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1Fix the driver behind crashes, sound loss and screen glitches2Repair Windows errors before they cause bigger problems3Scan for outdated or missing drivers - takes under a minuteUBS reports that 65% of surveyed family offices currently have an allocation to artificial intelligence, even as the report describes concern about AI valuations and possible overheating. That contrast is consistent with fear of missing out (FOMO), but the survey does not prove FOMO caused the investments. The 65% figure is the share of offices reporting some AI allocation—not the share of their portfolios invested in AI.
What UBS reports about family offices and AI
In its Global Family Office Report 2026, UBS says 65% of surveyed family offices currently allocate to AI, and 7% plan to add AI exposure over the following 12 months. The report calls AI the leading thematic investment priority. It also says about half of the offices with AI allocations invest in data-center infrastructure, AI software and platforms, and semiconductor producers. That does not mean every office invests in all three categories.
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The report describes broad participation alongside concern about valuations and the possibility that enthusiasm has overheated. It characterizes exposure as being refined rather than simply scaled back. The survey also says 60% of respondents plan to make changes to strategic asset allocation over the next 12 months; that broader figure is not specific to AI.
Why the report raises the possibility of FOMO
UBS presents fear of missing out as one interpretation of widespread AI participation despite valuation concerns. The survey figures show reported allocations and intentions, not the reasons behind individual decisions, so they cannot establish FOMO as the cause.
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The report illustrates the interpretation with an anonymous Asian client’s comment: “FOMO means family offices are investing in the rival AI ecosystems developing in the US and China.” It also quotes an unnamed CEO of a Hong Kong-based family office company saying that offices are “frightened of missing out” and investing in both ecosystems. The CEO describes diversification across strategies and asset classes as a way to capture opportunities along the AI value chain. These are individual comments, not representative survey findings.
Where the reported AI exposure sits
The report identifies three parts of the technology value chain among the areas in which about half of AI-allocating offices invest:
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- Data-center infrastructure: facilities and infrastructure that support computing and data workloads.
- AI software and platforms: software and platform businesses associated with AI.
- Semiconductor producers: companies making chips used in computing and AI systems.
These are investment categories, not a list of products recommended by UBS. The reported figures do not provide performance, fees, or a comparison of specific investments.
Who took part—and what the figures can show
The seventh edition of UBS’s report reflects online responses from 307 UBS client family offices in more than 30 markets, collected from January 22 through March 30, 2026. UBS reports that participating families had average net worth of USD 2.7 billion; their offices managed average assets of USD 1.3 billion. The families’ combined wealth was USD 627.4 billion.
Those characteristics matter when interpreting the results: the respondents were UBS clients, not a demonstrated representative sample of every family office worldwide. The percentages describe reported participation or plans within this surveyed group. They should not be read as global market estimates or as evidence that a particular psychological motive drove investment decisions. The report’s text is available in a Scribd-hosted reproduction; a directly hosted UBS copy was not verified. Read the report text hosted on Scribd.
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