Understanding UBS AUM and Its Structure

UBS Asset Management (UBS AM) oversees the assets under management (AUM) of UBS, a global financial services company. UBS AM is responsible for managing the investments of UBS's clients.

The AUM of UBS is comprised of various asset classes, including equities, fixed income, and alternative investments. This diversification allows UBS to offer a wide range of investment options to its clients.

UBS's AUM is managed by a team of experienced investment professionals who utilize a variety of investment strategies to achieve their clients' goals.

UBS AUM is essentially the total value of assets that UBS Wealth Management and UBS Asset Management have under management or administration. This figure is a key metric for understanding the size and scope of UBS's operations.

The AUM of UBS Wealth Management is approximately $3.5 trillion, which is a significant portion of the total UBS AUM. This number includes assets managed by UBS's wealth management business, which serves high net worth individuals and families.

UBS's AUM has been steadily increasing over the years, with a compound annual growth rate of 10% between 2015 and 2020.

UBS AUM, or Assets Under Management, is the total value of investments managed by UBS on behalf of its clients.

UBS is a leading global wealth manager with a long history dating back to 1862, as mentioned in the section on "History".

The value of UBS AUM is a key indicator of the company's success and influence in the financial industry.

According to the section on "Financial Performance", UBS AUM has consistently grown over the years, reaching a record high in 2022.

As of 2022, UBS AUM stood at approximately $1.2 trillion, a significant increase from the $1 trillion mark achieved in 2020.

UBS AUM is a critical metric for investors, clients, and analysts to gauge the company's ability to manage and grow assets effectively.

The company's ability to attract and retain high net worth clients and institutional investors is a key factor in driving UBS AUM growth.

In the section on "Key Statistics", UBS reports that it has over 30 million client relationships across the globe.

This extensive network of clients contributes significantly to the growth of UBS AUM, making it one of the largest wealth managers globally.

UBS AUM is a financial metric that measures the total value of assets under management by a financial institution. UBS is one of the largest financial institutions in the world.

The total value of UBS AUM is staggering, with over $7 trillion in assets under management. This is a significant increase from the $3.4 trillion in assets under management in 2017.

Assets under management are calculated by adding up the value of all investments managed by a financial institution. This includes stocks, bonds, mutual funds, and other types of investments.

UBS AUM is a significant player in the global wealth management industry.

With a history dating back to 1862, UBS has been around for over 159 years.

UBS offers a wide range of financial services, including asset management, investment banking, and wealth management.

The company's asset management arm has over $7 trillion in assets under management, making it one of the largest in the world.

UBS's global presence is reflected in its operations in over 50 countries worldwide.

The company's commitment to sustainability is evident in its efforts to reduce its carbon footprint and promote environmentally responsible investing.

UBS Financial Services Inc has a total AUM of $702.4 billion as of 2024-06-26.

The AUM is broken down into various categories, including client types and discretionary/non-discretionary accounts. By client type, UBS has 307,630 individual clients (other than high net worth individuals) with an AUM of $54.8 billion, and 738,112 high net worth individuals with an AUM of $527.6 billion.

Here's a breakdown of UBS' AUM structure:

The remaining AUM is distributed among other client types, including banking or thrift institutions, investment companies, and sovereign wealth funds.

UBS reported a net new asset inflow of $27.4 billion for its global wealth management business in the first quarter, a decrease from $39.8 billion in the same period last year.

The company's total fee-generating assets under management reached $1.7 trillion at the end of the quarter, with $17.3 billion coming in as new assets.

Here's a breakdown of UBS's assets under management (AUM) by client type:

UBS's total AUM stands at $702.4 billion, with $317.3 billion in discretionary AUM and $385.1 billion in non-discretionary AUM.

The impact of UBS's AUM (Assets Under Management) structure is significant, with the bank's wealth management business accounting for over 40% of its total AUM.

This is largely due to the bank's focus on wealth management, which has been a key driver of its growth in recent years.

UBS's AUM has grown steadily over the past decade, reaching a record high of over $3.5 trillion in 2020.

As a result, the bank's wealth management business has become a major contributor to its overall revenue, generating over 60% of its total income in 2020.

The bank's AUM structure also has a positive impact on its clients, providing them with a range of investment products and services tailored to their individual needs.

UBS's global reach and expertise in wealth management enable the bank to offer its clients a diverse range of investment opportunities, from traditional assets like stocks and bonds to alternative investments like private equity and real estate.