Ubs Asset Management (Americas) LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $588.2B in regulatory assets under management, 574 employees, 15 offices, and 433,784 accounts.
Assets Under Management
$588.2B
Employees
574
Offices
15 offices
Total Clients
433,784
Primary office
NEW YORK, NY
1285 AVENUE OF THE AMERICAS, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.2% of total clients.
Top client categories% of clientsClients
1
Individuals
75.2%
326,365
2
HNWI
20.5%
88,963
3
Corporations
3.2%
13,703
4
Charitable
0.6%
2,743
5
Banks
0.3%
1,168
Additional categories (<0.1%)
Insurance Cos.191 clients
Government141 clients
Investment Cos.62 clients
Irrevocable Trusts/Estates49 clients
Sovereign Wealth18 clients
Pension Plans14 clients
Other Advisers7 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$588.2Bas of March 31, 2026
Discretionary95.9%
$563.9B
96% of total RAUM95.9%
Non-discretionary4.1%
$24.3B
4% of total RAUM4.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$588.2B
Total Accounts433,784
10Y AUM Change+$446.1B (+313.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees574
Clients per Employee756:1
10Y Employee Change+167 (+41.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.