Family offices bet on the U.S. and stocks for 2025, UBS finds
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Despite growing fears of a “sell America” trade, American family offices are ramping up their bets on the U.S. economy and stocks, according to a new survey. Limited time: Save 25% on NBC News subscription Get exclusive reporting, live Q&As and ad-free reading. U.S. family offices, the private investment arms of wealthy families, had 86% of their portfolios in North America in the first quarter, up from 74% in 2020, according to the UBS Global Family Office Report.
AI Summary
Main Idea: UBS found that U.S. family offices are putting more money into the U.S. market and stocks in 2025, even as some investors worry about a “sell America” shift.
Key Points:
- U.S. family offices kept 86% of their portfolios in North America in early 2025, up from 74% in 2020.
- The survey found that American family offices are especially bullish on public stocks and plan to raise their stock exposure this year.
- Many family offices are pulling back from private equity for now, while increasing interest in real estate and some public market themes like AI and energy.
- UBS said most family offices still expect to keep or raise their North America exposure over the next five years.
Impact on the People
Negative Impact
Heavy bets on US stocks and real estate can amplify swings if tariffs, debt, or market drops hit, which can hurt retirement savings and local businesses.
Positive Impact
More private money in US stocks and projects can support companies, jobs, and investment in AI, energy, and health care.
How did each entity affect people?
Rate how each entity in this article affected the American people.
- Primary:United Statescountry
Candidate Entities4 candidates · 5 weighted vote min · 70% decision
- United StatescountryPrimaryEvaluated
Primary national focus of the article, with family offices increasing exposure to U.S. stocks and assets.
Include 0 (0%)Ignore 0 (0%)5 to threshold - John MathewspersonMajorAI selected
UBS private wealth leader quoted throughout the piece explaining family office allocation trends.
Include 0 (0%)Ignore 0 (0%)5 to threshold - President Donald TrumppersonContextCandidate
Mentioned as the president whose tariff announcement affected markets in the article’s context.
Include 0 (0%)Ignore 0 (0%)5 to threshold - EuropecountryMentionCandidate
Mentioned as a comparative region in the allocation breakdown.
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