UBS Group AG
Overview
UBS Group AG is a global financial services firm that provides wealth management, asset management, and investment banking services to private, corporate, and institutional clients worldwide.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| OpenAI | Oct 2024 | Growth Equity | Co-investor |
| ByteDance | Apr 2019 | Debt | Co-investor |
| Databricks | Feb 2026 | Series L | Co-investor |
| Lufax | Dec 2018 | Series C | Co-investor |
| Clear Street | May 2022 | Series B | Co-investor |
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Key People
Brandon Sobel
Managing Director - Private Wealth Management, Senior Portfolio Manager
CFP® Andrew Trung Le
Managing Director - Wealth Management, Senior Portfolio Manager
Christopher Damante
Managing Director - Wealth Management, Senior Portfolio Manager
CIMA ® Jonathan V. Beukelman
Managing Director - Wealth Management, Senior Portfolio Manager
CIMA® Kyle Harris
Managing Director, Senior Portfolio Manager
CRPC® Jason Therrell
Managing Director - Wealth Management, Sr. Portfolio Manager
Falls Robinson
Managing Director - Wealth Management - Portfolio Manager
Frederick Hahn
Managing Director Senior Portfolio Manager
Ira A. Walker
Managing Director - Senior Portfolio Manager
Jacqueline Willens
Managing Director- Senior Portfolio Manager
Jamie Baum
Managing Director, Senior Portfolio Manager
Nick Sadowsky
Managing Director Wealth Management, Senior Portfolio Manager
Paul Tashima
Managing Director, Portfolio Manager
Rick K.
Managing Director - Wealth Management - Portfolio Manager
Russell Rabito
Managing Director - Senior Portfolio Manager
Shlomi Yedid
Managing Director, Senior Portfolio Manager
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is UBS Group AG based?
UBS Group AG is headquartered in Zurich, Switzerland.
When was UBS Group AG founded?
UBS Group AG was founded in 1998.
How many portfolio companies does UBS Group AG have?
UBS Group AG has 88 portfolio companies in Caplight's dataset.
What are some companies in UBS Group AG's portfolio?
Portfolio companies visible on Caplight include OpenAI, ByteDance, Databricks, Lufax, Clear Street.
What was UBS Group AG's most recent investment shown here?
UBS Group AG's most recent investment in this portfolio sample was in Databricks in 2026.
What sectors does UBS Group AG focus on?
UBS Group AG focuses on Consumer & Commerce, Real Estate & PropTech, FinTech, Consumer & Commerce, Consumer & Commerce, FinTech, Healthcare & Life Sciences, Healthcare & Life Sciences, FinTech, Healthcare & Life Sciences, Mobility, Transportation & Logistics, Consumer & Commerce, FinTech, Consumer & Commerce, FinTech, Energy & Sustainability, Real Estate & PropTech, FinTech, FinTech, Mobility, Transportation & Logistics, FinTech, FinTech, Healthcare & Life Sciences, Mobility, Transportation & Logistics, FinTech, Frontier & Industrial Tech, Consumer & Commerce, Energy & Sustainability, Energy & Sustainability, FinTech, Crypto & Web3, FinTech, Consumer & Commerce, AI, Data & Cloud Infrastructure, Consumer & Commerce, Consumer & Commerce, Healthcare & Life Sciences, FinTech, FinTech, Enterprise Software, FinTech, Frontier & Industrial Tech, FinTech, AI, Data & Cloud Infrastructure, FinTech, Frontier & Industrial Tech, FinTech, Consumer & Commerce, Frontier & Industrial Tech, FinTech, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Energy & Sustainability, Energy & Sustainability, FinTech, Media, Entertainment & Gaming, FinTech, Frontier & Industrial Tech, FinTech, AI, Data & Cloud Infrastructure, FinTech, Consumer & Commerce, FinTech, AI, Data & Cloud Infrastructure, FinTech, FinTech, FinTech, Enterprise Software, FinTech, FinTech, Energy & Sustainability, FinTech, FinTech, FinTech, Enterprise Software, FinTech, Energy & Sustainability, AI, Data & Cloud Infrastructure, Enterprise Software, Real Estate & PropTech, Enterprise Software, Mobility, Transportation & Logistics, Real Estate & PropTech, Frontier & Industrial Tech, Enterprise Software, Mobility, Transportation & Logistics, Enterprise Software, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Crypto & Web3, Mobility, Transportation & Logistics, Telecommunications & Networking, Enterprise Software, Energy & Sustainability, Frontier & Industrial Tech, Enterprise Software, Enterprise Software, Frontier & Industrial Tech, Media, Entertainment & Gaming, Frontier & Industrial Tech, AI, Data & Cloud Infrastructure, FinTech, Enterprise Software, Mobility, Transportation & Logistics, Energy & Sustainability, Enterprise Software, Crypto & Web3, Enterprise Software, Cybersecurity, FinTech, Telecommunications & Networking, Enterprise Software, Enterprise Software, Energy & Sustainability, AI, Data & Cloud Infrastructure, Enterprise Software, Crypto & Web3, Frontier & Industrial Tech, Enterprise Software, FinTech, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, Energy & Sustainability, Enterprise Software, Crypto & Web3, Enterprise Software, Enterprise Software, Enterprise Software, Consumer & Commerce, Enterprise Software, Frontier & Industrial Tech, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech, Enterprise Software, Enterprise Software, Enterprise Software, Consumer & Commerce, Mobility, Transportation & Logistics, Frontier & Industrial Tech, Frontier & Industrial Tech, Enterprise Software, Frontier & Industrial Tech, Frontier & Industrial Tech, Mobility, Transportation & Logistics, Enterprise Software, AI, Data & Cloud Infrastructure, Energy & Sustainability, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech, Enterprise Software, FinTech, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech, Consumer & Commerce, Energy & Sustainability.
What company stages does UBS Group AG focus on?
UBS Group AG typically invests at the MultiStage stage.
What is UBS Group AG's AUM?
UBS Group AG's assets under management are estimated between $6.1T and $6.1T.