Union Investment

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Union Asset Management Holding AG
Union Investment
Company type
Subsidiary
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Headquarters
Frankfurt
,
Germany
Key people
André Haagmann (CEO)

Sonja Albers, Frank Engels, Giovanni Gay

Cornelius Riese (Chairman of the Supervisory Board)
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ParentDZ Bank
Websitewww.union-investment.de

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File:View of the Union Investment-Skyscraper at a sunny winter day 2013.jpg
Union Investment former headquarters

Union Asset Management Holding AG (Script error: No such module "IPA".) is the investment arm of the DZ Bank Group and part of the cooperative financial services network. It was founded in 1956 and is headquartered in Frankfurt.

The mutual open-end funds are distributed both through the over 640 Volks- und Raiffeisenbanken [2]and via the sales force of Bausparkasse Schwäbisch Hall AG.[3] and in part through the external services of Bausparkasse Schwäbisch Hall AG, DZ Bank Group's building society.

The primary shareholders in Union Investment are DZ Bank with 72.37%[2] Other shareholders include BBBank and the credit unions through their membership associations.

As of 31 December 2025, Union Investment has self-declared assets under management of approximately 534.6 billion euro.[4]

Subsidiaries

Subsidiaries[5] under the umbrella of Union Asset Management Holding AG include:

  • Attrax S.A. in Luxembourg for funds brokerage, distribution, share administration and custody services
  • Union Investment Institutional Property for institutional property investments
  • Union Investment Management GmbH, Frankfurt am Main
  • Union Investment Luxembourg S.A. in Luxembourg
  • Union Investment Real Estate GmbH (formerly DIFA Deutsche Immobilien Fonds AG) is the second largest German property investment association in Hamburg
  • Quoniam Asset Management GmbH follows a quantitative approach to investment and manages funds for institutional clients
  • ZBI Fondsmanagement AG, Erlangen
  • Union Investment Services & IT GmbH, Frankfurt am Main
  • ZBI Immobilienmanagement GmbH, Erlangen
  • ZBVV – Zentral Boden Vermietung und Verwaltung GmbH, Erlangen
  • ZBI GmbH, Erlangen
  • Union Investment Service Bank AG, Frankfurt am Main

History

The Union-Investment-Gesellschaft mbH was the third German investment association to be founded, on 26 January 1956, by 14 credit unions. The UniFonds stock fund was created the same year as its first open-end fund. The first offering of investment vehicles outside Germany was in 1961, in Belgium.

Co op Immobilienfonds Verwaltung AG was founded in Hamburg in 1965 and in 1980 renamed Deutsche Immobilien Fonds AG or DIFA. The initial stockholders were the Central Institute of Consumer Cooperatives and the Bank für Gemeinwirtschaft. In 1966 DIFA launched an open-end property fund, Co op Immobilienfonds, later renamed DIFA-Fonds Nr. 1 (DIFA Fund No. 1). Starting on 15 January 2007, DIFA did business under the name Union Investment Real Estate AG; in 2009 it was converted to a GmbH.[6]

Since 1967, Union Investment has offered management of investment accounts. In 1968, it offered its first retirement fund, UniRenta. In 1969, it reached a fund capitalization of 1 billion DM.[7]

Union Investment Luxembourg S.A. was founded in 1988. The total capitalization of the group was now 10 billion DM.

In April 1994, Union Investment began offering stock-based wealth management with three strategic variants: chance, growth and security. In 1996 it introduced stock-based life insurance under the name Opti Plan.

The holding company Union-Fonds-Holding AG was founded in 1999 and changed its name in July 2002 to Union Asset Management Holding AG.

References

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  1. ^ [1], Kennzahlen im Überblick, Union Investment, retrieved May 15, 2026 Template:In lang
  2. ^ Page Module:Citation/CS1/styles.css has no content.BVR, Bundesverband der Deutschen Volksbanken und Raiffeisenbanken. "Presse - Zahlen, Daten, Fakten - BVR - Bundesverband der Deutschen Volksbanken und Raiffeisenbanken". www.bvr.de (in Deutsch). Retrieved 2026-05-15.
  3. ^ "Genossenschaftsbanken" Script error: No such module "webarchive"., Bundesverband der deutschen Volksbanken und Raiffeisenbanken, retrieved 27 July 2013 Template:In lang
  4. ^ Page Module:Citation/CS1/styles.css has no content."Assets under Management (total)". union-investment.de. 4 August 2025.
  5. ^ "Tochtergesellschaften und Beteiligungen" Script error: No such module "webarchive"., Wer wir sind, Union Investment, retrieved 27 July 2013 Template:In lang
  6. ^ Chronik Script error: No such module "webarchive"., Union Investment Segment Immobilien, retrieved 27 July 2013 Template:In lang
  7. ^ Page Module:Citation/CS1/styles.css has no content."Union Investment - Corporate history". union-investment.biz. Retrieved 2017-06-19.

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