$7 trn
UBS Group invested assets
As of 12/31/2025
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
Watch the replay of the CIO House View monthly livestream for a conversation with David Lefkowitz, Head of US Equities; Kurt Reiman, Head of Fixed Income; and Jay Dobson, US Energy & Utilities Strategist; where they discussed the latest developments of the Middle East escalation, AI disruption, updates on tariffs, and the market implications of these topics as well as what it all means for your portfolio. The discussion was hosted by Nadia Lovell, Head of Global Equity Strategy & Management.
March 05, 2026

