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UBS GROUP AG 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings. Page generated October 18, 2026.

  • 100Reported items
  • 335Asset managers
  • 13,930Fund votes
  • April 24, 2024Meeting date

Results at a glance

No official results are on file for this meeting: no Form 8-K tally (Item 5.07) from UBS GROUP AG has been matched to it. The figures below are the funds’ own votes from Form N-PX. They are not the meeting result, so they are not used to judge dissent.

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided

Proxy season: 2023-2024 2024-2025 2025-2026

Explore UBS GROUP AG in the interactive database Compare manager voting policies

How asset managers voted at the UBS GROUP AG 2023-2024 meeting

Each item below shows how the 335 asset managers that disclosed a UBS GROUP AG vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of UBS GROUP AG’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. APPOINT FRED HU AS MEMBER OF THE COMPENSATION COMMITTEE

Combines 2 wordings of this item as funds reported it.

100% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 102 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 98 asset managers voting on “APPOINT FRED HU AS MEMBER OF THE COMPENSATION COMMITTEE” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard82,251,4540 00For
Dodge & Cox65,492,1420 00For
BlackRock62,660,0600 00For
Artisan59,236,1560 00For
Fidelity49,216,9760 00For
MFS42,933,7020 00For
Capital Group36,236,7070 00For
TIAA13,477,0300 00For
Dimensional13,182,9140 00For
Investment Managers Series Trust12,478,1190 00For
JPMorgan5,412,3480 00For
Six Circles Trust5,125,4880 00For
State Street4,389,8920 00For
Bridge Builder Trust4,054,4250 00For
WisdomTree3,590,6590 00For
Brighthouse2,833,6050 00For
Goldman Sachs2,487,4500 00For
Northwestern Mutual2,427,0600 00For
Columbia Threadneedle2,254,4400 00For
Jackson National2,113,1940 00For
Equitable1,565,6230 00For
John Hancock1,528,7880 00For
DWS1,289,6380 00For
AIG/SunAmerica1,259,7210 00For
Victory Capital1,186,4200 00For

Fund voting reports, all 98 managers: 497,516,892 for, 17,037 not voted. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 4 asset managers voting on “APPOINT FRED HU AS MEMBER OF THE COMPENSATION COMMITTEE” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Westwood Global Investments, LLC00 4,696,6690Abstain
RWC Asset Management LLP955,6800 00For
BASSWOOD CAPITAL MANAGEMENT, L.L.C.3,9360 00For
Warren Street Wealth Advisors, LLC6270 00For

Institutional-manager reports, all 4 managers: 960,243 for, 4,696,669 abstained.

2. ELECT GAIL KELLY AS DIRECTOR

100% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 101 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 98 asset managers voting on “ELECT GAIL KELLY AS DIRECTOR” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard82,251,4540 00For
Dodge & Cox65,492,1420 00For
BlackRock62,660,0600 00For
Artisan59,236,1560 00For
Fidelity49,216,9760 00For
MFS42,933,7020 00For
Capital Group36,236,7070 00For
TIAA13,477,0300 00For
Dimensional13,182,9140 00For
Investment Managers Series Trust12,478,1190 00For
JPMorgan5,412,3480 00For
Six Circles Trust5,125,4880 00For
State Street4,389,8920 00For
Bridge Builder Trust4,054,4250 00For
WisdomTree3,590,6590 00For
Brighthouse2,833,6050 00For
Goldman Sachs2,487,4500 00For
Northwestern Mutual2,427,0600 00For
Columbia Threadneedle2,254,4400 00For
Jackson National2,113,1940 00For
Equitable1,565,6230 00For
John Hancock1,528,7880 00For
DWS1,289,6380 00For
AIG/SunAmerica1,259,7210 00For
Victory Capital1,186,4200 00For

Fund voting reports, all 98 managers: 497,516,892 for, 17,037 not voted. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 3 asset managers voting on “ELECT GAIL KELLY AS DIRECTOR” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
RWC Asset Management LLP21,288,0610 00For
Westwood Global Investments, LLC00 4,696,6690Abstain
Warren Street Wealth Advisors, LLC6270 00For

Institutional-manager reports, all 3 managers: 21,288,688 for, 4,696,669 abstained.

3. REAPPOINT JEANETTE WONG AS MEMBER OF THE COMPENSATION COMMITTEE

100% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 101 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 98 asset managers voting on “REAPPOINT JEANETTE WONG AS MEMBER OF THE COMPENSATION COMMITTEE” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard82,251,4540 00For
Dodge & Cox65,492,1420 00For
BlackRock62,660,0600 00For
Artisan59,236,1560 00For
Fidelity49,216,9760 00For
MFS42,933,7020 00For
Capital Group36,236,7070 00For
TIAA13,477,0300 00For
Dimensional13,182,9140 00For
Investment Managers Series Trust12,478,1190 00For
JPMorgan5,412,3480 00For
Six Circles Trust5,125,4880 00For
State Street4,389,8920 00For
Bridge Builder Trust4,054,4250 00For
WisdomTree3,590,6590 00For
Brighthouse2,833,6050 00For
Goldman Sachs2,487,4500 00For
Northwestern Mutual2,427,0600 00For
Columbia Threadneedle2,254,4400 00For
Jackson National2,113,1940 00For
Equitable1,565,6230 00For
John Hancock1,528,7880 00For
DWS1,289,6380 00For
AIG/SunAmerica1,259,7210 00For
Victory Capital1,186,4200 00For

Fund voting reports, all 98 managers: 497,516,892 for, 17,037 not voted. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 3 asset managers voting on “REAPPOINT JEANETTE WONG AS MEMBER OF THE COMPENSATION COMMITTEE” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Westwood Global Investments, LLC00 4,696,6690Abstain
RWC Asset Management LLP955,6800 00For
Warren Street Wealth Advisors, LLC6270 00For

Institutional-manager reports, all 3 managers: 956,307 for, 4,696,669 abstained.

4. REAPPOINT JULIE RICHARDSON AS CHAIRPERSON OF THE COMPENSATION COMMITTEE

99.5% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 101 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 98 asset managers voting on “REAPPOINT JULIE RICHARDSON AS CHAIRPERSON OF THE COMPENSATION COMMITTEE” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard82,251,4540 00For
Dodge & Cox65,492,1420 00For
BlackRock62,660,0600 00For
Artisan59,236,1560 00For
Fidelity49,216,9760 00For
MFS42,933,7020 00For
Capital Group36,236,7070 00For
TIAA13,477,0300 00For
Dimensional13,182,9140 00For
Investment Managers Series Trust12,478,1190 00For
JPMorgan5,412,3480 00For
Six Circles Trust5,125,4880 00For
State Street4,389,8920 00For
Bridge Builder Trust4,054,4250 00For
WisdomTree3,590,6590 00For
Brighthouse2,833,6050 00For
Goldman Sachs2,487,4500 00For
Northwestern Mutual2,427,0600 00For
Columbia Threadneedle02,254,440 00Against
Jackson National2,113,1940 00For
Equitable1,565,6230 00For
John Hancock1,528,7880 00For
DWS1,289,6380 00For
AIG/SunAmerica1,259,7210 00For
Victory Capital1,186,4200 00For

Fund voting reports, all 98 managers: 495,229,790 for, 2,287,102 against, 17,037 not voted. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 3 asset managers voting on “REAPPOINT JULIE RICHARDSON AS CHAIRPERSON OF THE COMPENSATION COMMITTEE” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Westwood Global Investments, LLC00 4,696,6690Abstain
RWC Asset Management LLP955,6800 00For
Warren Street Wealth Advisors, LLC6270 00For

Institutional-manager reports, all 3 managers: 956,307 for, 4,696,669 abstained.

5. REELECT CLAUDIA BOECKSTIEGEL AS DIRECTOR

100% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 101 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 98 asset managers voting on “REELECT CLAUDIA BOECKSTIEGEL AS DIRECTOR” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard82,251,4540 00For
Dodge & Cox65,492,1420 00For
BlackRock62,660,0600 00For
Artisan59,236,1560 00For
Fidelity49,216,9760 00For
MFS42,933,7020 00For
Capital Group36,236,7070 00For
TIAA13,477,0300 00For
Dimensional13,182,9140 00For
Investment Managers Series Trust12,478,1190 00For
JPMorgan5,412,3480 00For
Six Circles Trust5,125,4880 00For
State Street4,389,8920 00For
Bridge Builder Trust4,054,4250 00For
WisdomTree3,590,6590 00For
Brighthouse2,833,6050 00For
Goldman Sachs2,487,4500 00For
Northwestern Mutual2,427,0600 00For
Columbia Threadneedle2,254,4400 00For
Jackson National2,113,1940 00For
Equitable1,565,6230 00For
John Hancock1,528,7880 00For
DWS1,289,6380 00For
AIG/SunAmerica1,259,7210 00For
Victory Capital1,186,4200 00For

Fund voting reports, all 98 managers: 497,516,892 for, 17,037 not voted. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 3 asset managers voting on “REELECT CLAUDIA BOECKSTIEGEL AS DIRECTOR” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
RWC Asset Management LLP21,288,0610 00For
Westwood Global Investments, LLC00 4,696,6690Abstain
Warren Street Wealth Advisors, LLC6270 00For

Institutional-manager reports, all 3 managers: 21,288,688 for, 4,696,669 abstained.

