# UBS

> UBS is a VC fund in Zürich backing Financial Services and Software. See 167 investments, check sizes, portfolio and contact details. Updated Aug 2026.

- Type: VC Fund
- Location: Zürich, Switzerland
- Total investments: 167
- Last investment: Jul 2026
- Lead investor: 32%
- Fund size: $325M
- Last fund: Jul 2017
- Last updated: Aug 2026
- LinkedIn: http://www.linkedin.com/company/ubs
- X (Twitter): http://twitter.com/UBS
- Website: http://www.ubs.com
- Facebook: http://www.facebook.com/UBSglobal

UBS is a VC fund in Zürich focused on Financial Services and Software. UBS provides various financial services, including investment banking, wealth management, and securities trading. The company offers expert advice, innovative solutions, and execution services for corporate, institutional, and wealth management clients. UBS also facilitates access to international capital markets and operates as a member ofrelevant stock exchanges.

## Contacts

5 contacts available for UBS. Shizune tracks 27 team members at UBS. Sign up free to unlock them: https://app.shizune.co/sign-up/investor-profiles/find-team-emails/ubs?utm_source=investor_profile

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| Financial Services | 37 | 22% |
| Software | 26 | 16% |
| FinTech | 24 | 14% |
| Finance | 21 | 13% |
| Information Technology | 17 | 10% |

199 industries tracked in total.

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Debt Financing | 26 | 16% |
| Funding Round | 19 | 11% |
| Series B | 16 | 10% |
| Series C | 14 | 8% |
| Post-IPO Debt | 14 | 8% |

19 stages tracked in total.

### Country

| Country | Investments | Share |
| --- | --- | --- |
| United States | 59 | 35% |
| Switzerland | 21 | 13% |
| United Kingdom | 13 | 8% |
| China | 10 | 6% |
| India | 5 | 3% |

22 countries tracked in total.

## Team

| Name | Title | Investments | Profile |
| --- | --- | --- | --- |
| Baljit Basi | Investment Bank Principal Investments | 1 | https://shizune.co/investors/profile/baljit-basi |
| Juan-Luis Perez | Global Head of Research | 1 | https://shizune.co/investors/profile/juan-luis-perez |
| William Mathews | Global Head of Sales Trading | 1 | https://shizune.co/investors/profile/william-mathews-7d38 |
| Cassidy Blonsky | Owner | 0 | https://shizune.co/investors/profile/cassidy-blonsky-986c |
| Christian Martinez | Product Analyst, Global Wealth Management | 2 | https://shizune.co/investors/profile/christian-martinez-8817 |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| Miniso | MINISO is a lifestyle product retailer, offering high-quality household goods, cosmetics, food, and toys at affordable prices. |  | Post-IPO Secondary | Jul 29, 2026 |  |
| Hangzhou Changchuan Technology | Hangzhou Chang Chuan Technology is a semiconductor test equipment company. | $462M | Post-IPO Equity | Jul 15, 2026 |  |
| Mercuria | Mercuria is a privately held Swiss international commodity trading company active over a wide spectrum of global energy. | $3.8B | Debt Financing | Jun 30, 2026 |  |
| Payoneer | Payoneer is a financial technology company that enables small and medium-sized enterprises to transact and thrive. |  | Post-IPO Debt | Jun 15, 2026 |  |
| FreshDirect | Fresh Direct is a fresh food and grocery delivery service, offering their services primarily to customers in the New York metropolitan area. | $100M | Debt Financing | Jun 08, 2026 |  |
| Triple Flag Precious Metals | Triple Flag is a pure play, gold-focused, emerging senior streaming and royalty company with a distinct culture and approach to investing. Triple Flag pride ourselves on adaptability and flexibility in structuring financing solutions that are customized to meet the needs of our mining partners. Triple Flag is to be a valued finance partner,facilitating development and expansion of mining projects that deliver value for our counterparties.As a result, a high proportion of our deal opportunities have been sourced from referrals from our existing counterparties as well as our network of contacts, leading to bilateral discussions with potential partners rather than auction processes. | $300M | Post-IPO Debt | May 25, 2026 |  |
| Artificialy | State-of-the-art customized and maintainable AI solutions that increase real businesses performance |  | Corporate Round | Mar 31, 2026 |  |
| OSTTRA | OSTTRA is a financial technology company specializing in post-trade solutions for global over-the-counter (OTC) and exchange-traded derivatives markets. The company offers a comprehensive suite of services, including trade processing, portfolio optimization, risk mitigation, and regulatory compliance, across various asset classes such as interestrates, foreign exchange, credit, and equities. | $100M | Secondary Market | Feb 26, 2026 |  |
| Aidacare | Aidacare offers products such as cushions, hospital equipment, daily living aids, medical carts, mobility scooters, wheelchairs, and chairs. | $381.6M | Debt Financing | Feb 18, 2026 |  |
| Golden Goose | Golden Goose is a growing and most distinctive luxury fashion brands, widely recognised for its iconic sneakers. | $1B | Debt Financing | Jan 12, 2026 |  |

10 of 167 investments shown.

## Co-investors
- [Wells Fargo](https://shizune.co/investors/profile/wells-fargo-bank) — VC Fund, 25 deals together
- [Goldman Sachs](https://shizune.co/investors/profile/goldman-sachs) — VC Fund, 24 deals together
- [Citi](https://shizune.co/investors/profile/citigroup) — VC Fund, 23 deals together
- [JP Morgan](https://shizune.co/investors/profile/jp-morgan-chase) — VC Fund, 17 deals together
- [Morgan Stanley](https://shizune.co/investors/profile/morgan-stanley) — VC Fund, 15 deals together
- [Bank of America](https://shizune.co/investors/profile/bank-of-america) — VC Fund, 14 deals together

## Similar investors

### Similar stage
- [ENISA](https://shizune.co/investors/profile/enisa-2) — VC Fund
- [Development Bank of Wales](https://shizune.co/investors/profile/development-bank-of-wales) — VC Fund
- [The FSE Group](https://shizune.co/investors/profile/finance-south-east) — VC Fund

## FAQ

### What does UBS invest in?

UBS invests primarily in Financial Services, Software and FinTech startups, most often at Debt Financing and Funding Round stage. Most of the 167 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.

### How do I contact UBS?

Public channels for UBS include LinkedIn, X (Twitter) and the website linked on this profile. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.

### Who are the partners at UBS?

The team at UBS includes Baljit Basi (Investment Bank Principal Investments), Juan-Luis Perez (Global Head of Research) and William Mathews (Global Head of Sales Trading), among 27 team members tracked by Shizune. The Team section lists each member with their title, investment count and links.

### Is Shizune's investor data accurate?

Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.

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