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UBS GROUP AG 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings. Page generated 04 October 2026.

93Reported items
370Asset managers
11,609Fund votes
2025-04-10Meeting date

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 2024-2025 meeting

Each item below shows how the 370 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. Advisory vote on the UBS Group AG Compensation Report 2024

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-04-10; no official results are on file for this meeting.

Combines 3 wordings of this item as funds reported it.

99.2% fund support · no official result

FOR 99.0%

The 207 asset managers below cast 99.2% of the shares they voted on this item FOR (22,808,574 for, 168,404 against).

FOR: 22,808,574 (99.0%)AGAINST: 168,404 (0.7%)ABSTAIN: 59,450 (0.3%)

Largest asset managers voting on “Advisory vote on the UBS Group AG Compensation Report 2024” at UBS GROUP AG, 2024-2025
Asset manager	For	Against	Vote
WCM INVESTMENT MANAGEMENT, LLC	4,258,836	0	For
Natixis	4,217,514	0	For
Northern Trust	4,204,178	0	For
BlackRock	3,011,660	0	For
Advisor Managed Portfolios	1,600,000	0	For
ENVESTNET ASSET MANAGEMENT INC	1,117,222	0	For
RAYMOND JAMES & ASSOCIATES	656,780	0	For
LEVIN CAPITAL STRATEGIES, L.P.	496,700	0	For
John Hancock	347,359	0	For
PNC BANK, NATIONAL ASSOCIATION	324,525	0	For
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	311,256	0	For
Value Partners Investments Inc.	260,881	0	For
TRUST FOR PROFESSIONAL MANAGERS	125,806	0	For
LPL Financial LLC	115,080	0	For
GARDNER LEWIS ASSET MANAGEMENT L P	65,067	47,379	For
MITCHELL & PAHL PRIVATE WEALTH, LLC	106,763	0	For
ADVISOR PARTNERS II, LLC	98,541	0	For
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	88,945	0	For
1832 Asset Management L.P.	76,549	0	For
MERCER GLOBAL ADVISORS INC /ADV	72,415	0	For
Alaethes Wealth, LLC	71,694	0	For
Altman Advisors, Inc.	69,161	0	For
RBB FUND, INC.	66,086	0	For
Chesapeake Investment Trust	64,180	0	For
First Trust	58,520	0	For

Showing the 25 largest of 207 asset managers. See all 207 in the interactive database.

2. APPROVE REMUNERATION REPORT

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-04-10; no official results are on file for this meeting.

Combines 2 wordings of this item as funds reported it.

99.8% fund support · no official result

FOR 99.7%

The 109 asset managers below cast 99.8% of the shares they voted on this item FOR (619,202,938 for, 780,273 against).

FOR: 619,202,938 (99.8%)AGAINST: 780,273 (0.1%)ABSTAIN: 685 (0.0%)NOT VOTED: 714,863 (0.1%)

Largest asset managers voting on “APPROVE REMUNERATION REPORT” at UBS GROUP AG, 2024-2025
Asset manager	For	Vote
BlackRock	167,771,638	For
Vanguard	95,331,804	For
Dodge & Cox	64,868,942	For
Fidelity	54,004,949	For
Artisan	42,397,952	For
MFS	27,264,698	For
EUPAC FUND	22,375,109	For
JPMorgan	21,536,695	For
Capital Group	12,424,679	For
Dimensional	11,607,195	For
WCM INVESTMENT MANAGEMENT, LLC	11,589,114	For
Investment Managers Series Trust	11,301,567	For
TIAA	10,551,241	For
Six Circles Trust	6,772,750	For
State Street	5,541,635	For
Bridge Builder Trust	5,260,922	For
59 North Capital Management, LP	4,885,086	For
WisdomTree	3,287,026	For
John Hancock	2,841,253	For
Perpetual Americas Funds Trust	2,718,576	For
BAILLIE GIFFORD OVERSEAS LTD	2,609,406	For
Northwestern Mutual	2,398,900	For
American Century	2,301,796	For
Korea Investment CORP	2,231,013	For
Goldman Sachs	1,786,403	For

Showing the 25 largest of 109 asset managers. See all 109 in the interactive database.

3. APPROVE FIXED REMUNERATION OF EXECUTIVE COMMITTEE IN THE AMOUNT OF CHF 32 MILLION

COMPENSATION

Meeting held 2025-04-10; no official results are on file for this meeting.

Combines 2 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.9%

The 92 asset managers below cast 99.9% of the shares they voted on this item FOR (470,848,215 for, 104,060 against).

FOR: 470,848,215 (100.0%)AGAINST: 104,060 (0.0%)

Largest asset managers voting on “APPROVE FIXED REMUNERATION OF EXECUTIVE COMMITTEE IN THE AMOUNT OF CHF 32 MILLION” at UBS GROUP AG, 2024-2025
Asset manager	For	Vote
Vanguard	95,331,804	For
Dodge & Cox	64,868,942	For
BlackRock	60,199,330	For
Fidelity	54,004,949	For
Artisan	42,397,952	For
MFS	27,264,698	For
EUPAC FUND	22,375,109	For
Capital Group	12,424,679	For
Dimensional	11,607,195	For
Investment Managers Series Trust	11,301,567	For
TIAA	10,551,241	For
Six Circles Trust	6,772,750	For
State Street	5,541,635	For
Bridge Builder Trust	5,260,922	For
JPMorgan	4,142,029	For
WisdomTree	3,287,026	For
John Hancock	2,841,253	For
Perpetual Americas Funds Trust	2,718,576	For
Northwestern Mutual	2,398,900	For
American Century	2,301,796	For
Goldman Sachs	1,786,403	For
DWS	1,704,113	For
Jackson National	1,614,813	For
Brighthouse	1,565,457	For
Equitable	1,426,153	For

Showing the 25 largest of 92 asset managers. See all 92 in the interactive database.