6. REELECT COLM KELLEHER AS DIRECTOR AND BOARD CHAIR

99.2% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 101 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 98 asset managers voting on “REELECT COLM KELLEHER AS DIRECTOR AND BOARD CHAIR” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard82,251,4540 00For
Dodge & Cox65,492,1420 00For
BlackRock62,660,0600 00For
Artisan59,236,1560 00For
Fidelity49,216,9760 00For
MFS42,933,7020 00For
Capital Group36,236,7070 00For
TIAA13,477,0300 00For
Dimensional13,182,9140 00For
Investment Managers Series Trust12,478,1190 00For
JPMorgan5,412,3480 00For
Six Circles Trust5,125,4880 00For
State Street4,389,8920 00For
Bridge Builder Trust3,730,567323,858 00Mixed
WisdomTree3,590,6590 00For
Brighthouse2,833,6050 00For
Goldman Sachs2,487,4500 00For
Northwestern Mutual2,427,0600 00For
Columbia Threadneedle2,254,4400 00For
Jackson National2,113,1940 00For
Equitable1,565,6230 00For
John Hancock1,528,7880 00For
DWS1,289,6380 00For
AIG/SunAmerica1,259,7210 00For
Victory Capital1,186,4200 00For

Fund voting reports, all 98 managers: 493,863,592 for, 3,653,300 against, 17,037 not voted. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 3 asset managers voting on “REELECT COLM KELLEHER AS DIRECTOR AND BOARD CHAIR” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Westwood Global Investments, LLC00 4,696,6690Abstain
RWC Asset Management LLP1,178,3990 00For
Warren Street Wealth Advisors, LLC6270 00For

Institutional-manager reports, all 3 managers: 1,179,026 for, 4,696,669 abstained.

7. REELECT FRED HU AS DIRECTOR

100% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 101 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 98 asset managers voting on “REELECT FRED HU AS DIRECTOR” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard82,251,4540 00For
Dodge & Cox65,492,1420 00For
BlackRock62,660,0600 00For
Artisan59,236,1560 00For
Fidelity49,216,9760 00For
MFS42,933,7020 00For
Capital Group36,236,7070 00For
TIAA13,477,0300 00For
Dimensional13,182,9140 00For
Investment Managers Series Trust12,478,1190 00For
JPMorgan5,412,3480 00For
Six Circles Trust5,125,4880 00For
State Street4,389,8920 00For
Bridge Builder Trust4,054,4250 00For
WisdomTree3,590,6590 00For
Brighthouse2,833,6050 00For
Goldman Sachs2,487,4500 00For
Northwestern Mutual2,427,0600 00For
Columbia Threadneedle2,254,4400 00For
Jackson National2,113,1940 00For
Equitable1,565,6230 00For
John Hancock1,528,7880 00For
DWS1,289,6380 00For
AIG/SunAmerica1,259,7210 00For
Victory Capital1,186,4200 00For

Fund voting reports, all 98 managers: 497,516,892 for, 17,037 not voted. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 3 asset managers voting on “REELECT FRED HU AS DIRECTOR” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
RWC Asset Management LLP21,288,0610 00For
Westwood Global Investments, LLC00 4,696,6690Abstain
Warren Street Wealth Advisors, LLC6270 00For

Institutional-manager reports, all 3 managers: 21,288,688 for, 4,696,669 abstained.

8. REELECT JEANETTE WONG AS DIRECTOR

100% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 101 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 98 asset managers voting on “REELECT JEANETTE WONG AS DIRECTOR” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard82,251,4540 00For
Dodge & Cox65,492,1420 00For
BlackRock62,660,0600 00For
Artisan59,236,1560 00For
Fidelity49,216,9760 00For
MFS42,933,7020 00For
Capital Group36,236,7070 00For
TIAA13,477,0300 00For
Dimensional13,182,9140 00For
Investment Managers Series Trust12,478,1190 00For
JPMorgan5,412,3480 00For
Six Circles Trust5,125,4880 00For
State Street4,389,8920 00For
Bridge Builder Trust4,054,4250 00For
WisdomTree3,590,6590 00For
Brighthouse2,833,6050 00For
Goldman Sachs2,487,4500 00For
Northwestern Mutual2,427,0600 00For
Columbia Threadneedle2,254,4400 00For
Jackson National2,113,1940 00For
Equitable1,565,6230 00For
John Hancock1,528,7880 00For
DWS1,289,6380 00For
AIG/SunAmerica1,259,7210 00For
Victory Capital1,186,4200 00For

Fund voting reports, all 98 managers: 497,516,892 for, 17,037 not voted. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 3 asset managers voting on “REELECT JEANETTE WONG AS DIRECTOR” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
RWC Asset Management LLP21,288,0610 00For
Westwood Global Investments, LLC00 4,696,6690Abstain
Warren Street Wealth Advisors, LLC6270 00For

Institutional-manager reports, all 3 managers: 21,288,688 for, 4,696,669 abstained.

9. REELECT JEREMY ANDERSON AS DIRECTOR

100% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 101 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 98 asset managers voting on “REELECT JEREMY ANDERSON AS DIRECTOR” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard82,251,4540 00For
Dodge & Cox65,492,1420 00For
BlackRock62,660,0600 00For
Artisan59,236,1560 00For
Fidelity49,216,9760 00For
MFS42,933,7020 00For
Capital Group36,236,7070 00For
TIAA13,477,0300 00For
Dimensional13,182,9140 00For
Investment Managers Series Trust12,478,1190 00For
JPMorgan5,412,3480 00For
Six Circles Trust5,125,4880 00For
State Street4,389,8920 00For
Bridge Builder Trust4,054,4250 00For
WisdomTree3,590,6590 00For
Brighthouse2,833,6050 00For
Goldman Sachs2,487,4500 00For
Northwestern Mutual2,427,0600 00For
Columbia Threadneedle2,254,4400 00For
Jackson National2,113,1940 00For
Equitable1,565,6230 00For
John Hancock1,528,7880 00For
DWS1,289,6380 00For
AIG/SunAmerica1,259,7210 00For
Victory Capital1,186,4200 00For

Fund voting reports, all 98 managers: 497,516,892 for, 17,037 not voted. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 3 asset managers voting on “REELECT JEREMY ANDERSON AS DIRECTOR” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
RWC Asset Management LLP21,288,0610 00For
Westwood Global Investments, LLC00 4,696,6690Abstain
Warren Street Wealth Advisors, LLC6270 00For

Institutional-manager reports, all 3 managers: 21,288,688 for, 4,696,669 abstained.

10. REELECT JULIE RICHARDSON AS DIRECTOR

100% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 101 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 98 asset managers voting on “REELECT JULIE RICHARDSON AS DIRECTOR” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard82,251,4540 00For
Dodge & Cox65,492,1420 00For
BlackRock62,660,0600 00For
Artisan59,236,1560 00For
Fidelity49,216,9760 00For
MFS42,933,7020 00For
Capital Group36,236,7070 00For
TIAA13,477,0300 00For
Dimensional13,182,9140 00For
Investment Managers Series Trust12,478,1190 00For
JPMorgan5,412,3480 00For
Six Circles Trust5,125,4880 00For
State Street4,389,8920 00For
Bridge Builder Trust4,054,4250 00For
WisdomTree3,590,6590 00For
Brighthouse2,833,6050 00For
Goldman Sachs2,487,4500 00For
Northwestern Mutual2,427,0600 00For
Columbia Threadneedle2,254,4400 00For
Jackson National2,113,1940 00For
Equitable1,565,6230 00For
John Hancock1,528,7880 00For
DWS1,289,6380 00For
AIG/SunAmerica1,259,7210 00For
Victory Capital1,186,4200 00For

Fund voting reports, all 98 managers: 497,516,892 for, 17,037 not voted. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 3 asset managers voting on “REELECT JULIE RICHARDSON AS DIRECTOR” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Westwood Global Investments, LLC00 4,696,6690Abstain
RWC Asset Management LLP1,178,3990 00For
Warren Street Wealth Advisors, LLC6270 00For

Institutional-manager reports, all 3 managers: 1,179,026 for, 4,696,669 abstained.

