UBS Group AG (UBSG) — Strategic Asset Allocation Index
UBS Group AG (UBSG) has a Strategic Asset Allocation Index of 427.1% as of December 2025. Strategic assets (PP&E of CHF16.06 Billion plus long-term investments of CHF370.37 Billion) total CHF386.43 Billion, measured against net assets of CHF90.48 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See UBSG net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
UBS Group AG Strategic Asset Allocation Index (2015–2025)
This chart shows how UBS Group AG's Strategic Asset Allocation Index has evolved across 11 annual periods from 2015 to 2025. As of December 2025, the index stands at 427.1%, representing strategic assets of CHF386.43 Billion against net assets of CHF90.48 Billion CHF. For live market cap and overall valuation, see how much is UBS Group AG worth.
Annual Strategic Asset Allocation Index for UBS Group AG (2015–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for UBS Group AG from 2015 to 2025, covering 11 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See net assets of UBS Group AG for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (CHF) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 427.1% | CHF386.43 Billion | CHF16.06 Billion | CHF370.37 Billion | CHF90.48 Billion | ▲ +37.5 pp |
| 2024 | 389.6% | CHF333.37 Billion | CHF15.50 Billion | CHF317.87 Billion | CHF85.57 Billion | ▼ -30.2 pp |
| 2023 | 419.8% | CHF361.66 Billion | CHF17.85 Billion | CHF343.81 Billion | CHF86.16 Billion | ▲ +70.6 pp |
| 2022 | 349.2% | CHF199.81 Billion | CHF12.29 Billion | CHF187.52 Billion | CHF57.22 Billion | ▲ +26.8 pp |
| 2021 | 322.4% | CHF196.69 Billion | CHF12.89 Billion | CHF183.80 Billion | CHF61.00 Billion | ▼ -99.4 pp |
| 2020 | 421.8% | CHF252.10 Billion | CHF9.33 Billion | CHF242.77 Billion | CHF59.76 Billion | ▼ -25.4 pp |
| 2019 | 447.2% | CHF244.66 Billion | CHF9.41 Billion | CHF235.25 Billion | CHF54.71 Billion | ▲ +36.1 pp |
| 2018 | 411.1% | CHF223.70 Billion | CHF6.31 Billion | CHF217.39 Billion | CHF54.42 Billion | ▼ -7.0 pp |
| 2017 | 418.1% | CHF222.69 Billion | CHF6.49 Billion | CHF216.20 Billion | CHF53.26 Billion | ▲ +48.3 pp |
| 2016 | 369.8% | CHF195.02 Billion | CHF8.19 Billion | CHF186.83 Billion | CHF52.73 Billion | ▲ +248.8 pp |
| 2015 | 121.1% | CHF70.43 Billion | CHF6.46 Billion | CHF63.98 Billion | CHF58.19 Billion | — |