4. APPROVE VARIABLE REMUNERATION OF EXECUTIVE COMMITTEE IN THE AMOUNT OF CHF 114.2 MILLION

COMPENSATION

Meeting held 2025-04-10; no official results are on file for this meeting.

Combines 2 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.9%

The 92 asset managers below cast 99.9% of the shares they voted on this item FOR (470,848,215 for, 104,060 against).

FOR: 470,848,215 (100.0%)AGAINST: 104,060 (0.0%)

Largest asset managers voting on “APPROVE VARIABLE REMUNERATION OF EXECUTIVE COMMITTEE IN THE AMOUNT OF CHF 114.2 MILLION” at UBS GROUP AG, 2024-2025
Asset manager	For	Vote
Vanguard	95,331,804	For
Dodge & Cox	64,868,942	For
BlackRock	60,199,330	For
Fidelity	54,004,949	For
Artisan	42,397,952	For
MFS	27,264,698	For
EUPAC FUND	22,375,109	For
Capital Group	12,424,679	For
Dimensional	11,607,195	For
Investment Managers Series Trust	11,301,567	For
TIAA	10,551,241	For
Six Circles Trust	6,772,750	For
State Street	5,541,635	For
Bridge Builder Trust	5,260,922	For
JPMorgan	4,142,029	For
WisdomTree	3,287,026	For
John Hancock	2,841,253	For
Perpetual Americas Funds Trust	2,718,576	For
Northwestern Mutual	2,398,900	For
American Century	2,301,796	For
Goldman Sachs	1,786,403	For
DWS	1,704,113	For
Jackson National	1,614,813	For
Brighthouse	1,565,457	For
Equitable	1,426,153	For

Showing the 25 largest of 92 asset managers. See all 92 in the interactive database.

5. APPOINT GAIL KELLY AS MEMBER OF THE COMPENSATION COMMITTEE

CORPORATE GOVERNANCE

Meeting held 2025-04-10; no official results are on file for this meeting.

93% fund support · no official result

FOR 93%7%

The 91 asset managers below cast 93% of the shares they voted on this item FOR (437,056,309 for, 33,600,959 against).

FOR: 437,056,309 (92.9%)AGAINST: 33,600,959 (7.1%)

Largest asset managers voting on “APPOINT GAIL KELLY AS MEMBER OF THE COMPENSATION COMMITTEE” at UBS GROUP AG, 2024-2025
Asset manager	For	Against	Vote
Vanguard	95,331,804	0	For
Dodge & Cox	64,868,942	0	For
BlackRock	60,199,330	0	For
Fidelity	53,465,182	539,767	For
Artisan	42,397,952	0	For
MFS	0	27,264,698	Against
EUPAC FUND	22,375,109	0	For
Capital Group	12,424,679	0	For
Dimensional	11,607,195	0	For
Investment Managers Series Trust	11,301,567	0	For
TIAA	10,551,241	0	For
Six Circles Trust	6,772,750	0	For
State Street	5,541,635	0	For
Bridge Builder Trust	4,937,064	323,858	For
JPMorgan	4,142,029	0	For
WisdomTree	3,287,026	0	For
John Hancock	2,841,253	0	For
Perpetual Americas Funds Trust	2,718,576	0	For
Northwestern Mutual	2,398,900	0	For
American Century	2,301,796	0	For
Goldman Sachs	1,456,605	329,798	For
DWS	1,704,113	0	For
Jackson National	1,614,813	0	For
Brighthouse	1,565,457	0	For
Equitable	859,414	566,739	For

Showing the 25 largest of 91 asset managers. See all 91 in the interactive database.

6. REAPPOINT JEANETTE WONG AS MEMBER OF THE COMPENSATION COMMITTEE

CORPORATE GOVERNANCE

Meeting held 2025-04-10; no official results are on file for this meeting.

99.9% fund support · no official result

FOR 99.9%

The 91 asset managers below cast 99.9% of the shares they voted on this item FOR (470,553,208 for, 104,060 against).

FOR: 470,553,208 (100.0%)AGAINST: 104,060 (0.0%)

Largest asset managers voting on “REAPPOINT JEANETTE WONG AS MEMBER OF THE COMPENSATION COMMITTEE” at UBS GROUP AG, 2024-2025
Asset manager	For	Vote
Vanguard	95,331,804	For
Dodge & Cox	64,868,942	For
BlackRock	60,199,330	For
Fidelity	54,004,949	For
Artisan	42,397,952	For
MFS	27,264,698	For
EUPAC FUND	22,375,109	For
Capital Group	12,424,679	For
Dimensional	11,607,195	For
Investment Managers Series Trust	11,301,567	For
TIAA	10,551,241	For
Six Circles Trust	6,772,750	For
State Street	5,541,635	For
Bridge Builder Trust	5,260,922	For
JPMorgan	4,142,029	For
WisdomTree	3,287,026	For
John Hancock	2,841,253	For
Perpetual Americas Funds Trust	2,718,576	For
Northwestern Mutual	2,398,900	For
American Century	2,301,796	For
Goldman Sachs	1,786,403	For
DWS	1,704,113	For
Jackson National	1,614,813	For
Brighthouse	1,565,457	For
Equitable	1,426,153	For

Showing the 25 largest of 91 asset managers. See all 91 in the interactive database.

7. REAPPOINT JULIE RICHARDSON AS CHAIRPERSON OF THE COMPENSATION COMMITTEE

CORPORATE GOVERNANCE

Meeting held 2025-04-10; no official results are on file for this meeting.

99.9% fund support · no official result

FOR 99.9%

The 91 asset managers below cast 99.9% of the shares they voted on this item FOR (470,553,208 for, 104,060 against).

