UBS AG Mergers and Acquisitions


UBS AG

Bahnhofstrasse 45
8001 Zurich
Switzerland
Tel:41/44-234-1111
URL: http://www.ubs.com
Primary Symbol & Exchange:
UBSN - Ordinary Shares - SWX Swiss Exchange
Other Symbols & Exchanges:
UBS - Dual Listed - New York Stock Exchange
UBRA - Dual listed - Frankfurt
Industry:
Securities
UBS AG Company Snapshot

UBS AG Deal Timeline


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Acquisitions > 100 M$ 10 to 100 M$ < 10M$ Stakes Divestitures

UBS AG M&A History


UBS AG seeking buyer for UBS Triton-Portfolio UBS AG seeking buyer for UBS Triton-PortfolioOct 22, 2009

UK - UBS Triton Property Fund, a London-based real investment trust, and a unit of UBS AG's UBS Global Asset Management Ltd, announced that it was seeking a buyer of its property portfolio. The portfolio is consisted of ## assets.

Stifel Nicolaus & Co Inc acquires UBS Finl Svcs Inc-UBS Wealth from UBS AG Stifel Nicolaus & Co Inc acquires  UBS Finl Svcs Inc-UBS Wealth from UBS AGOct 21, 2009

US - Stifel Nicolaus & Co Inc, a unit of Stifel Financial Corp, definitively agreed to acquire ## UBS Wealth Management Americas branches of UBS Financial Services Inc, a securities brokerage firm and a unit of UBS AG, for an estimated USD

Cognizant Tech Solutions Corp acquires UBS India Service Centre from UBS AG (pending) Cognizant Tech Solutions Corp acquires  UBS India Service Centre  from UBS AG (pending)Oct 15, 2009

INDIA - Cognizant Technology Solutions Corp of the US definitively agreed to acquire UBS India Service Centre (India) Pvt Ltd (UBS India), a Hyderabad-based provider of outsourcing services, from UBS AG (UBS), for an estimated INR #.### bil (USD

UBS AG seeking buyer for UBS AG-Wealth Management Unit UBS AG seeking buyer for UBS AG-Wealth Management UnitOct 01, 2009

US - In October ####, UBS AG of Switzerland, a provider of investment banking services, announced that it was seeking a buyer for its US Wealth Management unit.

BTG Investments LP acquires UBS Pactual from UBS AG BTG Investments LP acquires  UBS Pactual  from UBS AGSep 18, 2009

BRAZIL - BTG Investments LP acquired UBS Pactual (Pactual) , a Rio de Janeiro-based investment bank, from UBS AG (UBS) for an estimated BRL #. ### bil (USD #.# bil) in cash and the assumption of liabilities. Originally, in April

UBS AG seeking buyer for UBS-Back-office Ops UBS AG seeking buyer for UBS-Back-office OpsJul 10, 2009

INDIA ? UBS AG is seeking a buyer for its back-office operations located in India and Poland. Infosys Technologies, Genpact and Wipro Technologies were named as potential bidders.

UBS AG seeking buyer for UBS AG-Units UBS AG seeking buyer for UBS AG-UnitsJun 19, 2009

POLAND - In June ####, UBS AG announced that it was seeking a buyer for its business process outsourcing and Knowledge process outsourcing, located in Krakow. Infosys and Wipro are named potential bidders.

UBS AG acquires a minority stake in Atlantia SpA from Edizione Holding SpA UBS AG acquires a minority stake in Atlantia SpA from Edizione Holding SpAMay 29, 2009

ITALY - UBS AG acquired a #. ##% stake in Atlantia SpA, a Rome-based owner and operator of toll motorways.

Laudus Growth Inv US Large Cap acquires UBS US Large Cap Growth Fund from UBS AG (pending) Laudus Growth Inv US Large Cap acquires UBS US Large Cap Growth Fund from UBS AG (pending)May 18, 2009

US - Laudus Growth Investors US Large Cap Growth Fund planned to merge with UBS US Large Cap Growth Fund, a Chicago-based closed-end investnment fund, and a unit of UBS AG's UBS Global Asset Management (Americas) Inc subsidiary.

Fraport AG acquires UBS Re-Terminal 2 Parking Ctr from UBS AG Fraport AG acquires UBS Re-Terminal 2 Parking Ctr from UBS AGMay 07, 2009

GERMANY ? Germand state-owned Fraport AG acquired the Frankfurt Airport Terminal # parking center of UBS Real Estate Kapitalanlagegesellschaft mbH, a Munich-based real estate agency. Terms were not disclosed.