11. REELECT LUKAS GAEHWILER AS DIRECTOR

100% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 101 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 98 asset managers voting on “REELECT LUKAS GAEHWILER AS DIRECTOR” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard82,251,4540 00For
Dodge & Cox65,492,1420 00For
BlackRock62,660,0600 00For
Artisan59,236,1560 00For
Fidelity49,216,9760 00For
MFS42,933,7020 00For
Capital Group36,236,7070 00For
TIAA13,477,0300 00For
Dimensional13,182,9140 00For
Investment Managers Series Trust12,478,1190 00For
JPMorgan5,412,3480 00For
Six Circles Trust5,125,4880 00For
State Street4,389,8920 00For
Bridge Builder Trust4,054,4250 00For
WisdomTree3,590,6590 00For
Brighthouse2,833,6050 00For
Goldman Sachs2,487,4500 00For
Northwestern Mutual2,427,0600 00For
Columbia Threadneedle2,254,4400 00For
Jackson National2,113,1940 00For
Equitable1,565,6230 00For
John Hancock1,528,7880 00For
DWS1,289,6380 00For
AIG/SunAmerica1,259,7210 00For
Victory Capital1,186,4200 00For

Fund voting reports, all 98 managers: 497,516,892 for, 17,037 not voted. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 3 asset managers voting on “REELECT LUKAS GAEHWILER AS DIRECTOR” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
RWC Asset Management LLP21,288,0610 00For
Westwood Global Investments, LLC00 4,696,6690Abstain
Warren Street Wealth Advisors, LLC6270 00For

Institutional-manager reports, all 3 managers: 21,288,688 for, 4,696,669 abstained.

12. REELECT MARK HUGHES AS DIRECTOR

100% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 101 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 98 asset managers voting on “REELECT MARK HUGHES AS DIRECTOR” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard82,251,4540 00For
Dodge & Cox65,492,1420 00For
BlackRock62,660,0600 00For
Artisan59,236,1560 00For
Fidelity49,216,9760 00For
MFS42,933,7020 00For
Capital Group36,236,7070 00For
TIAA13,477,0300 00For
Dimensional13,182,9140 00For
Investment Managers Series Trust12,478,1190 00For
JPMorgan5,412,3480 00For
Six Circles Trust5,125,4880 00For
State Street4,389,8920 00For
Bridge Builder Trust4,054,4250 00For
WisdomTree3,590,6590 00For
Brighthouse2,833,6050 00For
Goldman Sachs2,487,4500 00For
Northwestern Mutual2,427,0600 00For
Columbia Threadneedle2,254,4400 00For
Jackson National2,113,1940 00For
Equitable1,565,6230 00For
John Hancock1,528,7880 00For
DWS1,289,6380 00For
AIG/SunAmerica1,259,7210 00For
Victory Capital1,186,4200 00For

Fund voting reports, all 98 managers: 497,516,892 for, 17,037 not voted. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 3 asset managers voting on “REELECT MARK HUGHES AS DIRECTOR” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
RWC Asset Management LLP21,288,0610 00For
Westwood Global Investments, LLC00 4,696,6690Abstain
Warren Street Wealth Advisors, LLC6270 00For

Institutional-manager reports, all 3 managers: 21,288,688 for, 4,696,669 abstained.

13. REELECT NATHALIE RACHOU AS DIRECTOR

100% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 101 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 98 asset managers voting on “REELECT NATHALIE RACHOU AS DIRECTOR” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard82,251,4540 00For
Dodge & Cox65,492,1420 00For
BlackRock62,660,0600 00For
Artisan59,236,1560 00For
Fidelity49,216,9760 00For
MFS42,933,7020 00For
Capital Group36,236,7070 00For
TIAA13,477,0300 00For
Dimensional13,182,9140 00For
Investment Managers Series Trust12,478,1190 00For
JPMorgan5,412,3480 00For
Six Circles Trust5,125,4880 00For
State Street4,389,8920 00For
Bridge Builder Trust4,054,4250 00For
WisdomTree3,590,6590 00For
Brighthouse2,833,6050 00For
Goldman Sachs2,487,4500 00For
Northwestern Mutual2,427,0600 00For
Columbia Threadneedle2,254,4400 00For
Jackson National2,113,1940 00For
Equitable1,565,6230 00For
John Hancock1,528,7880 00For
DWS1,289,6380 00For
AIG/SunAmerica1,259,7210 00For
Victory Capital1,186,4200 00For

Fund voting reports, all 98 managers: 497,516,892 for, 17,037 not voted. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 3 asset managers voting on “REELECT NATHALIE RACHOU AS DIRECTOR” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
RWC Asset Management LLP21,288,0610 00For
Westwood Global Investments, LLC00 4,696,6690Abstain
Warren Street Wealth Advisors, LLC6270 00For

Institutional-manager reports, all 3 managers: 21,288,688 for, 4,696,669 abstained.

14. REELECT PATRICK FIRMENICH AS DIRECTOR

100% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 101 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 98 asset managers voting on “REELECT PATRICK FIRMENICH AS DIRECTOR” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard82,251,4540 00For
Dodge & Cox65,492,1420 00For
BlackRock62,660,0600 00For
Artisan59,236,1560 00For
Fidelity49,216,9760 00For
MFS42,933,7020 00For
Capital Group36,236,7070 00For
TIAA13,477,0300 00For
Dimensional13,182,9140 00For
Investment Managers Series Trust12,478,1190 00For
JPMorgan5,412,3480 00For
Six Circles Trust5,125,4880 00For
State Street4,389,8920 00For
Bridge Builder Trust4,054,4250 00For
WisdomTree3,590,6590 00For
Brighthouse2,833,6050 00For
Goldman Sachs2,487,4500 00For
Northwestern Mutual2,427,0600 00For
Columbia Threadneedle2,254,4400 00For
Jackson National2,113,1940 00For
Equitable1,565,6230 00For
John Hancock1,528,7880 00For
DWS1,289,6380 00For
AIG/SunAmerica1,259,7210 00For
Victory Capital1,186,4200 00For

Fund voting reports, all 98 managers: 497,516,892 for, 17,037 not voted. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 3 asset managers voting on “REELECT PATRICK FIRMENICH AS DIRECTOR” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
RWC Asset Management LLP21,288,0610 00For
Westwood Global Investments, LLC00 4,696,6690Abstain
Warren Street Wealth Advisors, LLC6270 00For

Institutional-manager reports, all 3 managers: 21,288,688 for, 4,696,669 abstained.

15. REELECT WILLIAM DUDLEY AS DIRECTOR

100% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 101 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 98 asset managers voting on “REELECT WILLIAM DUDLEY AS DIRECTOR” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard82,251,4540 00For
Dodge & Cox65,492,1420 00For
BlackRock62,660,0600 00For
Artisan59,236,1560 00For
Fidelity49,216,9760 00For
MFS42,933,7020 00For
Capital Group36,236,7070 00For
TIAA13,477,0300 00For
Dimensional13,182,9140 00For
Investment Managers Series Trust12,478,1190 00For
JPMorgan5,412,3480 00For
Six Circles Trust5,125,4880 00For
State Street4,389,8920 00For
Bridge Builder Trust4,054,4250 00For
WisdomTree3,590,6590 00For
Brighthouse2,833,6050 00For
Goldman Sachs2,487,4500 00For
Northwestern Mutual2,427,0600 00For
Columbia Threadneedle2,254,4400 00For
Jackson National2,113,1940 00For
Equitable1,565,6230 00For
John Hancock1,528,7880 00For
DWS1,289,6380 00For
AIG/SunAmerica1,259,7210 00For
Victory Capital1,186,4200 00For

Fund voting reports, all 98 managers: 497,516,892 for, 17,037 not voted. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 3 asset managers voting on “REELECT WILLIAM DUDLEY AS DIRECTOR” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
RWC Asset Management LLP21,288,0610 00For
Westwood Global Investments, LLC00 4,696,6690Abstain
Warren Street Wealth Advisors, LLC6270 00For

Institutional-manager reports, all 3 managers: 21,288,688 for, 4,696,669 abstained.

16. Elect Claudia Bockstiegel

No official resultsDIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FORNOT VOTED
Details: votes by 33 asset managers

The 33 asset managers below reported 8,822,027 for, 17,351,444 not voted. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 8,822,027NOT VOTED: 17,351,444
Largest asset managers voting on “Elect Claudia Bockstiegel” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Charles Schwab00 00Not Voted
Vanguard3,333,6420 00For
Russell Investments00 00Not Voted
SEI00 00Not Voted
Hartford1,6060 00For
Advisor Managed Portfolios1,600,0000 00For
Mercer Funds1,529,9770 00For
Federated Hermes773,3340 00For
Adviser Managed Trust00 00Not Voted
BRANDES INVESTMENT TRUST627,8210 00For
Putnam00 00Not Voted
Pacific Life00 00Not Voted
Empower226,1000 00For
TRUST FOR PROFESSIONAL MANAGERS172,5220 00For
Victory Capital00 00Not Voted
Prudential/PGIM160,3000 00For
Equitable71,9450 00For
Chesapeake Investment Trust68,1750 00For
US GLOBAL INVESTORS FUNDS68,0000 00For
2023 ETF Series Trust56,4870 00For
Gabelli37,0000 00For
Advisors' Inner Circle Fund III32,8710 00For
Brighthouse29,5470 00For
ADVISORS' INNER CIRCLE FUND13,3000 00For
Investment Managers Series Trust8,7500 00For

Showing the 25 largest of 33 asset managers. See all 33 in the interactive database.

