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. Check asset resilience ratio of UBS Group AG to evaluate the company's liquid asset resilience ratio.
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. See UBSG free cash flow debt coverage to measure the company's free cash flow as a share of total liabilities.
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. For the full company profile including market capitalisation, see UBSG market cap overview.
| 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 | — |