UBS logo
UBS

June 26, 2026

Security And Safety

Macro ThematicEquitiesInformation TechnologyIndustrials

The 'Security and Safety' theme is driven by structural growth in cybersecurity, testing/inspection (TIC), and smart infrastructure. Increasing cyber threats, particularly from generative AI, are shifting security from an IT cost center to a critical boardroom priority.

Key Takeaways

  • 1.The addressable security and safety market is projected to reach USD 974bn in 2026, rising to USD 1,189bn by 2029.
  • 2.Generative AI is creating new cybersecurity risks while simultaneously offering productivity tools for security professionals.
  • 3.Cybersecurity spending remains resilient and defensive, even when broader IT spending experiences slowdowns.

Table of Contents

  • Introduction
  • Cybersecurity
  • Quantum computing and cybersecurity
  • Testing, inspection & certification (TIC)
  • Life science tools (LST)
  • Commercial and residential construction
  • Security and safety and the SDGs
  • Conclusion
  • Risks
  • Reference list methodology
  • Appendix

Document Preview

Page 1 of 5
Page 1 of Security And Safety
Subscribe for full access

Access the Full Report

Get unlimited access to institutional research reports with a 14-day free trial.

Authors

Alexander StiehlerAchille Monnet

Securities

Palo Alto Networks, Inc.TMOASSA ABLOY AB Class B

Themes

CybersecurityGenerative AIQuantum ComputingUrbanization

Regions

GlobalUnited StatesSwitzerlandChina