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Investment Bank
FINANCE | Investment Banking
ubs.com

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Investments

193

Portfolio Exits

81

Funds

10

Partners & Customers

10

About UBS

UBS is a global financial services firm offering wealth management, investment banking, asset management and business banking services to clients world-wide.

UBS Headquarter 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.

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Synthetic Biology

382 items

UBS Web Traffic

Rank
Page Views per User (PVPU)
Page Views per Million (PVPM)
Reach per Million (RPM)
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UBS Rank

Research containing UBS

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned UBS in 3 CB Insights research briefs, most recently on Mar 29, 2022.

Latest UBS News

DGAP-PVR: Aareal Bank AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution

Jun 20, 2022

A DGAP Voting Rights Announcement: Aareal Bank AG Aareal Bank AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution 20.06.2022 / 19:00 The issuer is solely responsible for the content of this announcement. Notification of Major Holdings     Legal entity: UBS Group AG City of registered office, country: Zurich, Switzerland 4. Names of shareholder(s) UBS AG 14 Jun 2022 (total of 7.a.) (total of 7.b.1 + 7.b.2) New a. Voting rights attached to shares (Sec. 33, 34 WpHG) ISIN Type of instrument At any time At any time Type of instrument   Person subject to the notification obligation is not controlled nor does it control any other undertaking(s) that directly or indirectly hold(s) an interest in the (underlying) issuer (1.). X Name % of voting rights through instruments (if at least 5% or more) Total of both (if at least 5% or more) UBS Group AG % % % % % % % % % % 9. In case of proxy voting according to Sec. 34 para. 3 WpHG (only in case of attribution of voting rights in accordance with Sec. 34 para. 1 sent. 1 No. 6 WpHG) Date of general meeting: Proportion of voting rights Archive at www.dgap.de BITCOIN KURSZIEL 100'000 US-DOLLAR? WELCHER COIN KÖNNTE DER NÄCHSTE VERDOPPLER SEIN?  Relevant 19:00 15.06.22 14.06.22 14.06.22 09.06.22 09.06.22 09.06.22 Alle Es ist ein Fehler aufgetreten! Kein Portfolio vorhanden. Bitte zusätzlich den Namen des neuen Portfolios angeben.Keine Watchlisten vorhanden. Bitte zusätzlich den Namen der neuen Watchlist angeben. Portfolioname Anzeige 14.06.22 Anzeige Börse aktuell - Live Ticker finanzen.net News Quick Links * UBS Real-Time Indikationen basieren auf Preisen von UBS emittierten Produkten. Diese Produkte versuchen, den jeweiligen Index 1:1 zu tracken. Die Preisstellung erfolgt börsentäglich zwischen 09:15 und 17:15. Für die aufgeführten Inhalte kann keine Gewährleistung für die Vollständigkeit, Richtigkeit und Genauigkeit übernommen werden. Kursinformationen von SIX Financial Information. Verzögerung Deutsche Börse: 15 Min., Nasdaq, NYSE: 20 Min. © 1999-2022 finanzen.net GmbH Auf diesem Angebot werden u.a. Cookies eingesetzt, um Nutzungsdaten beispielsweise zur Ausspielung personalisierter Werbung durch uns und eingebundene Dritte zu erfassen und auszuwerten. Unter Datenschutz erhalten Sie weitere Informationen bzw. Hilfe zur Änderung entsprechender Einstellungen. OK

UBS Investments

193 Investments

UBS has made 193 investments. Their latest investment was in Trust & Will as part of their Corporate Minority on January 1, 2022.

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UBS Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

1/10/2022

Corporate Minority

Trust & Will

Yes

2

11/29/2021

Series B

Endowus

$25.56M

No

12

11/5/2021

Private Equity

Paytm

$1,100M

Yes

57

10/15/2021

Series E - II

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$99M

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10

10/4/2021

Debt

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$99M

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10

Date

1/10/2022

11/29/2021

11/5/2021

10/15/2021

10/4/2021

Round

Corporate Minority

Series B

Private Equity

Series E - II

Debt

Company

Trust & Will

Endowus

Paytm

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Subscribe to see more

Amount

$25.56M

$1,100M

$99M

$99M

New?

