UBS and its businesses
UBS draws on their 150-year
heritage to serve private, institutional and corporate clients
worldwide, as well as retail clients in Switzerland. Their business
strategy is centered on their pre-eminent global wealth management
businesses and their universal bank in Switzerland. Together with a
client-focused Investment Bank and a strong, well-diversified Global
Asset Management business, they will expand their premier wealth
management franchise and drive further growth across the Group.
Headquartered in Zurich and Basel, Switzerland, UBS has offices in more
than 50 countries, including all major financial centers, and employ
approximately 64,000 people. UBS AG is the parent company of the UBS
Group (Group). Under Swiss company law, UBS AG is organized as an
Aktiengesellschaft, a corporation that has issued shares of common stock
to investors.
The operational structure of the Group comprises the Corporate Center and five business divisions:
- Wealth Management
- Wealth Management Americas
- The Investment Bank
- Global Asset Management
- Retail & Corporate
Wealth Management delivers
comprehensive financial services to wealthy private clients around the
world – except those served by Wealth Management Americas. Its clients
benefit from the entire spectrum of UBS resources, ranging from
investment management to estate planning and corporate finance advice,
in addition to specific wealth management products and services. An open
product platform provides clients with access to a wide array of
products from third-party providers that complement their own product
lines.
Wealth Management Americas provides advice-based
solutions through financial advisors who deliver a fully integrated set
of products and services specifically designed to address the needs of
ultra high net worth and high net worth individuals and families. It
includes the domestic US business, the domestic Canadian business and
international business booked in the US.
The Investment Bank
provides a broad range of products and services in equities, fixed
income, foreign exchange and commodities to corporate and institutional
clients, sovereign and government bodies, financial intermediaries,
alternative asset managers and UBS’s wealth management clients. The
Investment Bank is an active participant in capital markets flow
activities, including sales, trading and market-making across a broad
range of securities. It provides financial solutions to a wide range of
clients, and offers advisory and analytics services in all major
capital markets.
Global Asset Management is a large-scale asset
manager with businesses diversified across regions, capabilities and
distribution channels. It offers investment capabilities and styles
across all major traditional and alternative asset classes including
equities, fixed income, currencies, hedge fund, real estate,
infrastructure and private equity that can also be combined into
multi-asset strategies. The fund services unit provides professional
services, including fund set-up, accounting and reporting for
traditional investment funds and alternative funds.
Retail &
Corporate delivers comprehensive financial products and services to
their retail, corporate and institutional clients in Switzerland. It is
an integral part of the universal bank model in Switzerland and
delivers growth to their other businesses. It supports them by
cross-selling products and services provided by their asset-gathering
and investment banking businesses, by referring clients to them and
transferring clients to Wealth Management due to increased client
wealth.
The Corporate Center provides treasury services, and
manages support and control functions for the business divisions and the
Group in such areas as risk control, finance, legal and compliance,
funding, capital and balance sheet management, management of non-trading
risk, communications and branding, human resources, information
technology, real estate, procurement, corporate development and service
centers. It allocates most of the treasury income, operating expenses
and personnel associated with these activities, which we refer to
collectively as Corporate Center – Core Functions, to the businesses
based on capital and service consumption levels. The Corporate Center
also encompasses the Legacy Portfolio, consisting of the centrally
managed legacy portfolio formerly in the Investment Bank and the option
to acquire the equity of the SNB StabFund.
