWX: UBSG)

UBS Group is a banking institution based in Zurich, Switzerland. Established in 1862, the bank is a global firm providing financial services to private, corporate, and institutional clients. The Union Bank of Switzerland and the Swiss Bank Corporation merged to form UBS. It mainly operates in five business divisions, which include wealth management, global asset management, wealth management Americas, retail & corporate, and investment bank. The assets are managed by the board of directors.

Registered with the SEC

Form ADV · 2026-03 · CRD 113463
Regulatory AUM
$11.0B
Private fund assets
Private funds
Staff
0
Registered office
LONDON (ENGLAND)
SEC status
Approved

Discloses a disciplinary history on Form ADV.

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as UBS ASSET MANAGEMENT CREDIT INVESTMENTS GROUP (UK) LTD).

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Portfolio

Portfolio — not yet on record

No portfolio companies for UBS Group (SWX: UBSG) are on record yet. Positions surface from round participations, filings, and coverage.

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Team
8 people on record — 8 with verified contacts

Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.

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Frequently asked

What is UBS Group (SWX: UBSG)'s AUM?
UBS Group (SWX: UBSG) manages approximately $6.9M in assets.