UBS Asset Management

What UBS Asset Management does

UBS Asset Management is the global asset management division of UBS Group AG, a Swiss-headquartered universal bank tracing its origins to 1862. The business operates as a multi-asset investment platform spanning equities, fixed income, multi-asset, hedge funds, infrastructure, private equity, private credit, real estate, food and agriculture, liquidity/cash management, and Global Sovereign Markets. Its combined Investments business, formed in December 2025 under Co-Heads Barry Gill and Sonja Laud (joining July 2026 from L&G Asset Management), oversees $1.8 trillion in invested assets and integrates public and private markets capabilities. The product set ranges from the UBS Funds mutual fund range, UBS Liquidity Funds, and the retained Credit Suisse Mutual Funds legacy range, through Indian equity UCITS ETFs and the tokenised UBS uMINT money market fund, to broader solution wrappers including the Unified Global Alternatives open-architecture platform, ETFs and indexing, Partnership Solutions (white-labelling and fund wrapping), and Sustainable Investing.

The firm serves institutional investors, financial advisors and intermediaries, individual investors, Global Sovereign Markets clients, and high-net-worth and ultra-high-net-worth clients (via the UBS Wealth Management US Financial Advisor network operating in 49 states). Revenue is generated through AUM-based management fees, performance and incentive fees on alternatives and private markets vehicles, liquidity fund fees, and Partnership Solutions / white-labelling revenue. Distribution combines direct institutional and intermediary sales, partnership channels, UCITS ETF listings, and a digital self-serve Asset Management Client Portal; client experience is supported by UBS Neo, UBS KeyLink, UBS Online Services and the UBS Mobile App. In the United States, services are delivered through three SEC-registered investment advisers (UBS Asset Management (Americas) LLC, UBS Realty Investors LLC, UBS Farmland Investors LLC), each an indirect wholly-owned subsidiary of UBS Group AG. Recent strategic activity includes the launch of UBS uMINT (October 2025), the Indian equity UCITS ETFs (November 2025), partnership integrations with Bybit and Secured Finance, and a restructuring of Italy asset management operations announced in March 2026.

Name

UBS Asset Management

Legal name

UBS Asset Management (Americas) LLC

Website

https://ubs.com

Company type

Private

Founded year

1862

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

UBS Asset Management is a global multi-asset investment platform within UBS Group, overseeing $1.8 trillion across active and indexed strategies for institutional, intermediary, individual, sovereign, and high-net-worth clients, with notable tokenized fund innovation.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Open-End Investment Funds (525910), Other Financial Vehicles (52599)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Asset-Backed Securities (6189)

akta.pro primary industry

Managed Accounts & Model Portfolios (SMA/UMA) (FSAAAAAG)

akta.pro secondary industries

Equity Prime Brokerage (Custody, Financing & Services) (FSACAFAB), Asset-Based Lending (ABL) (FSANADAD), Real Assets — Real Estate Debt (Whole Loans, Mezzanine, CMBS/CLO) (FSAHAIAB), Direct Lending — Asset-Based Lending (ABL) (FSAHAJAE)

Keywords

• Asset management services
• Institutional investment management
• Alternative investments platform
• Liquidity and cash management
• Multi-asset portfolio management

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices6 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Investment management fees (AUM-based): Recurring management fees charged on assets under management across active, indexed, traditional and alternative strategies for institutional, intermediary and individual investors.
2. Performance and incentive fees: Performance-based fees on certain alternative and hedge fund strategies where applicable, alongside carried interest economics on select private market vehicles.
3. Liquidity and cash management fund fees: Fees on UBS Liquidity Funds and cash management mandates for institutional and corporate treasury clients, providing yield-based money market exposure.
4. Partnership Solutions / white-labelling and fund wrapping: Revenue from white-labelling, fund wrapping, reporting and technology services offered to distribution partners and institutional clients beyond pure investment management.
5. Private markets investment management fees: Recurring management fees and performance economics on private equity, private credit, infrastructure, real estate and food & agriculture strategies offered to institutional investors.

Pricing tiers

Go-to-market motion4 records

Distribution channels5 records

Marketing channels8 records

Core offering

UBS Asset Management is the discretionary asset management arm of UBS Group AG, delivering active and indexed investment capabilities across equities, fixed income, multi-asset, hedge funds, infrastructure, private equity, private credit, real estate, food and agriculture, and liquidity/cash management to institutional, intermediary and individual investors. It packages these capabilities into mutual funds, UCITS ETFs, liquidity funds, separate accounts, private market vehicles and tokenized products such as the UBS uMINT money market fund, and adds Partnership Solutions (white-labelling, fund wrapping, reporting) for distribution partners.

