UBS Group AG
UBS Group AG is a Swiss multinational investment bank and financial services firm founded and based in Switzerland, with headquarters in both Zurich and Basel. It holds a strong foothold in all major financial centres as the largest Swiss banking institution and the world's largest private bank. UBS manages the largest amount of private wealth in the world, counting approximately half of The World's Billionaires among its clients, with over US$7 trillion in assets as of December 2025 (AUM). Based on international deal flow and political influence, the firm is considered one of the "biggest, most powerful financial institutions in the world". UBS is also a leading market maker and one of the eight global 'bulge bracket' investment banks. Due to its large presence across the Americas, EMEA and Asia–Pacific markets, the Financial Stability Board considers it a global systemically important bank and UBS is widely considered to be the largest and most sophisticated "truly global investment bank" in the world, given its market-leading positions in every major financial centre globally.
If you'd bought from year…
Same habit, different start year. Each row shows what a constant habit's worth of UBSG-SW would be worth today, had you started buying at that point in the asset's history.
| Started | $6/day$6/day coffee | $42/wk$42/week coffee |
|---|---|---|
| Year 1 (1995) — listing | $121,723 2.6× | $175,438 2.6× |
| Year 6 (2000) | $106,107 2.6× | $153,491 2.7× |
| Year 11 (2005) | $93,630 2.9× | $136,021 2.9× |
| Year 16 (2010) | $78,898 3.2× | $114,790 3.2× |
| Year 21 (2015) | $48,582 2.8× | $70,668 2.8× |
| Year 26 (2020) | $22,866 2.4× | $33,195 2.4× |
| Year 31 (2025) | $2,633 1.3× | $3,873 1.3× |
Repeated investment, no fees, dividends reinvested. $6/day coffee = $180 / month equivalent.
Popular scenarios with UBSG
For illustration only — not investment advice. Past performance is not indicative of future results.