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UBS company logo
Investment Bank
FINANCE | Investment Banking
ubs.com

Investments

214

Portfolio Exits

85

Funds

10

Partners & Customers

10

About UBS

UBS (SWX: UBSG) provides financial advice and solutions to wealthy, institutional, and corporate clients. Its services include wealth management, investment banking, asset management, and business banking services. The company was founded in 1862 and is based in Zurich, Switzerland.

Headquarters Location

Bahnhofstr. 45

Zurich, 8098,

Switzerland

+41-44-234 11 11

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Expert Collections containing UBS

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Find UBS in 1 Expert Collection, including Synthetic Biology.

S

Synthetic Biology

382 items

Latest UBS News

UBS AG : Gets a Buy rating from Berenberg

Sep 22, 2023

UBS Group AG is a holding company that operates in four areas: - fortune management (51.8% of operating income); - investment banking (28%); - retail and corporate banking (11.1%); - asset management (9.1%). At the end of 2020, the group had CHF 524.6 billion in current deposits and CHF 379.5 billion in current loans. Operating income breaks down geographically as follows: Switzerland (21.2%), Europe/Middle East/Africa (20%), Americas (40.1%), Asia/Pacific (18.5%) and other (0.2%). Sector

UBS Investments

214 Investments

UBS has made 214 investments. Their latest investment was in SWISSto12 as part of their Line of Credit on September 9, 2023.

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UBS Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

9/13/2023

Line of Credit

SWISSto12

$28.01M

Yes

2

8/28/2023

Loan

smino

Yes

2

8/16/2023

Loan

BZ

Yes

1

7/13/2023

Series B - II

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$99M

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10

7/4/2023

Loan

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$99M

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10

Date

9/13/2023

8/28/2023

8/16/2023

7/13/2023

7/4/2023

Round

Line of Credit

Loan

Loan

Series B - II

Loan

Company

SWISSto12

smino

BZ

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Amount

$28.01M

$99M

$99M

New?

Yes

Yes

Yes

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Co-Investors

Sources

2

2

1

10

10

UBS Portfolio Exits

85 Portfolio Exits

UBS has 85 portfolio exits. Their latest portfolio exit was Acadia on December 19, 2022.

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

12/19/2022

Acquired

$99M

6

8/24/2022

Divestiture

UBS - Fund Advisor Business

$99M

2

8/17/2022

Divestiture

UBS Wealth Consulting Group

$99M

2

5/24/2022

Acq - P2P

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$99M

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10

3/17/2022

Acq - Fin

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$99M

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10

Date

12/19/2022

8/24/2022

8/17/2022

5/24/2022

3/17/2022

Exit

Acquired

Divestiture

Divestiture

Acq - P2P

Acq - Fin

Companies

UBS - Fund Advisor Business
UBS Wealth Consulting Group

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

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Sources

6

2

2

10

10

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

$99M

Acq - P2P

12

11/9/2022

Series A

$99M

Corporate Majority

2

10/28/2022

$99M

Acquired

1

3/18/2022

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$99M

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10

8/19/2021

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$99M

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10

Date

6/12/2023

11/9/2022

10/28/2022

3/18/2022

8/19/2021

Investment Stage

Series A

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

Note

Acq - P2P

Corporate Majority

Acquired

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Sources

12

2

1

10

10

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

$99M

10

9/20/2016

Archmore Infrastructure Debt Platform

$99M

10

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

$99M

$99M

Sources

2

1

1

10

10

UBS Partners & Customers

10 Partners and customers

UBS has 10 strategic partners and customers. UBS recently partnered with Smart Environmental on July 7, 2023.

Date

Type

Business Partner

Country

News Snippet

Sources

7/24/2023

Client

New Zealand

Kiwi waste management biz Smart Environment mulls future, calls in UBS

Auckland-headquartered waste management business Smart Environmental has tapped UBS to try different dealmaking structures for a fit , as Downer 's sale of Repurpose It reignites M&A activity in the sector .

1

7/16/2023

Vendor

United Kingdom

UBS Picks EY as Main Auditor for Combined Credit Suisse Business

UBS Group AG Picks EY as Main Auditor for Combined Credit Suisse Group AG Business

1

7/10/2023

Partner

Australia

UBS cuts LGT Crestone’s access to research ahead of mega merger

UBS competes with the likes of JPMorgan , Macquarie and Barrenjoey Partners , among others , for top research honours in the annual Peter Lee survey , which asks institutional investors to rank sell-side analysts and their trading desk colleagues .

1

7/6/2023

Partner

Switzerland

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10

5/29/2023

Partner

Switzerland

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10

Date

7/24/2023

7/16/2023

7/10/2023

7/6/2023

5/29/2023

Type

Client

Vendor

Partner

Partner

Partner

Business Partner

Country

New Zealand

United Kingdom

Australia

Switzerland

Switzerland

News Snippet

Kiwi waste management biz Smart Environment mulls future, calls in UBS

Auckland-headquartered waste management business Smart Environmental has tapped UBS to try different dealmaking structures for a fit , as Downer 's sale of Repurpose It reignites M&A activity in the sector .

UBS Picks EY as Main Auditor for Combined Credit Suisse Business

UBS Group AG Picks EY as Main Auditor for Combined Credit Suisse Group AG Business

UBS cuts LGT Crestone’s access to research ahead of mega merger

UBS competes with the likes of JPMorgan , Macquarie and Barrenjoey Partners , among others , for top research honours in the annual Peter Lee survey , which asks institutional investors to rank sell-side analysts and their trading desk colleagues .

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Sources

1

1

1

10

10

UBS Team

292 Team Members

UBS has 292 team members, including current Chief Executive Officer, Ralph Hamers.

Name

Work History

Title

Status

Ralph Hamers

Chief Executive Officer

Current

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Name

Ralph Hamers

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Work History

Title

Chief Executive Officer

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Status

Current

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