UBS AG acquires a minority stake in Loomis AB UBS AG acquires a minority stake in Loomis ABMay 04, 2009

SWEDEN ? UBS AG of Switzerland acquired a #.##% stake, or #.### mil ordinary shares, in Loomis AB, a Solna- based provider of financial security services, in a privately negotiated transaction.

Investor Group is rumored to be planning to acquire Alternative and Quantitative from UBS AG Investor Group is rumored to be planning to acquire  Alternative and Quantitative from UBS AGApr 21, 2009

SWITZERLAND ? A management- led investor group was rumored to be planning to acquire Alternative and Quantitative Investments, a hedge fund, from UBS AG?s UBS Global Asset Management Ltd unit.

Banque Nationale Suisse acquires UBS AG-Illiquid Securities & from UBS AG Banque Nationale Suisse acquires UBS AG-Illiquid Securities & from UBS AGApr 03, 2009

SWITZERLAND - The Swiss state-owned Banque Nationale Suisse (BN), through an undisclosed fund, acquired ##. ### bil Swiss francs ($## bil US) illiquid securities and assets of UBS AG {UBS}, a Zurich-based provider of investment banking services, for a

Goam Development Co Ltd acquires a minority stake in MK Electron Co Ltd from UBS AG Goam Development Co Ltd acquires a minority stake in MK Electron Co Ltd from UBS AGMar 11, 2009

SOUTH KOREA ? Goam Development Co Ltd acquired a ##.##% stake, or #.# mil ordinary shares, in MK Electron Co Ltd, a bonding wires manufacturer, for #,### Korean won ($#.### US) per share, or a total value

Shinsung E&C Co Ltd acquires a minority stake in MK Electron Co Ltd from UBS AG Shinsung E&C Co Ltd acquires a minority stake in MK Electron Co Ltd from UBS AGMar 11, 2009

SOUTH KOREA - Shinsung Engineering & Construction Co Ltd acquired a ##.##% stake, or #.### mil ordinary shares, in MK Electron Co Ltd, a bonding wires manufacturer, for #.### bil Korean won ($#. ### mil US) in cash, in

Bank of Nova Scotia,Toronto acquires UBS Energy LLC-Certain Assets from UBS AG Bank of Nova Scotia,Toronto acquires UBS Energy LLC-Certain Assets from UBS AGMar 04, 2009

US - Bank of Nova Scotia acquired certain assets of UBS Energy LLC, an electric and gas utility company and a unit of UBS AG's UBS Investment Bank subsidiary. The transaction was to include trading and analytical technology, and approximately

UBS AG-Wealth Management Unit is rumored to be planning to acquire Wachovia Sec-Wealth Mgmt Unit from Wells Fargo,San Francisco,CA UBS AG-Wealth Management Unit is rumored to be planning to acquire  Wachovia Sec-Wealth Mgmt Unit from Wells Fargo,San Francisco,CAFeb 03, 2009

US - UBS AG was rumored to be planning to merge its wealth management unit with the wealth management unit of Wachovia Securities LLC, a provider of securities brokerage and financial advisory services and a unit of Wells Fargo & Co, in

Morgan Stanley is rumored to be planning to acquire UBS Financial Services Inc from UBS AG Morgan Stanley is rumored to be planning to acquire  UBS Financial Services Inc from UBS AGFeb 02, 2009

US - Morgan Stanley was rumored to be planning to acquire UBS Financial Services Inc, a securities brokerage firm and a unit of UBS AG.

JPMorgan Chase & Co acquires UBS Commodities Canada Ltd from UBS AG JPMorgan Chase & Co acquires UBS Commodities Canada Ltd from UBS AGFeb 02, 2009

CANADA - JPMorgan Chase & Co acquired UBS Commodities Canada Ltd, a gas utility company, from UBS AG. Terms were not disclosed.

Barclays PLC acquires UBS AG-US Power & Gas from UBS AG (pending) Barclays PLC acquires UBS AG-US Power & Gas from UBS AG (pending)Jan 16, 2009

US - Barclays PLC agreed to acquire the US power and gas businesses of UBS AG, an investment bank. Terms were not disclosed.

UBS AG M&A Summary


UBS AG has made 137 acquisitions while taking stakes in 160 companies. UBS AG has 155 divestitures during this period.
YearAcquisitionsStakesDivestitures
2009028
20083134
20073113
2006928
2005859
2004626
2003727
2002626
2001887
20001067
1999101019
19987811
1997869
1996287
199512138
19949157
1993162
1992567
19913117
19901124
1989953
1988514
1987141
1986321
1985100
Total137160155

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