17. Elect Gail P. Kelly

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FORNOT VOTED
Details: votes by 33 asset managers

The 33 asset managers below reported 8,822,027 for, 17,351,444 not voted. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 8,822,027NOT VOTED: 17,351,444
Largest asset managers voting on “Elect Gail P. Kelly” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Charles Schwab00 00Not Voted
Vanguard3,333,6420 00For
Russell Investments00 00Not Voted
SEI00 00Not Voted
Hartford1,6060 00For
Advisor Managed Portfolios1,600,0000 00For
Mercer Funds1,529,9770 00For
Federated Hermes773,3340 00For
Adviser Managed Trust00 00Not Voted
BRANDES INVESTMENT TRUST627,8210 00For
Putnam00 00Not Voted
Pacific Life00 00Not Voted
Empower226,1000 00For
TRUST FOR PROFESSIONAL MANAGERS172,5220 00For
Victory Capital00 00Not Voted
Prudential/PGIM160,3000 00For
Equitable71,9450 00For
Chesapeake Investment Trust68,1750 00For
US GLOBAL INVESTORS FUNDS68,0000 00For
2023 ETF Series Trust56,4870 00For
Gabelli37,0000 00For
Advisors' Inner Circle Fund III32,8710 00For
Brighthouse29,5470 00For
ADVISORS' INNER CIRCLE FUND13,3000 00For
Investment Managers Series Trust8,7500 00For

Showing the 25 largest of 33 asset managers. See all 33 in the interactive database.

18. Elect Jeanette Wong

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FORNOT VOTED
Details: votes by 33 asset managers

The 33 asset managers below reported 8,822,027 for, 17,351,444 not voted. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 8,822,027NOT VOTED: 17,351,444
Largest asset managers voting on “Elect Jeanette Wong” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Charles Schwab00 00Not Voted
Vanguard3,333,6420 00For
Russell Investments00 00Not Voted
SEI00 00Not Voted
Hartford1,6060 00For
Advisor Managed Portfolios1,600,0000 00For
Mercer Funds1,529,9770 00For
Federated Hermes773,3340 00For
Adviser Managed Trust00 00Not Voted
BRANDES INVESTMENT TRUST627,8210 00For
Putnam00 00Not Voted
Pacific Life00 00Not Voted
Empower226,1000 00For
TRUST FOR PROFESSIONAL MANAGERS172,5220 00For
Victory Capital00 00Not Voted
Prudential/PGIM160,3000 00For
Equitable71,9450 00For
Chesapeake Investment Trust68,1750 00For
US GLOBAL INVESTORS FUNDS68,0000 00For
2023 ETF Series Trust56,4870 00For
Gabelli37,0000 00For
Advisors' Inner Circle Fund III32,8710 00For
Brighthouse29,5470 00For
ADVISORS' INNER CIRCLE FUND13,3000 00For
Investment Managers Series Trust8,7500 00For

Showing the 25 largest of 33 asset managers. See all 33 in the interactive database.

19. Elect Jeremy Anderson

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FORNOT VOTED
Details: votes by 33 asset managers

The 33 asset managers below reported 8,822,027 for, 17,351,444 not voted. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 8,822,027NOT VOTED: 17,351,444
Largest asset managers voting on “Elect Jeremy Anderson” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Charles Schwab00 00Not Voted
Vanguard3,333,6420 00For
Russell Investments00 00Not Voted
SEI00 00Not Voted
Hartford1,6060 00For
Advisor Managed Portfolios1,600,0000 00For
Mercer Funds1,529,9770 00For
Federated Hermes773,3340 00For
Adviser Managed Trust00 00Not Voted
BRANDES INVESTMENT TRUST627,8210 00For
Putnam00 00Not Voted
Pacific Life00 00Not Voted
Empower226,1000 00For
TRUST FOR PROFESSIONAL MANAGERS172,5220 00For
Victory Capital00 00Not Voted
Prudential/PGIM160,3000 00For
Equitable71,9450 00For
Chesapeake Investment Trust68,1750 00For
US GLOBAL INVESTORS FUNDS68,0000 00For
2023 ETF Series Trust56,4870 00For
Gabelli37,0000 00For
Advisors' Inner Circle Fund III32,8710 00For
Brighthouse29,5470 00For
ADVISORS' INNER CIRCLE FUND13,3000 00For
Investment Managers Series Trust8,7500 00For

Showing the 25 largest of 33 asset managers. See all 33 in the interactive database.

20. Elect Julie G. Richardson

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FORNOT VOTED
Details: votes by 33 asset managers

The 33 asset managers below reported 8,822,027 for, 17,351,444 not voted. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 8,822,027NOT VOTED: 17,351,444
Largest asset managers voting on “Elect Julie G. Richardson” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Charles Schwab00 00Not Voted
Vanguard3,333,6420 00For
Russell Investments00 00Not Voted
SEI00 00Not Voted
Hartford1,6060 00For
Advisor Managed Portfolios1,600,0000 00For
Mercer Funds1,529,9770 00For
Federated Hermes773,3340 00For
Adviser Managed Trust00 00Not Voted
BRANDES INVESTMENT TRUST627,8210 00For
Putnam00 00Not Voted
Pacific Life00 00Not Voted
Empower226,1000 00For
TRUST FOR PROFESSIONAL MANAGERS172,5220 00For
Victory Capital00 00Not Voted
Prudential/PGIM160,3000 00For
Equitable71,9450 00For
Chesapeake Investment Trust68,1750 00For
US GLOBAL INVESTORS FUNDS68,0000 00For
2023 ETF Series Trust56,4870 00For
Gabelli37,0000 00For
Advisors' Inner Circle Fund III32,8710 00For
Brighthouse29,5470 00For
ADVISORS' INNER CIRCLE FUND13,3000 00For
Investment Managers Series Trust8,7500 00For

Showing the 25 largest of 33 asset managers. See all 33 in the interactive database.

21. Elect Lukas Gahwiler

No official resultsDIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FORNOT VOTED
Details: votes by 33 asset managers

The 33 asset managers below reported 8,822,027 for, 17,351,444 not voted. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 8,822,027NOT VOTED: 17,351,444
Largest asset managers voting on “Elect Lukas Gahwiler” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Charles Schwab00 00Not Voted
Vanguard3,333,6420 00For
Russell Investments00 00Not Voted
SEI00 00Not Voted
Hartford1,6060 00For
Advisor Managed Portfolios1,600,0000 00For
Mercer Funds1,529,9770 00For
Federated Hermes773,3340 00For
Adviser Managed Trust00 00Not Voted
BRANDES INVESTMENT TRUST627,8210 00For
Putnam00 00Not Voted
Pacific Life00 00Not Voted
Empower226,1000 00For
TRUST FOR PROFESSIONAL MANAGERS172,5220 00For
Victory Capital00 00Not Voted
Prudential/PGIM160,3000 00For
Equitable71,9450 00For
Chesapeake Investment Trust68,1750 00For
US GLOBAL INVESTORS FUNDS68,0000 00For
2023 ETF Series Trust56,4870 00For
Gabelli37,0000 00For
Advisors' Inner Circle Fund III32,8710 00For
Brighthouse29,5470 00For
ADVISORS' INNER CIRCLE FUND13,3000 00For
Investment Managers Series Trust8,7500 00For

Showing the 25 largest of 33 asset managers. See all 33 in the interactive database.

22. Elect Mark Hughes

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FORNOT VOTED
Details: votes by 33 asset managers

The 33 asset managers below reported 8,822,027 for, 17,351,444 not voted. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 8,822,027NOT VOTED: 17,351,444
Largest asset managers voting on “Elect Mark Hughes” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Charles Schwab00 00Not Voted
Vanguard3,333,6420 00For
Russell Investments00 00Not Voted
SEI00 00Not Voted
Hartford1,6060 00For
Advisor Managed Portfolios1,600,0000 00For
Mercer Funds1,529,9770 00For
Federated Hermes773,3340 00For
Adviser Managed Trust00 00Not Voted
BRANDES INVESTMENT TRUST627,8210 00For
Putnam00 00Not Voted
Pacific Life00 00Not Voted
Empower226,1000 00For
TRUST FOR PROFESSIONAL MANAGERS172,5220 00For
Victory Capital00 00Not Voted
Prudential/PGIM160,3000 00For
Equitable71,9450 00For
Chesapeake Investment Trust68,1750 00For
US GLOBAL INVESTORS FUNDS68,0000 00For
2023 ETF Series Trust56,4870 00For
Gabelli37,0000 00For
Advisors' Inner Circle Fund III32,8710 00For
Brighthouse29,5470 00For
ADVISORS' INNER CIRCLE FUND13,3000 00For
Investment Managers Series Trust8,7500 00For

Showing the 25 largest of 33 asset managers. See all 33 in the interactive database.