FOR: 470,553,208 (100.0%)AGAINST: 104,060 (0.0%)

Largest asset managers voting on “REAPPOINT JULIE RICHARDSON AS CHAIRPERSON OF THE COMPENSATION COMMITTEE” at UBS GROUP AG, 2024-2025
Asset manager	For	Vote
Vanguard	95,331,804	For
Dodge & Cox	64,868,942	For
BlackRock	60,199,330	For
Fidelity	54,004,949	For
Artisan	42,397,952	For
MFS	27,264,698	For
EUPAC FUND	22,375,109	For
Capital Group	12,424,679	For
Dimensional	11,607,195	For
Investment Managers Series Trust	11,301,567	For
TIAA	10,551,241	For
Six Circles Trust	6,772,750	For
State Street	5,541,635	For
Bridge Builder Trust	5,260,922	For
JPMorgan	4,142,029	For
WisdomTree	3,287,026	For
John Hancock	2,841,253	For
Perpetual Americas Funds Trust	2,718,576	For
Northwestern Mutual	2,398,900	For
American Century	2,301,796	For
Goldman Sachs	1,786,403	For
DWS	1,704,113	For
Jackson National	1,614,813	For
Brighthouse	1,565,457	For
Equitable	1,426,153	For

Showing the 25 largest of 91 asset managers. See all 91 in the interactive database.

8. ACCEPT FINANCIAL STATEMENTS AND STATUTORY REPORTS

OTHER

Meeting held 2025-04-10; no official results are on file for this meeting.

100% fund support · no official result

FOR 100%

The 90 asset managers below cast 100% of the shares they voted on this item FOR (470,624,118 for, 0 against).

FOR: 470,624,118 (100.0%)

Largest asset managers voting on “ACCEPT FINANCIAL STATEMENTS AND STATUTORY REPORTS” at UBS GROUP AG, 2024-2025
Asset manager	For	Vote
Vanguard	95,331,804	For
Dodge & Cox	64,868,942	For
BlackRock	60,199,330	For
Fidelity	54,004,949	For
Artisan	42,397,952	For
MFS	27,264,698	For
EUPAC FUND	22,375,109	For
Capital Group	12,424,679	For
Dimensional	11,607,195	For
Investment Managers Series Trust	11,301,567	For
TIAA	10,551,241	For
Six Circles Trust	6,772,750	For
State Street	5,541,635	For
Bridge Builder Trust	5,260,922	For
JPMorgan	4,142,029	For
WisdomTree	3,287,026	For
John Hancock	2,841,253	For
Perpetual Americas Funds Trust	2,718,576	For
Northwestern Mutual	2,398,900	For
American Century	2,301,796	For
Goldman Sachs	1,786,403	For
DWS	1,704,113	For
Jackson National	1,614,813	For
Brighthouse	1,565,457	For
Equitable	1,426,153	For

Showing the 25 largest of 90 asset managers. See all 90 in the interactive database.

9. APPROVE ALLOCATION OF INCOME AND DIVIDENDS OF USD 0.90 PER SHARE

CAPITAL STRUCTURE

Meeting held 2025-04-10; no official results are on file for this meeting.

100% fund support · no official result

FOR 100%

The 90 asset managers below cast 100% of the shares they voted on this item FOR (470,624,118 for, 0 against).

FOR: 470,624,118 (100.0%)

Largest asset managers voting on “APPROVE ALLOCATION OF INCOME AND DIVIDENDS OF USD 0.90 PER SHARE” at UBS GROUP AG, 2024-2025
Asset manager	For	Vote
Vanguard	95,331,804	For
Dodge & Cox	64,868,942	For
BlackRock	60,199,330	For
Fidelity	54,004,949	For
Artisan	42,397,952	For
MFS	27,264,698	For
EUPAC FUND	22,375,109	For
Capital Group	12,424,679	For
Dimensional	11,607,195	For
Investment Managers Series Trust	11,301,567	For
TIAA	10,551,241	For
Six Circles Trust	6,772,750	For
State Street	5,541,635	For
Bridge Builder Trust	5,260,922	For
JPMorgan	4,142,029	For
WisdomTree	3,287,026	For
John Hancock	2,841,253	For
Perpetual Americas Funds Trust	2,718,576	For
Northwestern Mutual	2,398,900	For
American Century	2,301,796	For
Goldman Sachs	1,786,403	For
DWS	1,704,113	For
Jackson National	1,614,813	For
Brighthouse	1,565,457	For
Equitable	1,426,153	For

Showing the 25 largest of 90 asset managers. See all 90 in the interactive database.

10. APPROVE DISCHARGE OF BOARD AND SENIOR MANAGEMENT

CORPORATE GOVERNANCE

Meeting held 2025-04-10; no official results are on file for this meeting.

100% fund support · no official result

FOR 100%

The 90 asset managers below cast 100% of the shares they voted on this item FOR (470,624,118 for, 0 against).

FOR: 470,624,118 (100.0%)

Largest asset managers voting on “APPROVE DISCHARGE OF BOARD AND SENIOR MANAGEMENT” at UBS GROUP AG, 2024-2025
Asset manager	For	Vote
Vanguard	95,331,804	For
Dodge & Cox	64,868,942	For
BlackRock	60,199,330	For
Fidelity	54,004,949	For
Artisan	42,397,952	For
MFS	27,264,698	For
EUPAC FUND	22,375,109	For
Capital Group	12,424,679	For
Dimensional	11,607,195	For
Investment Managers Series Trust	11,301,567	For
TIAA	10,551,241	For
Six Circles Trust	6,772,750	For
State Street	5,541,635	For
Bridge Builder Trust	5,260,922	For
JPMorgan	4,142,029	For
WisdomTree	3,287,026	For
John Hancock	2,841,253	For
Perpetual Americas Funds Trust	2,718,576	For
Northwestern Mutual	2,398,900	For
American Century	2,301,796	For
Goldman Sachs	1,786,403	For
DWS	1,704,113	For
Jackson National	1,614,813	For
Brighthouse	1,565,457	For
Equitable	1,426,153	For

Showing the 25 largest of 90 asset managers. See all 90 in the interactive database.

11. APPROVE REMUNERATION OF DIRECTORS IN THE AMOUNT OF CHF 15 MILLION FOR THE PERIOD FROM 2025 AGM UNTIL 2026 AGM

COMPENSATION

Meeting held 2025-04-10; no official results are on file for this meeting.

