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UBS 2023-2024: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal UBS voted AGAINST or withheld on, and a shareholder proposal it voted FOR, with the board’s recommendation on it where the filings show one. A FOR vote on a proposal the board supported, or took no position on, is listed and labelled, but it is not a vote against the board. One row is one proposal at one meeting; “funds” is how many of the manager’s funds or accounts voted that way.

Everything Only shareholder proposals it backed

126 proposals. Every shareholder proposal UBS backed in 2023-2024 is listed here.

UBS, 2023-2024 proxy season. Who put a proposal on the ballot is taken from the filer’s own N-PX answer (Item 1(h)), or, marked “inferred”, from its category and wording where the filing does not say; see how we count these.
CompanyMeetingProposalCategory On the ballot fromBoard recommendedUBS votedFunds
NVR INC. May 7, 2024 Shareholder proposal to publish report on impact of diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion Shareholder Against FOR 1
OCCIDENTAL PETROLEUM CORP. May 2, 2024 Shareholder Proposal Requesting an Annual Report on Lobbying Other Social Issues Shareholder Not determined FOR 1
OLD DOMINION FREIGHT LINE INC. May 15, 2024 Shareholder proposal regarding greenhouse gas reduction. Environment or Climate Shareholder Against FOR 1
PACCAR INC. April 30, 2024 Stockholder proposal regarding a report on climate-related policy engagement Environment or Climate Shareholder Against FOR 1
PEPSICO INC. May 1, 2024 Shareholder Proposal - Global Transparency Report. Other Social Issues Shareholder Not determined FOR 1
PNC FINANCIAL SERVICES GROUP INC. April 24, 2024 Shareholder proposal regarding report on risk management and implementation of PNC's Human Rights Statement in financing. Human Rights or Human Capital/workforce Shareholder Against FOR 1
QUEST DIAGNOSTICS INC. May 16, 2024 Stockholder proposal regarding managing climate risk through science-based targets and transition planning Environment or Climate Shareholder Against FOR 1
ROSS STORES INC. May 22, 2024 To vote on a stockholder proposal regarding reporting on material value chain GHG emissions, if properly presented at the Annual Meeting. Environment or Climate Shareholder Against FOR 1
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Human Rights Impact Assessment Human Rights or Human Capital/workforce Shareholder Not determined FOR 1
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Lobbying Transparency Report Other Social Issues Shareholder Not determined FOR 1
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Report on Full Value Chain Emissions Reduction Plan Environment or Climate Shareholder Not determined FOR 1
SEMPRA May 9, 2024 Shareholder proposal requesting a report on certain safety and environmental matters Human Rights or Human Capital/workforce Shareholder Not determined FOR 1
SKYWORKS SOLUTIONS INC. May 14, 2024 To approve a stockholder proposal regarding adoption of greenhouse gas emissions reduction targets. Environment or Climate Shareholder Against FOR 1
SOUTHERN CO. May 22, 2024 Stockholder proposal regarding disclosing short-, medium-, and long-term operational GHG targets Environment or Climate Shareholder Against FOR 1
STRYKER CORP. May 9, 2024 Shareholder Proposal on Transparency in Political Spending. Other Social Issues Shareholder Not determined FOR 1
SYSCO CORP. November 17, 2023 To consider a stockholder proposal related to re-establishing a policy for eliminating or reducing gestation crates in the Company's pork supply chain. Other Social Issues Shareholder Against FOR 1
TRAVELERS COMPANIES INC. May 15, 2024 Shareholder proposal relating to GHG emissions, if presented at the Annual Meeting of Shareholders. Environment or Climate Shareholder Against FOR 1
TRAVELERS COMPANIES INC. May 15, 2024 Shareholder proposal relating to a report on methane in the energy sector, if presented at the Annual Meeting of Shareholders. Environment or Climate Shareholder Against FOR 1
TRAVELERS COMPANIES INC. May 15, 2024 Shareholder proposal relating to human rights risks in underwriting, if presented at the Annual Meeting of Shareholders. Human Rights or Human Capital/workforce Shareholder Against FOR 1
TRUIST FINANCIAL CORP. April 23, 2024 Shareholder proposal regarding an annual report on lobbying activities, if properly presented at the Annual Meeting. Other Social Issues Shareholder Against FOR 1
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding Tyson Foods' labor practices. Human Rights or Human Capital/workforce Shareholder Against FOR 1
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding corporate climate lobbying. Environment or Climate Shareholder Against FOR 1
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding deforestation-free supply chains. Environment or Climate Shareholder Against FOR 1
VERIZON COMMUNICATIONS INC. May 9, 2024 Lobbying activities report Other Social Issues Shareholder Not determined FOR 1
WALT DISNEY CO. April 3, 2024 Shareholder Proposal, if properly presented, requesting a political expenditures report Other Social Issues Shareholder Not determined FOR 1
WARNER BROS. DISCOVERY INC. June 3, 2024 To vote on a stockholder proposal entitled, "Report on Use of Al", if properly presented. Other Social Issues Shareholder Against FOR 1

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Built October 25, 2026 from SEC Form N-PX filings.