UBS Group Mergers and Acquisitions Summary

Financial ServicesCompany

UBS Group has acquired 4 companies, including 2 in the last 5 years. It has also divested 4 assets.

UBS Group’s largest acquisition to date was in 2000, when it acquired PaineWebber Group for $10.8B. It’s largest disclosed sale occurred in 2009, when it sold UBS Service Centre Pvt. to Cognizant Technology Solutions for $75M. UBS Group has acquired in 3 different US states, and 2 countries. The Company’s most targeted sectors include financial services (75%) and internet software and services (25%).

Join Mergr and gain access to UBS Group’s M&A summary, the M&A summaries of companies just like it, as well as recent M&A activity in the financial services sector.

M&A Summary

  • M&A Total Activity8
    • M&A Buy Activity4
    • M&A Sell Activity4
  • Total Sectors Invested 2
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 14
  • M&A Advisors 2

UBS Group

UBS Group AG

Bahnhofstrasse 45 PO Box,
Zurich, 8001
Switzerland,
+41 44 234 11 11
www.ubs.com

UBS Group is a retail and commercial bank providing financial services to private, corporate and institutional clients. UBS Group was founded in 1862 and is based in Zurich, Switzerland.


M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (0.2/yr) # 3 - - - - 1 4
vol $11.1B $1.4B $12.5B
Sell (0.0/yr) # 4 - - - - - 4
vol $75M $75M
  8

Most Recent M&A

Company Date Value Type
Wealthfront Corp. 2022-01-26 1.4B USD Add-on Acquisition
Palo Alto, California · www.wealthfront.com
UBS Delta 2017-04-07 - Divestiture
, United Kingdom · www.ubs.com/delta
we.trade Innovation DAC 2017-01-02 - Joint Venture
Dublin, Ireland · www.we-trade.com
Equatex AG 2015-03-02 - Divestiture
Zurich, Switzerland · www.equatex.com
Corporate Employee Financial Services International 2013-12-19 - Divestiture
, Switzerland
UBS Service Centre (India) Pvt. Ltd. 2009-10-15 75M USD Divestiture
Hyderabad, India
SoundView Technology Group, Inc. 2004-08-31 265M USD Add-on Acquisition
Old Greenwich, Connecticut · www.soundview.com
PaineWebber Group, Inc. 2000-07-12 10.8B USD Add-on Acquisition
New York, New York
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 3 (75%) 12.5B (100%) 3 (75%) 75M (100%)
Internet Software and Services 1 (25%) - - -
Business Services - - 1 (25%) -
Total 4 $12.5B 4 $75M

By Geo

State/Country Buy Value Sell Value
United States 3 12.5B - -
  New York 1 10.8B - -
  Connecticut 1 265M - -
  California 1 1.4B - -
Switzerland - - 2 -
India - - 1 75M
Ireland 1 - - -
United Kingdom - - 1 -
Domestic - - 2 (50%) -
Cross-border 4 (100%) 12.5B (100%) 2 (50%) 75M (100%)
Total 4 $12.5B 4 $75M

Top M&A Advisors

Financial Deals
UBS Investment Bank
1
Legal Deals
Sullivan & Cromwell LLP
1

Deal Values

buy # Total
> $1B 2 $12.2B
$100M to $1B 1 $265M
TOTAL $12.5B
Largest PaineWebber Group, Inc.
$10.8B (2000-07-12)
sell # Total
< $100M 1 $75M
TOTAL $75M
Largest UBS Service Centre (India) Pvt. Ltd.
$75M (2009-10-15)

M&A Connections

Deals
Acquired from
Strategic(s)
25%
1 (25%)
Divested to
Investor(s)
50%
2 (50%)
Strategic(s)
50%
2 (50%)

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