23. Elect Nathalie Rachou

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FORNOT VOTED
Details: votes by 33 asset managers

The 33 asset managers below reported 8,822,027 for, 17,351,444 not voted. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 8,822,027NOT VOTED: 17,351,444
Largest asset managers voting on “Elect Nathalie Rachou” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Charles Schwab00 00Not Voted
Vanguard3,333,6420 00For
Russell Investments00 00Not Voted
SEI00 00Not Voted
Hartford1,6060 00For
Advisor Managed Portfolios1,600,0000 00For
Mercer Funds1,529,9770 00For
Federated Hermes773,3340 00For
Adviser Managed Trust00 00Not Voted
BRANDES INVESTMENT TRUST627,8210 00For
Putnam00 00Not Voted
Pacific Life00 00Not Voted
Empower226,1000 00For
TRUST FOR PROFESSIONAL MANAGERS172,5220 00For
Victory Capital00 00Not Voted
Prudential/PGIM160,3000 00For
Equitable71,9450 00For
Chesapeake Investment Trust68,1750 00For
US GLOBAL INVESTORS FUNDS68,0000 00For
2023 ETF Series Trust56,4870 00For
Gabelli37,0000 00For
Advisors' Inner Circle Fund III32,8710 00For
Brighthouse29,5470 00For
ADVISORS' INNER CIRCLE FUND13,3000 00For
Investment Managers Series Trust8,7500 00For

Showing the 25 largest of 33 asset managers. See all 33 in the interactive database.

24. Elect Patrick Firmenich

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FORNOT VOTED
Details: votes by 33 asset managers

The 33 asset managers below reported 8,822,027 for, 17,351,444 not voted. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 8,822,027NOT VOTED: 17,351,444
Largest asset managers voting on “Elect Patrick Firmenich” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Charles Schwab00 00Not Voted
Vanguard3,333,6420 00For
Russell Investments00 00Not Voted
SEI00 00Not Voted
Hartford1,6060 00For
Advisor Managed Portfolios1,600,0000 00For
Mercer Funds1,529,9770 00For
Federated Hermes773,3340 00For
Adviser Managed Trust00 00Not Voted
BRANDES INVESTMENT TRUST627,8210 00For
Putnam00 00Not Voted
Pacific Life00 00Not Voted
Empower226,1000 00For
TRUST FOR PROFESSIONAL MANAGERS172,5220 00For
Victory Capital00 00Not Voted
Prudential/PGIM160,3000 00For
Equitable71,9450 00For
Chesapeake Investment Trust68,1750 00For
US GLOBAL INVESTORS FUNDS68,0000 00For
2023 ETF Series Trust56,4870 00For
Gabelli37,0000 00For
Advisors' Inner Circle Fund III32,8710 00For
Brighthouse29,5470 00For
ADVISORS' INNER CIRCLE FUND13,3000 00For
Investment Managers Series Trust8,7500 00For

Showing the 25 largest of 33 asset managers. See all 33 in the interactive database.

25. Elect William C. Dudley

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FORNOT VOTED
Details: votes by 33 asset managers

The 33 asset managers below reported 8,822,027 for, 17,351,444 not voted. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 8,822,027NOT VOTED: 17,351,444
Largest asset managers voting on “Elect William C. Dudley” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Charles Schwab00 00Not Voted
Vanguard3,333,6420 00For
Russell Investments00 00Not Voted
SEI00 00Not Voted
Hartford1,6060 00For
Advisor Managed Portfolios1,600,0000 00For
Mercer Funds1,529,9770 00For
Federated Hermes773,3340 00For
Adviser Managed Trust00 00Not Voted
BRANDES INVESTMENT TRUST627,8210 00For
Putnam00 00Not Voted
Pacific Life00 00Not Voted
Empower226,1000 00For
TRUST FOR PROFESSIONAL MANAGERS172,5220 00For
Victory Capital00 00Not Voted
Prudential/PGIM160,3000 00For
Equitable71,9450 00For
Chesapeake Investment Trust68,1750 00For
US GLOBAL INVESTORS FUNDS68,0000 00For
2023 ETF Series Trust56,4870 00For
Gabelli37,0000 00For
Advisors' Inner Circle Fund III32,8710 00For
Brighthouse29,5470 00For
ADVISORS' INNER CIRCLE FUND13,3000 00For
Investment Managers Series Trust8,7500 00For

Showing the 25 largest of 33 asset managers. See all 33 in the interactive database.

26. Approve Creation of USD 70 Million Pool of Conditional Capital without Preemptive Rights

No official resultsCAPITAL STRUCTURE

Combines 2 wordings of this item as funds reported it.

99.9% of fund votes cast · no official result

FOR
Details: votes by 101 asset managers

The 101 asset managers below reported 497,124,394 for, 393,125 against, 4,696,669 abstained, 18,072 not voted. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 497,124,394AGAINST: 393,125ABSTAIN: 4,696,669NOT VOTED: 18,072
Largest asset managers voting on “Approve Creation of USD 70 Million Pool of Conditional Capital without Preemptive Rights” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard82,251,4540 00For
Dodge & Cox65,492,1420 00For
BlackRock62,660,0600 00For
Artisan59,236,1560 00For
Fidelity49,216,9760 00For
MFS42,933,7020 00For
Capital Group36,236,7070 00For
TIAA13,477,0300 00For
Dimensional13,182,9140 00For
Investment Managers Series Trust12,478,1190 00For
JPMorgan5,412,3480 00For
Six Circles Trust5,125,4880 00For
Westwood Global Investments, LLC00 4,696,6690Abstain
State Street4,389,8920 00For
Bridge Builder Trust4,054,4250 00For
WisdomTree3,590,6590 00For
Brighthouse2,833,6050 00For
Goldman Sachs2,487,4500 00For
Northwestern Mutual2,427,0600 00For
Columbia Threadneedle2,254,4400 00For
Jackson National2,113,1940 00For
Equitable1,565,6230 00For
John Hancock1,528,7880 00For
DWS1,289,6380 00For
AIG/SunAmerica1,259,7210 00For

Showing the 25 largest of 101 asset managers. See all 101 in the interactive database.

27. ACCEPT FINANCIAL STATEMENTS AND STATUTORY REPORTS

No official resultsFund totals may overlapINVESTMENT COMPANY MATTERSCORPORATE GOVERNANCE

100% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 101 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 98 asset managers voting on “ACCEPT FINANCIAL STATEMENTS AND STATUTORY REPORTS” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard82,251,4540 00For
Dodge & Cox65,492,1420 00For
BlackRock62,660,0600 00For
Artisan59,236,1560 00For
Fidelity49,216,9760 00For
MFS42,933,7020 00For
Capital Group36,236,7070 00For
TIAA13,477,0300 00For
Dimensional13,182,9140 00For
Investment Managers Series Trust12,478,1190 00For
JPMorgan5,412,3480 00For
Six Circles Trust5,125,4880 00For
State Street4,389,8920 00For
Bridge Builder Trust4,054,4250 00For
WisdomTree3,590,6590 00For
Brighthouse2,833,6050 00For
Goldman Sachs2,487,4500 00For
Northwestern Mutual2,427,0600 00For
Columbia Threadneedle2,254,4400 00For
Jackson National2,113,1940 00For
Equitable1,565,6230 00For
John Hancock1,528,7880 00For
DWS1,289,6380 00For
AIG/SunAmerica1,259,7210 00For
Victory Capital1,186,4200 00For

Fund voting reports, all 98 managers: 497,516,892 for, 17,037 not voted. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 3 asset managers voting on “ACCEPT FINANCIAL STATEMENTS AND STATUTORY REPORTS” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
RWC Asset Management LLP10,117,9000 00For
Westwood Global Investments, LLC00 4,696,6690Abstain
Warren Street Wealth Advisors, LLC6270 00For

Institutional-manager reports, all 3 managers: 10,118,527 for, 4,696,669 abstained.

28. APPROVE ALLOCATION OF INCOME AND DIVIDENDS OF USD 0.70 PER SHARE

No official resultsCAPITAL STRUCTURE

100% of fund votes cast · no official result

FOR
Details: votes by 101 asset managers

The 101 asset managers below reported 497,517,719 for, 4,696,669 abstained, 17,037 not voted. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 497,517,719ABSTAIN: 4,696,669NOT VOTED: 17,037
Largest asset managers voting on “APPROVE ALLOCATION OF INCOME AND DIVIDENDS OF USD 0.70 PER SHARE” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard82,251,4540 00For
Dodge & Cox65,492,1420 00For
BlackRock62,660,0600 00For
Artisan59,236,1560 00For
Fidelity49,216,9760 00For
MFS42,933,7020 00For
Capital Group36,236,7070 00For
TIAA13,477,0300 00For
Dimensional13,182,9140 00For
Investment Managers Series Trust12,478,1190 00For
JPMorgan5,412,3480 00For
Six Circles Trust5,125,4880 00For
Westwood Global Investments, LLC00 4,696,6690Abstain
State Street4,389,8920 00For
Bridge Builder Trust4,054,4250 00For
WisdomTree3,590,6590 00For
Brighthouse2,833,6050 00For
Goldman Sachs2,487,4500 00For
Northwestern Mutual2,427,0600 00For
Columbia Threadneedle2,254,4400 00For
Jackson National2,113,1940 00For
Equitable1,565,6230 00For
John Hancock1,528,7880 00For
DWS1,289,6380 00For
AIG/SunAmerica1,259,7210 00For

Showing the 25 largest of 101 asset managers. See all 101 in the interactive database.

