Investments
193Portfolio Exits
81Funds
10Partners & Customers
10Expert Collections containing UBS
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Find UBS in 1 Expert Collection, including Synthetic Biology.
Synthetic Biology
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CB Insights Intelligence Analysts have mentioned UBS in 3 CB Insights research briefs, most recently on Mar 29, 2022.
Latest UBS News
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.
UBS Investments Activity
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 | EDBI, Lightspeed Venture Partners, Prosus Ventures, SingTel Innov8, Undisclosed Investors, and Z Holdings | 12 |
11/5/2021 | Private Equity | Paytm | $1,100M | Yes | 57 | |
10/15/2021 | Series E - II | |||||
10/4/2021 | Debt |
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 | ||
Amount | $25.56M | $1,100M | |||
New? | Yes | No | Yes | ||
Co-Investors | EDBI, Lightspeed Venture Partners, Prosus Ventures, SingTel Innov8, Undisclosed Investors, and Z Holdings | ||||
Sources | 2 | 12 | 57 |
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 | 5 | |||
5/21/2022 | Corporate Majority | 1 | |||
3/17/2022 | Acq - Fin | 5 | |||
Date | 5/24/2022 | 5/21/2022 | 3/17/2022 | ||
|---|---|---|---|---|---|
Exit | Acq - P2P | Corporate Majority | Acq - Fin | ||
Companies | |||||
Valuation | |||||
Acquirer | |||||
Sources | 5 | 1 | 5 |
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 | Corporate Majority | 4 | ||||
1/26/2022 | Series E+ | $204.5M | Acquired | 26 | ||
8/10/2021 | Other | Corporate Majority | 2 | |||
4/15/2021 | ||||||
11/6/2019 | Other |
Date | 3/18/2022 | 1/26/2022 | 8/10/2021 | 4/15/2021 | 11/6/2019 |
|---|---|---|---|---|---|
Investment Stage | Series E+ | Other | Other | ||
Companies | |||||
Valuation | |||||
Total Funding | $204.5M | ||||
Note | Corporate Majority | Acquired | Corporate Majority | ||
Sources | 4 | 26 | 2 |
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 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 | ||||
12/14/2021 | Vendor |
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 | ||
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 . | |||
Sources | 1 | 1 | 1 |
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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