Asset and portfolio overview
- Under the Overview tab, you can have a glance of your assets and portfolios.
- You can view the breakdown of your portfolio by asset class, currency, sector and region.
- Get an overview of the monthly and yearly performance of your portfolio
- Sustainability dashboard gives an overview of the ESG score of your portfolio.
- There is a breakdown of how your portfolio is positioned withing six different ESG categories.
- The filter, group and search functions can help you to look for documents by using relevant keywords.
- You can download your documents and have a look at them at your own time.
- Our CIO news and articles are here for you to be up-to-date with the latest news and insights.
Secure digital banking
- Security is a must: with UBS E-Banking, you can process your banking transactions very securely. Adjust your personal settings to further increase the security. It goes without saying that you can change the security settings again at any time.
Save forests, go digital
If you’d like to get your asset statement directly on your e-banking platform, you can now switch to paper free banking.
For each switch we‘ll plant a tree in Luxembourg.