100% fund support · no official result

FOR 100%

The 90 asset managers below cast 100% of the shares they voted on this item FOR (470,624,118 for, 0 against).

FOR: 470,624,118 (100.0%)

Largest asset managers voting on “APPROVE REMUNERATION OF DIRECTORS IN THE AMOUNT OF CHF 15 MILLION FOR THE PERIOD FROM 2025 AGM UNTIL 2026 AGM” at UBS GROUP AG, 2024-2025
Asset manager	For	Vote
Vanguard	95,331,804	For
Dodge & Cox	64,868,942	For
BlackRock	60,199,330	For
Fidelity	54,004,949	For
Artisan	42,397,952	For
MFS	27,264,698	For
EUPAC FUND	22,375,109	For
Capital Group	12,424,679	For
Dimensional	11,607,195	For
Investment Managers Series Trust	11,301,567	For
TIAA	10,551,241	For
Six Circles Trust	6,772,750	For
State Street	5,541,635	For
Bridge Builder Trust	5,260,922	For
JPMorgan	4,142,029	For
WisdomTree	3,287,026	For
John Hancock	2,841,253	For
Perpetual Americas Funds Trust	2,718,576	For
Northwestern Mutual	2,398,900	For
American Century	2,301,796	For
Goldman Sachs	1,786,403	For
DWS	1,704,113	For
Jackson National	1,614,813	For
Brighthouse	1,565,457	For
Equitable	1,426,153	For

Showing the 25 largest of 90 asset managers. See all 90 in the interactive database.

12. APPROVE SUSTAINABILITY REPORT

OTHER SOCIAL ISSUESOTHER

Meeting held 2025-04-10; no official results are on file for this meeting.

100% fund support · no official result

FOR 99.8%

The 90 asset managers below cast 100% of the shares they voted on this item FOR (469,758,645 for, 0 against).

FOR: 469,758,645 (99.8%)ABSTAIN: 865,473 (0.2%)

Largest asset managers voting on “APPROVE SUSTAINABILITY REPORT” at UBS GROUP AG, 2024-2025
Asset manager	For	Abstain	Vote
Vanguard	95,331,804	0	For
Dodge & Cox	64,868,942	0	For
BlackRock	60,199,330	0	For
Fidelity	54,004,949	0	For
Artisan	42,397,952	0	For
MFS	27,264,698	0	For
EUPAC FUND	22,375,109	0	For
Capital Group	12,424,679	0	For
Dimensional	11,607,195	0	For
Investment Managers Series Trust	11,301,567	0	For
TIAA	10,551,241	0	For
Six Circles Trust	6,772,750	0	For
State Street	5,541,635	0	For
Bridge Builder Trust	5,260,922	0	For
JPMorgan	4,142,029	0	For
WisdomTree	3,287,026	0	For
John Hancock	2,841,253	0	For
Perpetual Americas Funds Trust	2,718,576	0	For
Northwestern Mutual	2,398,900	0	For
American Century	2,301,796	0	For
Goldman Sachs	1,786,403	0	For
DWS	1,704,113	0	For
Jackson National	1,614,813	0	For
Brighthouse	1,546,925	18,532	For
Equitable	1,426,153	0	For

Showing the 25 largest of 90 asset managers. See all 90 in the interactive database.

13. APPROVE USD 12.1 MILLION REDUCTION IN SHARE CAPITAL AS PART OF THE SHARE BUYBACK PROGRAM VIA CANCELLATION OF REPURCHASED SHARES

CAPITAL STRUCTURE

Meeting held 2025-04-10; no official results are on file for this meeting.

100% fund support · no official result

FOR 100%

The 90 asset managers below cast 100% of the shares they voted on this item FOR (470,624,118 for, 0 against).

FOR: 470,624,118 (100.0%)

Largest asset managers voting on “APPROVE USD 12.1 MILLION REDUCTION IN SHARE CAPITAL AS PART OF THE SHARE BUYBACK PROGRAM VIA CANCELLATION OF R” at UBS GROUP AG, 2024-2025
Asset manager	For	Vote
Vanguard	95,331,804	For
Dodge & Cox	64,868,942	For
BlackRock	60,199,330	For
Fidelity	54,004,949	For
Artisan	42,397,952	For
MFS	27,264,698	For
EUPAC FUND	22,375,109	For
Capital Group	12,424,679	For
Dimensional	11,607,195	For
Investment Managers Series Trust	11,301,567	For
TIAA	10,551,241	For
Six Circles Trust	6,772,750	For
State Street	5,541,635	For
Bridge Builder Trust	5,260,922	For
JPMorgan	4,142,029	For
WisdomTree	3,287,026	For
John Hancock	2,841,253	For
Perpetual Americas Funds Trust	2,718,576	For
Northwestern Mutual	2,398,900	For
American Century	2,301,796	For
Goldman Sachs	1,786,403	For
DWS	1,704,113	For
Jackson National	1,614,813	For
Brighthouse	1,565,457	For
Equitable	1,426,153	For

Showing the 25 largest of 90 asset managers. See all 90 in the interactive database.

14. AUTHORIZE REPURCHASE OF UP TO USD 3.5 BILLION IN ISSUED SHARE CAPITAL

CAPITAL STRUCTURE

Meeting held 2025-04-10; no official results are on file for this meeting.

99.9% fund support · no official result

FOR 99.9%

The 90 asset managers below cast 99.9% of the shares they voted on this item FOR (470,520,058 for, 104,060 against).