29. APPROVE DISCHARGE OF BOARD AND SENIOR MANAGEMENT

No official resultsCORPORATE GOVERNANCE

100% of fund votes cast · no official result

FOR
Details: votes by 101 asset managers

The 101 asset managers below reported 497,523,534 for, 4,696,669 abstained, 17,037 not voted. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 497,523,534ABSTAIN: 4,696,669NOT VOTED: 17,037
Largest asset managers voting on “APPROVE DISCHARGE OF BOARD AND SENIOR MANAGEMENT” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard82,251,4540 00For
Dodge & Cox65,492,1420 00For
BlackRock62,660,0600 00For
Artisan59,236,1560 00For
Fidelity49,216,9760 00For
MFS42,933,7020 00For
Capital Group36,236,7070 00For
TIAA13,477,0300 00For
Dimensional13,182,9140 00For
Investment Managers Series Trust12,478,1190 00For
JPMorgan5,412,3480 00For
Six Circles Trust5,125,4880 00For
Westwood Global Investments, LLC00 4,696,6690Abstain
State Street4,389,8920 00For
Bridge Builder Trust4,054,4250 00For
WisdomTree3,590,6590 00For
Brighthouse2,833,6050 00For
Goldman Sachs2,487,4500 00For
Northwestern Mutual2,427,0600 00For
Columbia Threadneedle2,254,4400 00For
Jackson National2,113,1940 00For
Equitable1,565,6230 00For
John Hancock1,528,7880 00For
DWS1,289,6380 00For
AIG/SunAmerica1,259,7210 00For

Showing the 25 largest of 101 asset managers. See all 101 in the interactive database.

30. APPROVE SUSTAINABILITY REPORT

98% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 101 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 98 asset managers voting on “APPROVE SUSTAINABILITY REPORT” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard82,251,4540 00For
Dodge & Cox65,492,1420 00For
BlackRock62,660,0600 00For
Artisan59,236,1560 00For
Fidelity49,216,9760 00For
MFS42,933,7020 00For
Capital Group36,236,7070 00For
TIAA13,477,0300 00For
Dimensional13,182,9140 00For
Investment Managers Series Trust12,478,1190 00For
JPMorgan5,412,3480 00For
Six Circles Trust5,125,4880 00For
State Street4,389,8920 00For
Bridge Builder Trust4,054,4250 00For
WisdomTree3,590,6590 00For
Brighthouse2,815,4630 18,1420For
Goldman Sachs2,487,4500 00For
Northwestern Mutual2,427,0600 00For
Columbia Threadneedle2,254,4400 00For
Jackson National2,113,1940 00For
Equitable1,565,6230 00For
John Hancock1,528,7880 00For
DWS1,289,6380 00For
AIG/SunAmerica00 1,259,7210Abstain
Victory Capital1,186,4200 00For

Fund voting reports, all 98 managers: 496,239,029 for, 1,277,863 abstained, 17,037 not voted. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 3 asset managers voting on “APPROVE SUSTAINABILITY REPORT” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
RWC Asset Management LLP010,117,900 00Against
Westwood Global Investments, LLC00 4,696,6690Abstain
Warren Street Wealth Advisors, LLC6270 00For

Institutional-manager reports, all 3 managers: 627 for, 10,117,900 against, 4,696,669 abstained.

31. Designate ADB Altorfer Duss & Beilstein AG as Independent Proxy

100% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 87 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 84 asset managers voting on “Designate ADB Altorfer Duss & Beilstein AG as Independent Proxy” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard82,251,4540 00For
Dodge & Cox65,492,1420 00For
BlackRock62,660,0600 00For
Artisan59,236,1560 00For
Fidelity49,216,9760 00For
MFS42,933,7020 00For
Capital Group36,236,7070 00For
TIAA13,477,0300 00For
Dimensional13,182,9140 00For
Six Circles Trust5,125,4880 00For
State Street4,389,8920 00For
WisdomTree3,590,6590 00For
Brighthouse2,765,5220 00For
Northwestern Mutual2,427,0600 00For
Columbia Threadneedle2,254,4400 00For
Goldman Sachs2,184,0300 00For
Equitable1,565,6230 00For
DWS1,289,6380 00For
AIG/SunAmerica1,259,7210 00For
Victory Capital1,186,4200 00For
Northern Trust1,162,6330 00For
Lincoln Financial1,077,4770 00For
American Century1,063,0980 00For
Prudential/PGIM1,041,8690 00For
Pioneer Series Trust IV894,4950 00For

Fund voting reports, all 84 managers: 470,544,767 for. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 3 asset managers voting on “Designate ADB Altorfer Duss & Beilstein AG as Independent Proxy” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Westwood Global Investments, LLC00 4,696,6690Abstain
RWC Asset Management LLP140,8450 00For
Warren Street Wealth Advisors, LLC6270 00For

Institutional-manager reports, all 3 managers: 141,472 for, 4,696,669 abstained.

32. Transact Other Business (Voting)

0.1% Fund and manager reports combined; may count the same shares twice · no official result

AGAINSTABSTAIN
Details: votes by 87 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 84 asset managers voting on “Transact Other Business (Voting)” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard080,806,624 1,444,8300Against
Dodge & Cox065,492,142 00Against
BlackRock00 62,660,0600Abstain
Artisan059,236,156 00Against
Fidelity049,216,976 00Against
MFS042,933,702 00Against
Capital Group036,236,707 00Against
TIAA013,477,030 00Against
Dimensional013,182,914 00Against
Six Circles Trust00 5,125,4880Abstain
State Street04,389,892 00Against
WisdomTree03,590,659 00Against
Brighthouse02,765,522 00Against
Northwestern Mutual02,427,060 00Against
Columbia Threadneedle02,254,440 00Against
Goldman Sachs02,184,030 00Against
Equitable0857,513 708,1100Mixed
DWS01,289,638 00Against
AIG/SunAmerica01,259,721 00Against
Victory Capital01,186,420 00Against
Northern Trust01,162,633 00Against
Lincoln Financial0566,027 511,4500Mixed
American Century01,063,098 00Against
Prudential/PGIM01,041,869 00Against
Pioneer Series Trust IV0894,495 00Against

Fund voting reports, all 84 managers: 399,518,529 against, 71,026,238 abstained. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 3 asset managers voting on “Transact Other Business (Voting)” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Westwood Global Investments, LLC00 4,696,6690Abstain
RWC Asset Management LLP140,8450 00For
Warren Street Wealth Advisors, LLC6270 00For

Institutional-manager reports, all 3 managers: 141,472 for, 4,696,669 abstained.

33. APPROVE VARIABLE REMUNERATION OF EXECUTIVE COMMITTEE IN THE AMOUNT OF CHF 108.3 MILLION

No official resultsFund totals may overlapSECTION 14A SAY-ON-PAY VOTES

100% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 106 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 98 asset managers voting on “APPROVE VARIABLE REMUNERATION OF EXECUTIVE COMMITTEE IN THE AMOUNT OF CHF 108.3 MILLION” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard82,251,4540 00For
Dodge & Cox65,492,1420 00For
BlackRock62,660,0600 00For
Artisan59,236,1560 00For
Fidelity49,216,9760 00For
MFS42,933,7020 00For
Capital Group36,236,7070 00For
TIAA13,477,0300 00For
Dimensional13,182,9140 00For
Investment Managers Series Trust12,478,1190 00For
JPMorgan5,412,3480 00For
Six Circles Trust5,125,4880 00For
State Street4,389,8920 00For
Bridge Builder Trust4,054,4250 00For
WisdomTree3,590,6590 00For
Brighthouse2,833,6050 00For
Goldman Sachs2,487,4500 00For
Northwestern Mutual2,427,0600 00For
Columbia Threadneedle2,254,4400 00For
Jackson National2,113,1940 00For
Equitable1,565,6230 00For
John Hancock1,528,7880 00For
DWS1,289,6380 00For
AIG/SunAmerica1,259,7210 00For
Victory Capital1,186,4200 00For

Fund voting reports, all 98 managers: 497,516,892 for, 17,037 not voted. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 7 asset managers voting on “APPROVE VARIABLE REMUNERATION OF EXECUTIVE COMMITTEE IN THE AMOUNT OF CHF 108.3 MILLION” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Westwood Global Investments, LLC00 4,696,6690Abstain
APG Asset Management US Inc.2,850,8610 00For
Vontobel Holding Ltd.50,0000 00For
OSSIAM44,2200 00For
Coronation Fund Managers Ltd.38,3160 00For
Warren Street Wealth Advisors, LLC6270 00For
RWC Asset Management LLP2880 00For

Institutional-manager reports, all 7 managers: 2,984,312 for, 4,696,669 abstained.

