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We work for your investment

Union Investment Group

Union Investment was established in 1956. We are an active German asset manager based in Frankfurt am Main, offering a comprehensive range of investment solutions across asset classes and regions.

Our aim is to achieve the optimum balance between security and return, thereby generating additional income for our clients over the long term. Our team of over 180 investment professionals focuses on developing customised investment solutions to meet our clients' needs. We offer investment vehicles for private and institutional investors, as well as customised solutions through individual mandates.

Our institutional clients include banks, pension funds, insurance companies, religious institutions, industrial companies and non-profit organisations such as foundations and associations. We pursue the investment objectives of our institutional investors consistently and successfully with clearly defined, consistent investment strategies.

One company, one goal


Our mission is to grow investors' assets

Hans Joachim Reinke

Chairman of the Board

Shareholder structure


Union Investment is the dedicated asset manager within the German cooperative financial network. All shareholders are also part of the network, which ensures a stable and long-term ownership structure. This allows us to maintain a sustainable business model and develop strong, long-term client relationships.

Cooperative financial network

Union Investment is the asset manager within the German cooperative financial Network.

financial network

Investment philosophy

Our investment philosophy is based on our belief that markets are inefficient. Long-term outperformance is, therefore, best achieved through a combination of fundamental research, actively managed security selection and robust risk management. This conviction lies at the heart of all our investment solutions. We offer a transparent investment process, which allows clients to keep track of our investment decisions.

We take an integrated approach to portfolio management, with every portfolio manager also acting as a senior research specialist. This structure enhances the team’s commitment to the process and helps to ensure accountability for investment performance.

As active asset managers, we work for your investment

Current assets under management, as of 31 March 2023

Assets under Management (total):

424.1 bn. euros

thereof institutional assets:

226 bn. euros


The assets we manage are widely diversified 

Breakdown of total assets under management by asset class​ in billion euros, as of 31 March 2023
Fixed Income* 158.1                          
Equity 106.5

Real Estate, infrastructure

and alternative investments**

Other*** 80.6
Liquidity**** 13.6
Totalling 424.1
  1. * Including money market instruments
    ** Including commodities
    *** Including asset management mandates, investment funds from external providers, and non-allocated advisory mandates
    **** Overnight and time deposits

Union Investment for institutional clients

The institutional clients division focuses on asset management combined with effective risk management and solutions for socially responsible investing.

Union Investment for retail clients

The retail clients division is all about offering solutions for every stage of life – from paying into a pension scheme and accumulating savings to investing money and structuring assets.

Union Investment for real estate

Our real-estate division is one of the leading players in Europe. Its focus in Germany, Europe and worldwide is on open-ended real estate funds for retail and institutional clients.

More than 60 years' experience: Union Investment Group

The markets are moving at an ever faster pace, and investors' needs and wishes are changing accordingly. For us, clientes' wishes always come first, and we seek out innovative solutions to bring them to fruition.

More information about our competencies

Protecting investors is our priority

We manage the assets of investors in trust. That is why we offer investors a high level of protection by safeguarding their assets, setting high standards for ourselves as well as in collaboration with third parties. For example, we adhere to the code of conduct of the Federal Association of German Fund Management Companies (BVI) and engage in critical dialogue with companies in which we invest – for the purpose of good and responsible corporate governance.

We see ourselves as an active investor that champions good and responsible corporate governance for the benefit of our customers. After all, well-managed companies offer investors greater opportunities for rewards with lower risks, thus underpinning their trust in investing in securities.

Hans Joachim Reinke

Chairman of the Board

What we do to protect investors

    • As trustees of the money that our clients invest, we ensure that our actions are responsible and that our investment strategies are transparent and verifiable. We therefore ensure that we communicate clearly with both our customers and investors.
    • We adhere to the code of conduct of the BVI, which is the standard for the good and responsible handling of investors' money and rights in the investment industry.
    • We provide our customers with full details of fees and price changes
    • We ensure and demand that the companies in which we invest follow the rules of responsible corporate governance
    • We champion the interests of investors at annual general meetings and in more than 4,000 meetings with company representatives each year

Sustainability born of tradition

Our activities have been based on sustainable and socially responsible business since our establishment in 1956. The responsibility that we assume is twofold: offering sustainable products and services and doing business sustainably. Within the company, we seek to ensure sustainability in relation to the environment, employees, corporate citizenship and procurement.

We believe sustainability has three dimensions: ethical, social and environmental.

The importance of sustainability to us can be seen from the fact that we offer sustainable solutions to our customers in all areas. We invest in eco-friendly real estate, give institutional clients the option to define screening criteria for their portfolio investments and offer funds focused on socially responsible investments to retail clients.

Our awards

Our awards

Leading consultants regularly acknowledge the outstanding quality of Union Investment's portfolio management and client service.

Your contact person

Your contact person

If you have any questions or would like to obtain further information, please find your dedicated contact below.