FOR: 470,520,058 (100.0%)AGAINST: 104,060 (0.0%)

Largest asset managers voting on “AUTHORIZE REPURCHASE OF UP TO USD 3.5 BILLION IN ISSUED SHARE CAPITAL” at UBS GROUP AG, 2024-2025
Asset manager	For	Vote
Vanguard	95,331,804	For
Dodge & Cox	64,868,942	For
BlackRock	60,199,330	For
Fidelity	54,004,949	For
Artisan	42,397,952	For
MFS	27,264,698	For
EUPAC FUND	22,375,109	For
Capital Group	12,424,679	For
Dimensional	11,607,195	For
Investment Managers Series Trust	11,301,567	For
TIAA	10,551,241	For
Six Circles Trust	6,772,750	For
State Street	5,541,635	For
Bridge Builder Trust	5,260,922	For
JPMorgan	4,142,029	For
WisdomTree	3,287,026	For
John Hancock	2,841,253	For
Perpetual Americas Funds Trust	2,718,576	For
Northwestern Mutual	2,398,900	For
American Century	2,301,796	For
Goldman Sachs	1,786,403	For
DWS	1,704,113	For
Jackson National	1,614,813	For
Brighthouse	1,565,457	For
Equitable	1,426,153	For

Showing the 25 largest of 90 asset managers. See all 90 in the interactive database.

15. ELECT LILA TRETIKOV AS DIRECTOR

DIRECTOR ELECTIONS

Meeting held 2025-04-10; no official results are on file for this meeting.

100% fund support · no official result

FOR 100%

The 90 asset managers below cast 100% of the shares they voted on this item FOR (470,624,118 for, 0 against).

FOR: 470,624,118 (100.0%)

Largest asset managers voting on “ELECT LILA TRETIKOV AS DIRECTOR” at UBS GROUP AG, 2024-2025
Asset manager	For	Vote
Vanguard	95,331,804	For
Dodge & Cox	64,868,942	For
BlackRock	60,199,330	For
Fidelity	54,004,949	For
Artisan	42,397,952	For
MFS	27,264,698	For
EUPAC FUND	22,375,109	For
Capital Group	12,424,679	For
Dimensional	11,607,195	For
Investment Managers Series Trust	11,301,567	For
TIAA	10,551,241	For
Six Circles Trust	6,772,750	For
State Street	5,541,635	For
Bridge Builder Trust	5,260,922	For
JPMorgan	4,142,029	For
WisdomTree	3,287,026	For
John Hancock	2,841,253	For
Perpetual Americas Funds Trust	2,718,576	For
Northwestern Mutual	2,398,900	For
American Century	2,301,796	For
Goldman Sachs	1,786,403	For
DWS	1,704,113	For
Jackson National	1,614,813	For
Brighthouse	1,565,457	For
Equitable	1,426,153	For

Showing the 25 largest of 90 asset managers. See all 90 in the interactive database.

16. ELECT RENATA BRUENGGER AS DIRECTOR

DIRECTOR ELECTIONS

Meeting held 2025-04-10; no official results are on file for this meeting.

89% fund support · no official result

FOR 89%11%

The 90 asset managers below cast 89% of the shares they voted on this item FOR (420,356,423 for, 50,267,695 against).

FOR: 420,356,423 (89.3%)AGAINST: 50,267,695 (10.7%)

Largest asset managers voting on “ELECT RENATA BRUENGGER AS DIRECTOR” at UBS GROUP AG, 2024-2025
Asset manager	For	Against	Vote
Vanguard	95,331,804	0	For
Dodge & Cox	64,868,942	0	For
BlackRock	60,199,330	0	For
Fidelity	53,565,586	439,363	For
Artisan	34,584,932	7,813,020	For
MFS	27,264,698	0	For
EUPAC FUND	22,375,109	0	For
Capital Group	12,424,679	0	For
Dimensional	0	11,607,195	Against
Investment Managers Series Trust	11,256,787	44,780	For
TIAA	10,551,241	0	For
Six Circles Trust	6,772,750	0	For
State Street	0	5,541,635	Against
Bridge Builder Trust	4,937,064	323,858	For
JPMorgan	4,142,029	0	For
WisdomTree	0	3,287,026	Against
John Hancock	0	2,841,253	Against
Perpetual Americas Funds Trust	0	2,718,576	Against
Northwestern Mutual	2,398,900	0	For
American Century	0	2,301,796	Against
Goldman Sachs	1,786,403	0	For
DWS	0	1,704,113	Against
Jackson National	1,175,711	439,102	For
Brighthouse	47,377	1,518,080	Against
Equitable	1,426,153	0	For

Showing the 25 largest of 90 asset managers. See all 90 in the interactive database.

17. REELECT COLM KELLEHER AS DIRECTOR AND BOARD CHAIR

DIRECTOR ELECTIONS

Meeting held 2025-04-10; no official results are on file for this meeting.

88% fund support · no official result

FOR 88%12%

The 90 asset managers below cast 88% of the shares they voted on this item FOR (414,637,087 for, 55,987,031 against).

FOR: 414,637,087 (88.1%)AGAINST: 55,987,031 (11.9%)

Largest asset managers voting on “REELECT COLM KELLEHER AS DIRECTOR AND BOARD CHAIR” at UBS GROUP AG, 2024-2025
Asset manager	For	Against	Vote
Vanguard	95,331,804	0	For
Dodge & Cox	64,868,942	0	For
BlackRock	60,199,330	0	For
Fidelity	1,113,926	52,891,023	Against
Artisan	42,397,952	0	For
MFS	27,264,698	0	For
EUPAC FUND	22,375,109	0	For
Capital Group	12,424,679	0	For
Dimensional	11,607,195	0	For
Investment Managers Series Trust	11,301,567	0	For
TIAA	10,551,241	0	For
Six Circles Trust	6,772,750	0	For
State Street	5,541,635	0	For
Bridge Builder Trust	4,937,064	323,858	For
JPMorgan	4,142,029	0	For
WisdomTree	3,287,026	0	For
John Hancock	2,841,253	0	For
Perpetual Americas Funds Trust	2,718,576	0	For
Northwestern Mutual	1,698,600	700,300	For
American Century	2,301,796	0	For
Goldman Sachs	1,786,403	0	For
DWS	1,704,113	0	For
Jackson National	1,614,813	0	For
Brighthouse	1,565,457	0	For
Equitable	1,398,356	27,797	For

Showing the 25 largest of 90 asset managers. See all 90 in the interactive database.