Product overview

UBS Asset Management operates as a platform-plus-modules architecture: a single core asset management business (UBS Asset Management) organized around specialist teams that deliver a modular set of investment capabilities (asset classes and solutions) and product wrappers (funds, ETFs, liquidity funds, tokenized products). At the core, the platform spans asset-class capabilities — Equities, Fixed Income, Multi-Asset, Hedge Funds (Unified Global Alternatives), Infrastructure, Private Equity, Private Credit, Real Estate, Food and Agriculture, Liquidity and Cash Management, and Global Sovereign Markets — which feed into distinct solutions (ETFs & Indexing, Unified Global Alternatives – Open architecture, Partnership Solutions, and Sustainable Investing). On top of these, the firm ships packaged products including UBS Funds, UBS Liquidity Funds, the legacy Credit Suisse Mutual Funds range, the Indian Equity UCITS ETFs, and the tokenized UBS uMINT money market fund. Distribution and client service are supported by an integrated Asset Management Client Portal (on UBS Neo), the Funds portal, and the broader UBS Asset Management Insights / "The Red Thread" research publications.

Differentiator

Problem solved

Functional benefit

Brands

• UBS Funds: UBS Asset Management's flagship mutual fund product line offered to institutional, financial advisor, and individual investor channels.
• UBS Liquidity Funds
• Credit Suisse Mutual Funds
• UBS uMINT

Products and services

• UBS Funds Primary mutual fund range offered by UBS Asset Management across multiple asset classes and strategies, distributed to institutional investors, financial advisors, and individual investors depending on jurisdiction.
• UBS Liquidity Funds Short-duration liquidity and cash management funds from UBS Asset Management designed to meet institutional cash management and corporate treasury needs.
• Credit Suisse Mutual Funds Former Credit Suisse mutual fund range carried over to UBS Asset Management following the Credit Suisse integration, retained as a distinct label within the UBS Asset Management funds offering.
• UBS uMINT (USD Money Market Investment Fund Token) First tokenized investment fund launched by UBS Asset Management — a tokenized USD money market fund distributed via DigiFT, designed to enable tokenized cash-equivalent assets to be used as on-chain collateral and to bridge traditional money-market exposure with DeFi and digital-asset trading venues.
• UBS Asset Management Indian Equity UCITS ETFs Two UCITS ETFs targeting the Indian equity market: one swap-based broad-market exposure ETF and one ESG-focused ETF covering Indian large- and mid-cap companies, part of UBS Asset Management's UCITS platform.
• UBS Asset Management Equities Active and indexed equity investment capabilities offered by UBS Asset Management across global markets and themes, delivered via mutual funds, separate accounts and mandates.
• UBS Asset Management Fixed Income Fixed income investment capabilities of UBS Asset Management spanning government, credit, and rates strategies globally, delivered via Bond Bites insights and dedicated fixed income funds/mandates.
• UBS Asset Management Multi-Asset Multi-asset investment solutions combining equities, fixed income, and alternatives into asset-allocation strategies for institutional and intermediary clients.
• UBS Asset Management Hedge Funds (Unified Global Alternatives) Hedge fund capabilities delivered through UBS Asset Management's Unified Global Alternatives (UGA) open-architecture platform, providing institutional clients access to a broad range of hedge fund strategies.
• UBS Asset Management Infrastructure Infrastructure investment capabilities focused on direct and fund-of-fund infrastructure equity and debt opportunities for institutional clients.
• UBS Asset Management Private Equity Private equity investment capabilities covering primary, secondary, and co-investment opportunities for institutional clients.
• UBS Asset Management Private Credit Private credit and alternative credit capabilities spanning direct lending, infrastructure debt, and working capital finance for institutional clients.
• UBS Asset Management Real Estate Real estate investment capabilities delivered in the US through affiliates such as UBS Realty Investors LLC, covering core, value-add, and thematic real estate strategies.
• UBS Asset Management Food and Agriculture Food and agriculture investment capabilities delivered in the US through affiliates such as UBS Farmland Investors LLC.
• UBS Asset Management Global Sovereign Markets Dedicated Global Sovereign Markets capability providing solutions tailored to sovereign and central-bank reserve managers.
• UBS Asset Management ETFs & Indexing Passive and indexed investment solutions encompassing UCITS ETFs (including Indian Equity UCITS ETFs) and other index-tracking vehicles for institutional and intermediary clients.
• UBS Asset Management Unified Global Alternatives Open-architecture alternatives platform covering hedge funds, private equity, private credit, infrastructure, real estate, and food and agriculture — providing institutional clients with a single entry point into alternative strategies.
• UBS Asset Management Partnership Solutions Partnership Solutions offering delivering white-labelled, fund-wrapping, reporting and technology services to financial intermediaries and institutional distribution partners, bundling technology and operations with investment capabilities.
• UBS Asset Management Sustainable Investing Sustainable and impact investing capabilities integrating ESG analysis, active ownership, and sustainable-themed strategies across asset classes.