Yes

No

Yes

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Co-Investors

Sources

2

12

57

10

10

UBS Portfolio Exits

81 Portfolio Exits

UBS has 81 portfolio exits. Their latest portfolio exit was Antares Pharma on May 24, 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

5/24/2022

Acq - P2P

$99M

5

5/21/2022

Corporate Majority

$99M

1

3/17/2022

Acq - Fin

$99M

5

3/16/2022

Divestiture

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$99M

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10

1/27/2022

Corporate Majority

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$99M

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10

Date

5/24/2022

5/21/2022

3/17/2022

3/16/2022

1/27/2022

Exit

Acq - P2P

Corporate Majority

Acq - Fin

Divestiture

Corporate Majority

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

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Sources

5

1

5

10

10

UBS Acquisitions

12 Acquisitions

UBS acquired 12 companies. Their latest acquisition was UBS Securities on March 18, 2022.

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

3/18/2022

$99M

Corporate Majority

4

1/26/2022

Series E+

$99M

$204.5M

Acquired

26

8/10/2021

Other

$99M

Corporate Majority

2

4/15/2021

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$99M

Subscribe to see more

10

11/6/2019

Other

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$99M

$99M

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10

Date

3/18/2022

1/26/2022

8/10/2021

4/15/2021

11/6/2019

Investment Stage

Series E+

Other

Other

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

$204.5M

$99M

Note

Corporate Majority

Acquired

Corporate Majority

Subscribe to see more

Subscribe to see more

Sources

4

26

2

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 Potentia Capital on May 5, 2022.

Date

Type

Business Partner

Country

News Snippet

Sources

5/29/2022

Client

Australia

1

1/26/2022

Partner

United Kingdom

UBS Partners With Fund Her North.

The partnership with UBS will extend Fund Her North 's network and capabilities to support female entrepreneurs who are looking for personal finance advice and guidance around funding strategies from start up through the growth phases .

1

1/20/2022

Partner

United Kingdom

UBS partners with Fund Her North to support female-led businesses

The partnership with UBS will extend Fund Her North West 's network and capabilities to support female entrepreneurs who are looking for personal finance advice and guidance around funding strategies from start up through the growth phases .

1

12/16/2021

Partner

China

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10

12/14/2021

Vendor

United States

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10

Date

5/29/2022

1/26/2022

1/20/2022

12/16/2021

12/14/2021

Type

Client

Partner

Partner

Partner

Vendor

Business Partner

Country

Australia

United Kingdom

United Kingdom

China

United States

News Snippet

UBS Partners With Fund Her North.

The partnership with UBS will extend Fund Her North 's network and capabilities to support female entrepreneurs who are looking for personal finance advice and guidance around funding strategies from start up through the growth phases .

UBS partners with Fund Her North to support female-led businesses

The partnership with UBS will extend Fund Her North West 's network and capabilities to support female entrepreneurs who are looking for personal finance advice and guidance around funding strategies from start up through the growth phases .

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Sources

1

1

1

10

10

UBS Team

257 Team Members

UBS has 257 team members, including current Chief Technology Officer, Correy Voo.

Name

Work History

Title

Status

Correy Voo

Chief Technology Officer

Current

Bella Loykhter Allaire

Chief Information Officer

Current

Stefan Arn

Chief Information Officer, Managing Director

Current

Mark Hagan

Senior Vice President

Current

Ken Shapiro

Senior Vice President

Current

Name

Correy Voo

Bella Loykhter Allaire

Stefan Arn

Mark Hagan

Ken Shapiro

Work History

Title

Chief Technology Officer

Chief Information Officer

Chief Information Officer, Managing Director

Senior Vice President

Senior Vice President

Status

Current

Current

Current

Current

Current

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