18. REELECT FRED HU AS DIRECTOR

DIRECTOR ELECTIONS

Meeting held 2025-04-10; no official results are on file for this meeting.

100% fund support · no official result

FOR 100%

The 90 asset managers below cast 100% of the shares they voted on this item FOR (470,624,118 for, 0 against).

FOR: 470,624,118 (100.0%)

Largest asset managers voting on “REELECT FRED HU AS DIRECTOR” at UBS GROUP AG, 2024-2025
Asset manager	For	Vote
Vanguard	95,331,804	For
Dodge & Cox	64,868,942	For
BlackRock	60,199,330	For
Fidelity	54,004,949	For
Artisan	42,397,952	For
MFS	27,264,698	For
EUPAC FUND	22,375,109	For
Capital Group	12,424,679	For
Dimensional	11,607,195	For
Investment Managers Series Trust	11,301,567	For
TIAA	10,551,241	For
Six Circles Trust	6,772,750	For
State Street	5,541,635	For
Bridge Builder Trust	5,260,922	For
JPMorgan	4,142,029	For
WisdomTree	3,287,026	For
John Hancock	2,841,253	For
Perpetual Americas Funds Trust	2,718,576	For
Northwestern Mutual	2,398,900	For
American Century	2,301,796	For
Goldman Sachs	1,786,403	For
DWS	1,704,113	For
Jackson National	1,614,813	For
Brighthouse	1,565,457	For
Equitable	1,426,153	For

Showing the 25 largest of 90 asset managers. See all 90 in the interactive database.

19. REELECT GAIL KELLY AS DIRECTOR

DIRECTOR ELECTIONS

Meeting held 2025-04-10; no official results are on file for this meeting.

92% fund support · no official result

FOR 92%8%

The 90 asset managers below cast 92% of the shares they voted on this item FOR (430,827,711 for, 39,796,407 against).

FOR: 430,827,711 (91.5%)AGAINST: 39,796,407 (8.5%)

Largest asset managers voting on “REELECT GAIL KELLY AS DIRECTOR” at UBS GROUP AG, 2024-2025
Asset manager	For	Against	Vote
Vanguard	95,331,804	0	For
Dodge & Cox	64,868,942	0	For
BlackRock	60,199,330	0	For
Fidelity	53,465,182	539,767	For
Artisan	42,397,952	0	For
MFS	0	27,264,698	Against
EUPAC FUND	22,375,109	0	For
Capital Group	12,424,679	0	For
Dimensional	11,607,195	0	For
Investment Managers Series Trust	11,301,567	0	For
TIAA	10,551,241	0	For
Six Circles Trust	6,772,750	0	For
State Street	0	5,541,635	Against
Bridge Builder Trust	4,937,064	323,858	For
JPMorgan	4,142,029	0	For
WisdomTree	3,287,026	0	For
John Hancock	2,727,427	113,826	For
Perpetual Americas Funds Trust	2,718,576	0	For
Northwestern Mutual	2,398,900	0	For
American Century	2,301,796	0	For
Goldman Sachs	1,456,605	329,798	For
DWS	1,704,113	0	For
Jackson National	1,614,813	0	For
Brighthouse	1,565,457	0	For
Equitable	859,414	566,739	For

Showing the 25 largest of 90 asset managers. See all 90 in the interactive database.

20. REELECT JEANETTE WONG AS DIRECTOR

DIRECTOR ELECTIONS

Meeting held 2025-04-10; no official results are on file for this meeting.

99.9% fund support · no official result

FOR 99.9%

The 90 asset managers below cast 99.9% of the shares they voted on this item FOR (470,520,058 for, 104,060 against).

FOR: 470,520,058 (100.0%)AGAINST: 104,060 (0.0%)

Largest asset managers voting on “REELECT JEANETTE WONG AS DIRECTOR” at UBS GROUP AG, 2024-2025
Asset manager	For	Vote
Vanguard	95,331,804	For
Dodge & Cox	64,868,942	For
BlackRock	60,199,330	For
Fidelity	54,004,949	For
Artisan	42,397,952	For
MFS	27,264,698	For
EUPAC FUND	22,375,109	For
Capital Group	12,424,679	For
Dimensional	11,607,195	For
Investment Managers Series Trust	11,301,567	For
TIAA	10,551,241	For
Six Circles Trust	6,772,750	For
State Street	5,541,635	For
Bridge Builder Trust	5,260,922	For
JPMorgan	4,142,029	For
WisdomTree	3,287,026	For
John Hancock	2,841,253	For
Perpetual Americas Funds Trust	2,718,576	For
Northwestern Mutual	2,398,900	For
American Century	2,301,796	For
Goldman Sachs	1,786,403	For
DWS	1,704,113	For
Jackson National	1,614,813	For
Brighthouse	1,565,457	For
Equitable	1,426,153	For

Showing the 25 largest of 90 asset managers. See all 90 in the interactive database.

21. REELECT JEREMY ANDERSON AS DIRECTOR

DIRECTOR ELECTIONS

Meeting held 2025-04-10; no official results are on file for this meeting.

100% fund support · no official result

FOR 100%

The 90 asset managers below cast 100% of the shares they voted on this item FOR (470,624,118 for, 0 against).

