$6 trn
UBS Group invested assets
As of 12/31/2024
We achieve this by keeping our core values close to our heart:
Unflinching Integrity. We only do what is right for you. An ethical, client-first
approach is our over-arching commitment to you.
Competency. We provide you with an uncommon blend of personalized understanding and a depth of knowledge of the capital markets. This enables us to build capital that can change lives and achieve your present and future goals. We implement your personalized asset allocation plan with intent and purpose.
Uncompromised Conduct. We believe your trust and confidence must be won each and every day. We hold ourselves and our business to the highest standards of conduct and professionalism. We believe you deserve to enjoy your life with your friends, family, and philanthropic causes free from the burden of worry about your financial affairs.
Wealth Planning Associate
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager