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Union Asset Management Holding AG

General Information

Identification Code: 35378765850-63
Website: http://www.union-investment.de
Entity Form: Aktiengesellschaft
Registration Category: Companies & groups
Registration Date: 5/16/2011
Last Update: 8/22/2023
EP Accredited Number: 3

Mission & Interests

Goals: The Union Investment Group, based in Frankfurt/Main, Germany was founded in 1956, and is today one of Europe’s leading asset managers for private and institutional clients. Union Investment offers a wide range of investment solutions to professional investors and retail investors in various asset classes and investment styles. Regarding professional investors Union Investment’s sophisticated client base includes banks, pension funds, insurance companies, church organisations, industrial corporations and non-profit organisations such as charitable foundations and trade associations. The product range includes for example fixed income, equity, real estate, infrastructure and alternative investments. Regarding retail investors Union Investment has a very diversified customer base starting from small scale investors to affluent retail clients.
Interests Represented: Promotes their own interests or the collective interests of their members
Interests:
  • Banking and financial services
  • Business and industry
  • Climate action
  • Consumers
  • Economy, finance and the euro
  • Institutional affairs
  • Single market
  • Taxation
Levels of Interest:
  • european
  • national

Activities

Main EU Legislative Proposals: - Sustainable Finance - Capital Markets Union (CMU) - Retail Investment Strategy (RIS) - MiFID II/MiFIR - Packaged Retail and Insurance-based Investment Products (PRIIPs) - Open Finance (FIDA) - Capital Requirements Regulation (CRR III)
Inter-institutional or Unofficial Groupings: N/A

Head Office

Address: Weissfrauenstraße 7
Post Code: 60311
City: Frankfurt am Main
Country: GERMANY
Phone:
Indic Phone: 49
Phone Number: 6925670

EU Office

Address: Weissfrauenstraße 7
Post Code: 60311
City: Frankfurt am Main
Country: GERMANY
Phone:
Indic Phone: 49
Phone Number: 6925670

Financial Data

Closed Year:
Start Date:
End Date:
Funding Sources:
    Contributions:
      Total Budget: 0
      Grants:
        Current Year:
        Grants:

          Membership Information

          Members25 Percent: 3
          Members: 3
          Members F T E: 0.75

          Structure

          Structure Type: Structure
          Is Member Of: www.finanzagenda.de
          Organisation Members: Union Investment is i.a. member of the national associations BVI (Bundesverband Investment und Asset Management e.V), BVR (Bundesverband der Deutschen Volksbanken und Raiffeisenbanken e.V.) and ZIA (Zentraler Immobilien Ausschuss e.V.). On European level Union Investment is i.a. member of the pan European association EFAMA (European Fund and Asset Management Association).

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