Company |
Fund Name |
ISIN |
Currency |
Inception Date |
Rating |
Risk |
Profile |
UBS Fund Management (Switzerland) AG |
UBS(CH)Strategy Fund Yield EUR |
CH0000474533 |
EUR |
02/06/1993 |
4 |
Medium |
The fund invests worldwide in high-quality equities, bonds and money market instruments.|The focus of the investments lies in fixed-income paper, with the equity component generally only amounting to around 25%. Investments are largely hedged versus the reference currency.|The fund's long-term aim is to preserve real assets while maintaining additional return potential and is based on UBS investment policy. |
UBS Fund Management (Switzerland) AG |
UBS(CH)Strategy Fund Balanced EUR |
CH0000474541 |
EUR |
02/06/1993 |
4 |
Medium |
The fund invests worldwide in high-quality equities, bonds and money market instruments. ||The ratio of equities to fixed-income investments is balanced (equity component usually around 45%). |Investments are largely hedged versus the reference currency.|The fund's long-term aim is to generate real growth in assets and is based on UBS's investment policy. |
UBS Fund Management (Switzerland) AG |
UBS(CH)Equity Fund Smll Caps Europe |
CH0000967031 |
EUR |
27/10/1993 |
3 |
High |
Actively managed equity portfolio investing in European small-cap companies.|The fund invests in equities of smaller sized companies domiciled or chiefly active in Europe.|When selecting stocks, the portfolio management team focuses on companies' flexibility and their ability to innovate.|The fund is diversified across various countries and sectors. |
UBS Fund Management (Switzerland) AG |
UBS (CH) Equity Fd Glob Mater P Dis |
CH0002609698 |
USD |
12/09/1994 |
2 |
Medium |
Equity portfolio that invests worldwide in companies in the metals, mining, chemicals and forestry sectors and is actively managed.|Efficient means of exploiting the potential of companies in the metals, mining and chemicals sectors but also of producers in the paper and forestry industries.|Specialised sector analysts seek out the most attractive stocks in the materials sector worldwide.|Investment decisions are based on a disciplined investment philosophy and careful fundamental research. |
UBS Fund Management (Switzerland) AG |
UBS (CH) Bond Fd - USD P Dis |
CH0002788534 |
USD |
14/12/1981 |
3 |
Medium |
The fund invests in USD-denominated bonds from the investment-grade segment and focuses on paper issued by prime borrowers.|The investment objective is to achieve the most attractive return possible based on the performance of the USD bond market|The fund is appropriate for investors seeking to invest in a broadly diversified USD bond portfolio.|Active duration management takes advantage of fluctuating interest rates. |
UBS Fund Management (Switzerland) AG |
UBS 100 Index Fund Switzerland Dis |
CH0002788807 |
CHF |
12/12/1988 |
3 |
Medium |
The equity portfolio invests in the 100 largest Swiss companies by market capitalisation.|Investments on the Swiss stock market |
UBS Fund Management (Switzerland) AG |
UBS(CH)Equity Fund Switzerland |
CH0002791769 |
CHF |
23/05/1949 |
3 |
Medium |
Actively managed equity portfolio that invests in Swiss shares.|The fund is diversified across various sectors.|Investment decisions are based on a disciplined investment philosophy and careful fundamental research. |
UBS Fund Management (Switzerland) AG |
UBS(CH)Strategy Fund Balanced CHF |
CH0002792122 |
CHF |
12/02/1990 |
4 |
Medium |
The fund invests worldwide in high-quality equities, bonds and money market instruments.|The ratio of equities to fixed-income investments is balanced (equity component usually around 45%). |Investments are largely hedged versus the reference currency.|The fund's long-term aim is to generate real growth in assets and is based on UBS's investment policy. |
UBS Fund Management (Switzerland) AG |
UBS(CH)Strategy Fund Yield USD |
CH0002792171 |
USD |
12/02/1990 |
3 |
Medium |
The fund invests worldwide in high-quality equities, bonds and money market instruments.|The focus of the investments lies in fixed-income paper, with the equity component generally only amounting to around 25%. Investments are largely hedged versus the reference currency.|The fund's long-term aim is to preserve real assets while maintaining additional return potential and is based on UBS investment policy. |
UBS Fund Management (Switzerland) AG |
UBS(CH)Strategy Fund Balanced USD |
CH0002792189 |
USD |
12/02/1990 |
3 |
Medium |
The fund invests worldwide in high-quality equities, bonds and money market instruments.|The ratio of equities to fixed-income investments is balanced (equity component usually around 45%). |Investments are largely hedged versus the reference currency.|The fund's long-term aim is to generate real growth in assets and is based on UBS's investment policy. |
UBS Fund Management (Switzerland) AG |
UBS(CH)Equity Fund Smll Caps Switz |
CH0004311335 |
CHF |
02/05/1996 |
3 |
High |
Actively managed equity portfolio investing in Swiss small-cap companies.|Investments are predominantly made in companies with a market capitalisation of less than CHF 3 billion.|When selecting stocks, the portfolio management team focuses on companies' flexibility and their ability to innovate.|The fund is diversified across various sectors. |
UBS Fund Management (Switzerland) AG |
UBS (CH) Equity Fd Latin Ameri. Dis |
CH0004370927 |
USD |
25/03/1996 |
2 |
High |
Actively managed equity portfolio that invests in Latin American shares.|The fund is diversified across various countries and sectors.|Investment decisions are based on a disciplined investment philosophy and careful fundamental research. |
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