FOR: 470,624,118 (100.0%)

Largest asset managers voting on “REELECT JEREMY ANDERSON AS DIRECTOR” at UBS GROUP AG, 2024-2025
Asset manager	For	Vote
Vanguard	95,331,804	For
Dodge & Cox	64,868,942	For
BlackRock	60,199,330	For
Fidelity	54,004,949	For
Artisan	42,397,952	For
MFS	27,264,698	For
EUPAC FUND	22,375,109	For
Capital Group	12,424,679	For
Dimensional	11,607,195	For
Investment Managers Series Trust	11,301,567	For
TIAA	10,551,241	For
Six Circles Trust	6,772,750	For
State Street	5,541,635	For
Bridge Builder Trust	5,260,922	For
JPMorgan	4,142,029	For
WisdomTree	3,287,026	For
John Hancock	2,841,253	For
Perpetual Americas Funds Trust	2,718,576	For
Northwestern Mutual	2,398,900	For
American Century	2,301,796	For
Goldman Sachs	1,786,403	For
DWS	1,704,113	For
Jackson National	1,614,813	For
Brighthouse	1,565,457	For
Equitable	1,426,153	For

Showing the 25 largest of 90 asset managers. See all 90 in the interactive database.

22. REELECT JULIE RICHARDSON AS DIRECTOR

DIRECTOR ELECTIONS

Meeting held 2025-04-10; no official results are on file for this meeting.

99.9% fund support · no official result

FOR 99.9%

The 90 asset managers below cast 99.9% of the shares they voted on this item FOR (470,520,058 for, 104,060 against).

FOR: 470,520,058 (100.0%)AGAINST: 104,060 (0.0%)

Largest asset managers voting on “REELECT JULIE RICHARDSON AS DIRECTOR” at UBS GROUP AG, 2024-2025
Asset manager	For	Vote
Vanguard	95,331,804	For
Dodge & Cox	64,868,942	For
BlackRock	60,199,330	For
Fidelity	54,004,949	For
Artisan	42,397,952	For
MFS	27,264,698	For
EUPAC FUND	22,375,109	For
Capital Group	12,424,679	For
Dimensional	11,607,195	For
Investment Managers Series Trust	11,301,567	For
TIAA	10,551,241	For
Six Circles Trust	6,772,750	For
State Street	5,541,635	For
Bridge Builder Trust	5,260,922	For
JPMorgan	4,142,029	For
WisdomTree	3,287,026	For
John Hancock	2,841,253	For
Perpetual Americas Funds Trust	2,718,576	For
Northwestern Mutual	2,398,900	For
American Century	2,301,796	For
Goldman Sachs	1,786,403	For
DWS	1,704,113	For
Jackson National	1,614,813	For
Brighthouse	1,565,457	For
Equitable	1,426,153	For

Showing the 25 largest of 90 asset managers. See all 90 in the interactive database.

23. REELECT LUKAS GAEHWILER AS DIRECTOR

DIRECTOR ELECTIONS

Meeting held 2025-04-10; no official results are on file for this meeting.

98% fund support · no official result

FOR 98%

The 90 asset managers below cast 98% of the shares they voted on this item FOR (460,929,850 for, 9,694,268 against).

FOR: 460,929,850 (97.9%)AGAINST: 9,694,268 (2.1%)

Largest asset managers voting on “REELECT LUKAS GAEHWILER AS DIRECTOR” at UBS GROUP AG, 2024-2025
Asset manager	For	Against	Vote
Vanguard	95,331,804	0	For
Dodge & Cox	64,868,942	0	For
BlackRock	60,199,330	0	For
Fidelity	54,004,949	0	For
Artisan	42,397,952	0	For
MFS	27,264,698	0	For
EUPAC FUND	22,375,109	0	For
Capital Group	12,424,679	0	For
Dimensional	11,607,195	0	For
Investment Managers Series Trust	11,301,567	0	For
TIAA	10,551,241	0	For
Six Circles Trust	6,772,750	0	For
State Street	0	5,541,635	Against
Bridge Builder Trust	4,937,064	323,858	For
JPMorgan	4,142,029	0	For
WisdomTree	3,287,026	0	For
John Hancock	2,727,427	113,826	For
Perpetual Americas Funds Trust	2,718,576	0	For
Northwestern Mutual	2,398,900	0	For
American Century	2,301,796	0	For
Goldman Sachs	1,786,403	0	For
DWS	1,704,113	0	For
Jackson National	1,614,813	0	For
Brighthouse	1,565,457	0	For
Equitable	1,426,153	0	For

Showing the 25 largest of 90 asset managers. See all 90 in the interactive database.

24. REELECT MARK HUGHES AS DIRECTOR

DIRECTOR ELECTIONS

Meeting held 2025-04-10; no official results are on file for this meeting.

100% fund support · no official result

FOR 100%

The 90 asset managers below cast 100% of the shares they voted on this item FOR (470,624,118 for, 0 against).

FOR: 470,624,118 (100.0%)

Largest asset managers voting on “REELECT MARK HUGHES AS DIRECTOR” at UBS GROUP AG, 2024-2025
Asset manager	For	Vote
Vanguard	95,331,804	For
Dodge & Cox	64,868,942	For
BlackRock	60,199,330	For
Fidelity	54,004,949	For
Artisan	42,397,952	For
MFS	27,264,698	For
EUPAC FUND	22,375,109	For
Capital Group	12,424,679	For
Dimensional	11,607,195	For
Investment Managers Series Trust	11,301,567	For
TIAA	10,551,241	For
Six Circles Trust	6,772,750	For
State Street	5,541,635	For
Bridge Builder Trust	5,260,922	For
JPMorgan	4,142,029	For
WisdomTree	3,287,026	For
John Hancock	2,841,253	For
Perpetual Americas Funds Trust	2,718,576	For
Northwestern Mutual	2,398,900	For
American Century	2,301,796	For
Goldman Sachs	1,786,403	For
DWS	1,704,113	For
Jackson National	1,614,813	For
Brighthouse	1,565,457	For
Equitable	1,426,153	For

Showing the 25 largest of 90 asset managers. See all 90 in the interactive database.

25. REELECT PATRICK FIRMENICH AS DIRECTOR

DIRECTOR ELECTIONS

Meeting held 2025-04-10; no official results are on file for this meeting.

100% fund support · no official result

FOR 100%

The 90 asset managers below cast 100% of the shares they voted on this item FOR (470,624,118 for, 0 against).