Quantifiable outcome

• $1.8 trillion invested assets overseen by combined Investments business
• +2 more outcomes

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature5 records

Partnerships

Three partnerships are on record, tiered core.

• Secured FinancecoreTechnology or Integration · 5 February 2026Secured Finance AG integrated tokenised real-world assets issued by DigiFT (including UBS uMINT tokens) as eligible on-chain collateral within its DeFi protocol, enabling users to pledge UBS uMINT to access on-chain liquidity and supporting additional tokenised RWAs over time.
• DigiFTcoreStrategic or Co-development Partner · 14 October 2025DigiFT distributes tokenised real-world assets on-chain for UBS Asset Management, including the UBS USD Money Market Investment Fund Token (UBS uMINT) — the first tokenised investment fund launched by UBS Asset Management. DigiFT is referenced as a core distribution partner enabling uMINT's use as collateral on Bybit and integration with Secured Finance.
• BybitcoreStrategic or Co-development Partner · 13 October 2025Bybit announced a strategic partnership with DigiFT and UBS Asset Management to expand the use of UBS's tokenised money market fund (UBS uMINT) as collateral for trading on Bybit's platform, bridging traditional finance and digital assets for institutional investors.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• BlackRock: Largest global asset manager with ~$10T+ AUM. Directly competes with UBS AM across active, indexed, alternatives, private markets and increasingly tokenised products (BUIDL). Strongest direct peer on scale, capabilities and institutional distribution.
• Vanguard: Global leader in low-cost passive and index investing. Competes with UBS AM's ETF and indexing capabilities, particularly in UCITS and US intermediary channels, and drives fee compression across the segment.
• Fidelity Investments: Diversified global asset manager with strong active, passive and alternatives franchises. Competes with UBS AM across institutional, intermediary and individual segments, including ETFs and multi-asset solutions.
• State Street Global Advisors: Major institutional asset manager with leading ETF franchise (SPDR) and significant outsourced CIO and alternatives capabilities. Comparable to UBS AM on institutional and indexed offerings.
• PIMCO: Global fixed income and credit specialist with growing alternatives platform. Directly competes with UBS AM on fixed income, multi-asset and credit strategies for institutional and intermediary clients.
• Legal & General Investment Management: UK-based large asset manager with strong index, fixed income and alternatives franchises. Directly comparable to UBS AM on UK/European institutional and intermediary channels; LGIM is also the prior employer of incoming UBS AM Co-Head Sonja Laud.
• Schroders: UK-listed global asset manager with active equities, multi-asset, and alternatives capabilities. Comparable on UK and European institutional and intermediary distribution; similar scale and product breadth.

Broad incumbents

• J.P. Morgan Asset Management: Large, broad asset management arm of J.P. Morgan offering active, passive, alternatives and multi-asset solutions. Directly competes across institutional and intermediary channels; bigger scale and deeper distribution in some segments.
• Goldman Sachs Asset Management: Alternatives-heavy asset manager within Goldman Sachs. Directly comparable to UBS AM on alternatives, private credit and institutional mandates, with significant private markets and infrastructure capability overlap.

Emerging players

• Brookfield Asset Management: Pure-play alternatives manager with significant private credit, infrastructure, real estate and PE capabilities. Competes with UBS AM's UGA platform in alternatives, particularly for institutional mandates seeking scale alternative managers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat7 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/UBS
• YouTubeyoutube.com/ubs
• Facebookfacebook.com/UBSglobal
• LinkedInlinkedin.com/company/undefined
• Instagraminstagram.com/ubstrending

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments9 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about UBS Asset Management