Equities

Equity investments from a global player

Our equity investment specialists offer deep rooted expertise. Operating within small, dynamic teams, they provide a range of strategies to meet the changing needs of clients. From quantitative to growth to intrinsic value strategies, we aim to deliver predictable outcomes in an increasingly changeable and challenging world.

UBS Funds

Delivering the best of our capabilities to you

We offer actively managed solutions which encompass:

Global, regional and single country strategies with varying risk and return attributes from intrinsic value, growth and quantitative teams
Large-cap, small-cap and mid-cap equity, long only and a number of long-short equity funds
In addition, we offer a number of sector, thematic and other specialized strategies

We are also one of the world's largest managers of Index and Rules Based portfolios. If you are looking for a passive investment approach, we offer:

Standard, broad index-tracking portfolios
Less-traditional strategies such as alternative index and smart beta

Our flexibility and expertise means we can tailor our offering to meet your specific needs.

Our expertise

Experienced and trusted

Investment knowledge, risk management, portfolio construction and implementation. This has been at the heart of our approach for over 30 years.

Investment insights

Globally connected, locally rooted

Our investment teams are located all over the world, bringing you deep and unique local insight, working together within a wide global framework.

Get the best – and keep them

We recruit and employ talented individuals globally. We strive to hire, train and keep the best people in the industry with us.

Global careers page

Our investment approach

Rational & well-reasoned

There are no short cuts. A thoughtful, well-reasoned equity investment approach is the best way we can achieve investment success for you.

Research-based process

Our disciplined, research-driven investment processes provide you with the solid foundation you need.

Trust for the long term

We partner with you to build a long-term, trust-based relationship. Our goal is to deliver the best investment results for you.

View from UBS Indexing

China A-shares' 4x weight increase in MSCI EM Index: implications for index investors More
- 14 Mar 2019
Investing for the long-term

This paper explores key global trends and macroeconomic topics that truly long-term investors such as Sovereign Wealth Funds should prioritize in their investment framework. More
- 08 Feb 2019
Peak Performance

Equity allocators often invest primarily in passive, market-capitalization strategies with a smaller allocation to high active risk strategies. Our analysis supports reallocating a portion of passive holdings to an enhanced strategy. More
- 21 Jan 2019