34. APPROVE ADDITIONAL REMUNERATION OF DIRECTORS IN THE AMOUNT OF CHF 2.2 MILLION FOR THE PERIOD FROM 2023 AGM UNTIL 2024…

No official resultsSECTION 14A SAY-ON-PAY VOTES

100% of fund votes cast · no official result

FOR
Details: description as filed, votes by 104 asset managers

Description as filed by funds: APPROVE ADDITIONAL REMUNERATION OF DIRECTORS IN THE AMOUNT OF CHF 2.2 MILLION FOR THE PERIOD FROM 2023 AGM UNTIL 2024 AGM

The 104 asset managers below reported 497,650,343 for, 4,696,669 abstained, 17,037 not voted. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 497,650,343ABSTAIN: 4,696,669NOT VOTED: 17,037
Largest asset managers voting on “APPROVE ADDITIONAL REMUNERATION OF DIRECTORS IN THE AMOUNT OF CHF 2.2 MILLION FOR THE PERIOD FROM 2023 AGM UNT” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard82,251,4540 00For
Dodge & Cox65,492,1420 00For
BlackRock62,660,0600 00For
Artisan59,236,1560 00For
Fidelity49,216,9760 00For
MFS42,933,7020 00For
Capital Group36,236,7070 00For
TIAA13,477,0300 00For
Dimensional13,182,9140 00For
Investment Managers Series Trust12,478,1190 00For
JPMorgan5,412,3480 00For
Six Circles Trust5,125,4880 00For
Westwood Global Investments, LLC00 4,696,6690Abstain
State Street4,389,8920 00For
Bridge Builder Trust4,054,4250 00For
WisdomTree3,590,6590 00For
Brighthouse2,833,6050 00For
Goldman Sachs2,487,4500 00For
Northwestern Mutual2,427,0600 00For
Columbia Threadneedle2,254,4400 00For
Jackson National2,113,1940 00For
Equitable1,565,6230 00For
John Hancock1,528,7880 00For
DWS1,289,6380 00For
AIG/SunAmerica1,259,7210 00For

Showing the 25 largest of 104 asset managers. See all 104 in the interactive database.

35. APPROVE REMUNERATION OF DIRECTORS IN THE AMOUNT OF CHF 16.5 MILLION FOR THE PERIOD FROM 2024 AGM UNTIL 2025 AGM

No official resultsSECTION 14A SAY-ON-PAY VOTES

100% of fund votes cast · no official result

FOR
Details: votes by 104 asset managers

The 104 asset managers below reported 497,650,343 for, 4,696,669 abstained, 17,037 not voted. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 497,650,343ABSTAIN: 4,696,669NOT VOTED: 17,037
Largest asset managers voting on “APPROVE REMUNERATION OF DIRECTORS IN THE AMOUNT OF CHF 16.5 MILLION FOR THE PERIOD FROM 2024 AGM UNTIL 2025 AG” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard82,251,4540 00For
Dodge & Cox65,492,1420 00For
BlackRock62,660,0600 00For
Artisan59,236,1560 00For
Fidelity49,216,9760 00For
MFS42,933,7020 00For
Capital Group36,236,7070 00For
TIAA13,477,0300 00For
Dimensional13,182,9140 00For
Investment Managers Series Trust12,478,1190 00For
JPMorgan5,412,3480 00For
Six Circles Trust5,125,4880 00For
Westwood Global Investments, LLC00 4,696,6690Abstain
State Street4,389,8920 00For
Bridge Builder Trust4,054,4250 00For
WisdomTree3,590,6590 00For
Brighthouse2,833,6050 00For
Goldman Sachs2,487,4500 00For
Northwestern Mutual2,427,0600 00For
Columbia Threadneedle2,254,4400 00For
Jackson National2,113,1940 00For
Equitable1,565,6230 00For
John Hancock1,528,7880 00For
DWS1,289,6380 00For
AIG/SunAmerica1,259,7210 00For

Showing the 25 largest of 104 asset managers. See all 104 in the interactive database.

36. Advisory vote on the UBS Group AG Compensation Report 2023

No official resultsFund totals may overlapSECTION 14A SAY-ON-PAY VOTES

Combines 4 wordings of this item as funds reported it.

99.9% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 192 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 10 asset managers voting on “Advisory vote on the UBS Group AG Compensation Report 2023” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Advisor Managed Portfolios1,600,0000 00For
TRUST FOR PROFESSIONAL MANAGERS172,5220 00For
Gabelli37,0000 00For
WP Trust25,0000 00For
Investment Managers Series Trust8,7500 00For
CITY NATIONAL ROCHDALE FUNDS4,0550 00For
LEUTHOLD FUNDS INC2,4310 00For
Series Portfolios Trust5160 00For
Jackson National4170 00For
ADVISORS SERIES TRUST2610 00For

Fund voting reports, all 10 managers: 1,850,952 for.

Institutional-manager reports: 180 asset managers voting on “Advisory vote on the UBS Group AG Compensation Report 2023” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Natixis4,496,7410 00For
Northern Trust4,136,8730 00For
ENVESTNET ASSET MANAGEMENT INC1,397,5490 00For
RAYMOND JAMES & ASSOCIATES826,6430 00For
LEVIN CAPITAL STRATEGIES, L.P.779,9490 00For
Janney Montgomery Scott LLC570,0840 00For
PNC BANK, NATIONAL ASSOCIATION317,1770 00For
CONTRAVISORY INVESTMENT MANAGEMENT, INC.295,2950 00For
GARDNER LEWIS ASSET MANAGEMENT L P234,2570 00For
OPPENHEIMER & CO INC187,6330 00For
HIGHLAND CAPITAL MANAGEMENT, LLC181,6840 00For
MITCHELL CAPITAL MANAGEMENT CO179,0120 00For
MERCER GLOBAL ADVISORS INC /ADV177,3000 00For
MITCHELL & PAHL PRIVATE WEALTH, LLC106,2480 00For
Cynosure Group, LLC105,0000 00For
JPMorgan104,1160 00For
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC90,4010 00For
ADVISOR PARTNERS II, LLC87,9840 00For
Alaethes Wealth LLC72,9160 00For
Altman Advisors, Inc.67,2580 00For
TRUIST FINANCIAL CORP65,7880 00For
First Trust62,8351,565 00For
LPL Financial LLC60,6120 00For
Legacy Wealth Asset Management, LLC54,6280 00For
Fiera Capital Corp42,4740 00For

Institutional-manager reports, all 180 managers: 15,308,220 for, 1,624 against, 49,863 abstained, 1,557 unknown. Showing the 25 largest; see all in the interactive database.

37. APPROVE REMUNERATION REPORT

99.0% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 123 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 98 asset managers voting on “APPROVE REMUNERATION REPORT” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard82,251,4540 00For
Dodge & Cox65,492,1420 00For
BlackRock62,660,0600 00For
Artisan59,236,1560 00For
Fidelity49,216,9760 00For
MFS42,933,7020 00For
Capital Group36,236,7070 00For
TIAA13,477,0300 00For
Dimensional13,182,9140 00For
Investment Managers Series Trust12,478,1190 00For
JPMorgan5,412,3480 00For
Six Circles Trust5,125,4880 00For
State Street4,389,8920 00For
Bridge Builder Trust4,054,4250 00For
WisdomTree3,590,6590 00For
Brighthouse2,833,6050 00For
Goldman Sachs2,487,4500 00For
Northwestern Mutual2,427,0600 00For
Columbia Threadneedle02,254,440 00Against
Jackson National2,113,1940 00For
Equitable1,565,6230 00For
John Hancock1,528,7880 00For
DWS1,289,6380 00For
AIG/SunAmerica1,259,7210 00For
Victory Capital1,186,4200 00For

Fund voting reports, all 98 managers: 495,229,790 for, 2,287,102 against, 17,037 not voted. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 24 asset managers voting on “APPROVE REMUNERATION REPORT” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
JPMorgan23,427,3980 00For
Crake Asset Management LLP00 12,665,7560Abstain
WCM INVESTMENT MANAGEMENT, LLC11,783,2540 00For
Westwood Global Investments, LLC00 4,696,6690Abstain
Northern Trust4,160,78317,737 00For
APG Asset Management US Inc.2,850,8610 00For
Korea Investment CORP02,748,860 00Against
Desjardins Global Asset Management Inc.925,0540 00For
Bronte Capital Management Pty Ltd.392,3800 00For
1832 Asset Management L.P.303,3210 00For
Polaris Capital Management, LLC286,0190 00For
ARMISTICE CAPITAL, LLC160,0000 00For
Ativo Capital Management LLC101,3800 00For
Origin Asset Management LLP88,0000 00For
Vontobel Holding Ltd.050,000 00Against
OSSIAM44,2200 00For
Siemens Fonds Invest GmbH38,6730 00For
NATIONAL BANK TRUST INC.16,8060 00For
South Dakota Investment Council10,6380 00For
REDWOOD CAPITAL MANAGEMENT, LLC6,4420 00For
XPONANCE, INC.4,6160 00For
Copeland Capital Management, LLC9050 00For
Warren Street Wealth Advisors, LLC6270 00For
RWC Asset Management LLP2880 00For

Institutional-manager reports, all 24 managers: 44,601,665 for, 2,816,597 against, 17,362,425 abstained, 1,208,010 not voted.

