The UBS GROUP is a publicly held investment adviser that advises $2,493.98Bn in regulatory assets under management held in 7 SEC fund types across 14 investment strategies. UBS GROUP is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 66.64% over the last 5-years.
The Group has been registered with the SEC for 55.56 years and is comprised of 9 filing and 0 relying advisers. They operate out of 39 office locations with their Headquarters at 1200 HARBOR BOULEVARD, WEEHAWKEN, NEW JERSEY. The Group has been subject to regulatory enforcement actions. They are regulated by 70 US and Non-US bodies.
They have 13,230 employees comprised of 9,458 investment and 3,772 non-investment staff. The total number of Employees decreased by 36.44% over the last 5-years.
Their $2,493.98Bn in assets advised are owned by 588 private funds, 1,894 public funds and BDCs and 64,206 other accounts. Assets of Investment Companies (IC) clients own $1,039.71Bn or 41.69% of Total Assets and High Net Worth Individuals own $819.72Bn or 32.87% of Total Assets.
The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and Multi Strat, representing 51.54%, 34.73% and 7.08% of total assets, respectively.
They advise 12 types of clients, top clients are Investment Companies (IC) and High Net Worth Individuals.
The Group uses 51 Fund Administrators, 10 Fund Auditors, 3 Prime Brokers, 50 Custodians and 65 Marketers. It does not report a third-party Fund Administrator in 57 private funds with $9.26Bn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
UBS GROUP names 9 sub-advisers ACTUSRAYPARTNERS LIMITED, AETNA ASSET ADVISORS, LLC, CAPSTONE INVESTMENT ADVISORS, LLC, CARTENNA CAPITAL, CENTERBOOK PARTNERS LP, MACHINA CAPITAL, MEREWETHER INVESTMENT MANAGEMENT, LP, UBS ASSET MANAGEMENT UK LIMITED, WELLINGTON MANAGEMENT COMPANY LLP to 5 different funds advised by the group. The Group has been named as the sub-adviser to 5 funds.