UBS owns your worth: women act on what they believe to pursue a greater purpose in life


NEW YORK–(BUSINESS WIRE)–The impact of COVID-19, social activism, and economic and geopolitical uncertainty over the past two years have prompted women to use their investments, purchasing power, and career choices to spark a biggest change, according to latest UBS report Own your value report.

Of the 1,400 women surveyed, nine out of 10 believe that money is a tool that can be used to achieve their goal. Most women (94%) have donated financial resources or time in the past 12 months, nearly three-quarters (73%) have made purchases that match their values, and more than two-thirds (69% ) have chosen a career that matches their values. their values.

“Women’s commitment to leading meaningful lives, coupled with their growing financial clout, are the two drivers that can propel them to have an even greater impact,” said Paula Polito, Vice President, Global Wealth Management. at UBS. “More than 82% of women say the events of the past two years have caused them to reassess what’s important, and this catalyst will drive more meaningful change for the causes they support and for society at large.”

More and more women are taking the lead in financial decisions

While the proportion of women who defer to their spouse’s investment decisions remains stubbornly high (51%), the number of women in charge of financial decisions has increased (26%, up from 21% in 2018). Women taking the lead have found a variety of ways to positively impact the world beyond charitable giving.

Among women leaders, nearly two-thirds (66%) hold ESG investments and 54% invest in issue-specific venture capital firms they support, compared to only 40% and 31% of women who do not. not direct financial decisions, respectively.

“As women seek to lead more purposeful lives, we see them looking beyond investing to drive change,” said Carey Shuffman, head of women’s segment at UBS Global Wealth Management. “We found that 51% of married women leave financial decisions to their spouse, but almost all women are engaged in charitable giving. If more women could make their voices heard in conversations about financial planning, their values-based approach could have an even greater positive impact on themselves, their loved ones, and the world.

The report also shows that most women recognize the power of financial engagement: 92% believe that involvement in long-term financial planning can enable them to have a greater impact in the world, and eight women 10 believe they can lead more meaningful lives without sacrificing their own financial well-being.

Millennial women are more engaged than before in using finance to achieve their goal

The pandemic has prompted a higher proportion of millennial women to use their money to achieve their goals and create positive change (83%), compared to Gen Xers (62%) and Baby Boomers (38% ). More than half of millennial women surveyed (52%) ensured their investments aligned with their values, compared to 24% of Boomer women. Over the past two years, millennial women are also twice as likely to intentionally buy from companies that have a positive environmental or social impact, and four in ten (41%) have changed careers to find more meaningful work, compared to only one in ten (11%) baby boomer women.

About the survey

For this publication, UBS surveyed 1,400 female investors across the United States from January 24 to February 7, 2022. Those aged 25 to 30 had at least $250,000 in assets to invest, those aged 31 to 39 had at least $500,000 in investable assets and those age 40 and older had at least $1 million in investable assets. All data included in this report is based on UBS proprietary research, unless otherwise stated.

To learn more about previous reports in the series, visit:

Notes to Editors

About UBS Global Wealth Management

As the world’s largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to high net worth families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and financial advisory to institutions and businesses.

About UBS

UBS provides advice and financial solutions to high net worth, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS’s strategy is centered on our core global wealth management business and our first universal bank in Switzerland, reinforced by asset management and investment banking. The bank focuses on businesses that have a strong competitive position in their target markets, are capital efficient, and have attractive long-term structural growth or profitability prospects.

UBS is present in all the major financial centers of the world. It has offices in more than 50 regions and sites, with approximately 30% of its employees working in the Americas, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people worldwide. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

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