38. APPROVE FIXED REMUNERATION OF EXECUTIVE COMMITTEE IN THE AMOUNT OF CHF 33 MILLION

No official resultsFund totals may overlapSECTION 14A SAY-ON-PAY VOTES

100% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 106 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 98 asset managers voting on “APPROVE FIXED REMUNERATION OF EXECUTIVE COMMITTEE IN THE AMOUNT OF CHF 33 MILLION” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard82,251,4540 00For
Dodge & Cox65,492,1420 00For
BlackRock62,660,0600 00For
Artisan59,236,1560 00For
Fidelity49,216,9760 00For
MFS42,933,7020 00For
Capital Group36,236,7070 00For
TIAA13,477,0300 00For
Dimensional13,182,9140 00For
Investment Managers Series Trust12,478,1190 00For
JPMorgan5,412,3480 00For
Six Circles Trust5,125,4880 00For
State Street4,389,8920 00For
Bridge Builder Trust4,054,4250 00For
WisdomTree3,590,6590 00For
Brighthouse2,833,6050 00For
Goldman Sachs2,487,4500 00For
Northwestern Mutual2,427,0600 00For
Columbia Threadneedle2,254,4400 00For
Jackson National2,113,1940 00For
Equitable1,565,6230 00For
John Hancock1,528,7880 00For
DWS1,289,6380 00For
AIG/SunAmerica1,259,7210 00For
Victory Capital1,186,4200 00For

Fund voting reports, all 98 managers: 497,516,892 for, 17,037 not voted. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 7 asset managers voting on “APPROVE FIXED REMUNERATION OF EXECUTIVE COMMITTEE IN THE AMOUNT OF CHF 33 MILLION” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Westwood Global Investments, LLC00 4,696,6690Abstain
APG Asset Management US Inc.2,850,8610 00For
Vontobel Holding Ltd.50,0000 00For
OSSIAM44,2200 00For
Coronation Fund Managers Ltd.38,3160 00For
Warren Street Wealth Advisors, LLC6270 00For
RWC Asset Management LLP2880 00For

Institutional-manager reports, all 7 managers: 2,984,312 for, 4,696,669 abstained.

39. RATIFY BDO AG AS SPECIAL AUDITORS

99.9% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 101 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 98 asset managers voting on “RATIFY BDO AG AS SPECIAL AUDITORS” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard82,251,4540 00For
Dodge & Cox65,492,1420 00For
BlackRock62,660,0600 00For
Artisan59,236,1560 00For
Fidelity49,216,9760 00For
MFS42,933,7020 00For
Capital Group36,236,7070 00For
TIAA13,477,0300 00For
Dimensional13,182,9140 00For
Investment Managers Series Trust12,478,1190 00For
JPMorgan5,412,3480 00For
Six Circles Trust5,125,4880 00For
State Street4,389,8920 00For
Bridge Builder Trust4,054,4250 00For
WisdomTree3,590,6590 00For
Brighthouse2,833,6050 00For
Goldman Sachs2,487,4500 00For
Northwestern Mutual2,427,0600 00For
Columbia Threadneedle2,254,4400 00For
Jackson National2,113,1940 00For
Equitable1,565,6230 00For
John Hancock1,528,7880 00For
DWS1,289,6380 00For
AIG/SunAmerica1,259,7210 00For
Victory Capital1,186,4200 00For

Fund voting reports, all 98 managers: 497,103,557 for, 413,335 against, 17,037 not voted. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 3 asset managers voting on “RATIFY BDO AG AS SPECIAL AUDITORS” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Westwood Global Investments, LLC00 4,696,6690Abstain
RWC Asset Management LLP1,672,3950 00For
Warren Street Wealth Advisors, LLC6270 00For

Institutional-manager reports, all 3 managers: 1,673,022 for, 4,696,669 abstained.

40. Ratify Ernst & Young AG as Auditors

92% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 87 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 84 asset managers voting on “Ratify Ernst & Young AG as Auditors” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard82,251,4540 00For
Dodge & Cox65,492,1420 00For
BlackRock62,660,0600 00For
Artisan59,236,1560 00For
Fidelity49,216,9760 00For
MFS42,933,7020 00For
Capital Group036,236,707 00Against
TIAA13,477,0300 00For
Dimensional13,182,9140 00For
Six Circles Trust5,125,4880 00For
State Street4,389,8920 00For
WisdomTree3,590,6590 00For
Brighthouse2,765,5220 00For
Northwestern Mutual2,427,0600 00For
Columbia Threadneedle2,254,4400 00For
Goldman Sachs2,184,0300 00For
Equitable1,565,6230 00For
DWS1,289,6380 00For
AIG/SunAmerica1,259,7210 00For
Victory Capital1,186,4200 00For
Northern Trust1,162,6330 00For
Lincoln Financial1,077,4770 00For
American Century1,063,0980 00For
Prudential/PGIM1,041,8690 00For
Pioneer Series Trust IV894,4950 00For

Fund voting reports, all 84 managers: 433,894,725 for, 36,650,042 against. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 3 asset managers voting on “Ratify Ernst & Young AG as Auditors” at UBS GROUP AG, 2023-2024
Asset managerForAgainst AbstainWithheldVote
Westwood Global Investments, LLC00 4,696,6690Abstain
RWC Asset Management LLP0166,232 00Against
Warren Street Wealth Advisors, LLC6270 00For

Institutional-manager reports, all 3 managers: 627 for, 166,232 against, 4,696,669 abstained.

Showing the 40 reported items with the widest manager coverage, of 100 in total. View every item.

Largest UBS GROUP AG shareholders voting in 2023-2024

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 3,462,087,722 shares outstanding at the time of that meeting.

Fund voting reports: top UBS GROUP AG shareholders by shares voted on “APPROVE REMUNERATION REPORT”, 2023-2024
#Asset manager % of shares outstanding
1Vanguard 2.38%
2Dodge & Cox 1.89%
3BlackRock 1.81%
4Artisan 1.71%
5Fidelity 1.42%
6MFS 1.24%
7Capital Group 1.05%
8TIAA 0.39%
9Dimensional 0.38%
10Investment Managers Series Trust 0.36%
Institutional-manager reports: top UBS GROUP AG shareholders by shares voted on “Advisory vote on the UBS Group AG Compensation Report 2023”, 2023-2024
#Asset manager % of shares outstanding
1Natixis 0.13%
2Northern Trust 0.12%
3ENVESTNET ASSET MANAGEMENT INC 0.04%
4RAYMOND JAMES & ASSOCIATES 0.02%
5LEVIN CAPITAL STRATEGIES, L.P. 0.02%
6Janney Montgomery Scott LLC 0.02%
7PNC BANK, NATIONAL ASSOCIATION <0.01%
8CONTRAVISORY INVESTMENT MANAGEMENT, INC. <0.01%
9GARDNER LEWIS ASSET MANAGEMENT L P <0.01%
10OPPENHEIMER & CO INC <0.01%

Reported UBS GROUP AG holdings and ownership

As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.

UBS GROUP AG holdings and ownership disclosed for the 2023-2024 proxy season
Holder % outstanding Disclosure
Norges Bank 4.43% 13F
Vanguard Group 3.97% 13F
FMR (Fidelity) 1.40% 13F
JPMorgan Chase 1.00% 13F
Goldman Sachs 0.96% 13F
Nuveen 0.41% 13F
BNY Mellon 0.27% 13F
Morgan Stanley 0.22% 13F
Wellington Management 0.20% 13F
BlackRock 0.12% 13F

Percentages above are of 3,462,087,722 shares outstanding, as reported by UBS GROUP AG on its Form 20-F dated December 31, 2023 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from UBS GROUP AG’s 20-F dated December 31, 2023. This page is a static snapshot rebuilt weekly on October 18, 2026; a live search always shows the current data.

At UBS GROUP AG's shareholder meeting held April 24, 2024, in the 2023-2024 proxy season, 335 asset managers reported how they voted in their SEC Form N-PX filings, covering 13,930 separate fund positions. Their filings are grouped here into 100 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. No official Form 8-K vote tally has been matched to this meeting, so this page states no certified outcome for its most widely held ballot item. On that item — Advisory vote on the UBS Group AG Compensation Report 2023 — the reporting funds and managers cast 99.9% of the shares they voted in favour (FOR divided by FOR plus AGAINST plus WITHHELD; abstained and unvoted shares are excluded because neither took a side). Fund and manager reports are combined in it and may count the same shares twice: it adds fund reports to institutional-manager reports, which can cover the same shares. It is not the company's certified result.

UBS GROUP AG proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.

Download data (CSV): ballot items · votes by manager · column guide.