FOR: 470,624,118 (100.0%)

Largest asset managers voting on “REELECT PATRICK FIRMENICH AS DIRECTOR” at UBS GROUP AG, 2024-2025
Asset manager	For	Vote
Vanguard	95,331,804	For
Dodge & Cox	64,868,942	For
BlackRock	60,199,330	For
Fidelity	54,004,949	For
Artisan	42,397,952	For
MFS	27,264,698	For
EUPAC FUND	22,375,109	For
Capital Group	12,424,679	For
Dimensional	11,607,195	For
Investment Managers Series Trust	11,301,567	For
TIAA	10,551,241	For
Six Circles Trust	6,772,750	For
State Street	5,541,635	For
Bridge Builder Trust	5,260,922	For
JPMorgan	4,142,029	For
WisdomTree	3,287,026	For
John Hancock	2,841,253	For
Perpetual Americas Funds Trust	2,718,576	For
Northwestern Mutual	2,398,900	For
American Century	2,301,796	For
Goldman Sachs	1,786,403	For
DWS	1,704,113	For
Jackson National	1,614,813	For
Brighthouse	1,565,457	For
Equitable	1,426,153	For

Showing the 25 largest of 90 asset managers. See all 90 in the interactive database.

26. REELECT WILLIAM DUDLEY AS DIRECTOR

DIRECTOR ELECTIONS

Meeting held 2025-04-10; no official results are on file for this meeting.

100% fund support · no official result

FOR 100%

The 90 asset managers below cast 100% of the shares they voted on this item FOR (470,624,118 for, 0 against).

FOR: 470,624,118 (100.0%)

Largest asset managers voting on “REELECT WILLIAM DUDLEY AS DIRECTOR” at UBS GROUP AG, 2024-2025
Asset manager	For	Vote
Vanguard	95,331,804	For
Dodge & Cox	64,868,942	For
BlackRock	60,199,330	For
Fidelity	54,004,949	For
Artisan	42,397,952	For
MFS	27,264,698	For
EUPAC FUND	22,375,109	For
Capital Group	12,424,679	For
Dimensional	11,607,195	For
Investment Managers Series Trust	11,301,567	For
TIAA	10,551,241	For
Six Circles Trust	6,772,750	For
State Street	5,541,635	For
Bridge Builder Trust	5,260,922	For
JPMorgan	4,142,029	For
WisdomTree	3,287,026	For
John Hancock	2,841,253	For
Perpetual Americas Funds Trust	2,718,576	For
Northwestern Mutual	2,398,900	For
American Century	2,301,796	For
Goldman Sachs	1,786,403	For
DWS	1,704,113	For
Jackson National	1,614,813	For
Brighthouse	1,565,457	For
Equitable	1,426,153	For

Showing the 25 largest of 90 asset managers. See all 90 in the interactive database.

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

CORPORATE GOVERNANCE

Meeting held 2025-04-10; no official results are on file for this meeting.

100% fund support · no official result

FOR 100%

The 69 asset managers below cast 100% of the shares they voted on this item FOR (377,035,924 for, 0 against).

FOR: 377,035,924 (100.0%)

Largest asset managers voting on “Designate ADB Altorfer Duss & Beilstein AG as Independent Proxy” at UBS GROUP AG, 2024-2025
Asset manager	For	Vote
Vanguard	95,331,804	For
Dodge & Cox	64,868,942	For
Fidelity	54,004,949	For
Artisan	42,397,952	For
MFS	27,264,698	For
EUPAC FUND	22,375,109	For
Capital Group	12,424,679	For
Dimensional	11,607,195	For
TIAA	10,551,241	For
State Street	5,541,635	For
WisdomTree	3,287,026	For
Perpetual Americas Funds Trust	2,718,576	For
Northwestern Mutual	2,398,900	For
American Century	2,301,796	For
Goldman Sachs	1,786,403	For
DWS	1,704,113	For
Brighthouse	1,565,457	For
Equitable	1,426,153	For
Victory Capital	1,379,562	For
Northern Trust	1,101,449	For
Thrivent	1,048,890	For
Empower	862,553	For
AIG/SunAmerica	846,941	For
Columbia Threadneedle	609,763	For
Lincoln Financial	577,062	For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

28. Ratify Ernst & Young AG as Auditors

AUDIT-RELATED

Meeting held 2025-04-10; no official results are on file for this meeting.

99.8% fund support · no official result

FOR 99.8%

The 69 asset managers below cast 99.8% of the shares they voted on this item FOR (376,605,122 for, 430,802 against).

FOR: 376,605,122 (99.9%)AGAINST: 430,802 (0.1%)

Largest asset managers voting on “Ratify Ernst & Young AG as Auditors” at UBS GROUP AG, 2024-2025
Asset manager	For	Vote
Vanguard	95,331,804	For
Dodge & Cox	64,868,942	For
Fidelity	54,004,949	For
Artisan	42,397,952	For
MFS	27,264,698	For
EUPAC FUND	22,375,109	For
Capital Group	12,424,679	For
Dimensional	11,607,195	For
TIAA	10,551,241	For
State Street	5,541,635	For
WisdomTree	3,287,026	For
Perpetual Americas Funds Trust	2,718,576	For
Northwestern Mutual	2,398,900	For
American Century	2,301,796	For
Goldman Sachs	1,786,403	For
DWS	1,704,113	For
Brighthouse	1,565,457	For
Equitable	1,426,153	For
Victory Capital	1,379,562	For
Northern Trust	1,101,449	For
Thrivent	1,048,890	For
Empower	862,553	For
AIG/SunAmerica	846,941	For
Columbia Threadneedle	609,763	For
Lincoln Financial	577,062	For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

29. Transact Other Business (Voting)

CORPORATE GOVERNANCE

Meeting held 2025-04-10; no official results are on file for this meeting.

0% fund support · no official result

AGAINST 99.7%

The 69 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 375,994,180 against).

AGAINST: 375,994,180 (99.7%)ABSTAIN: 1,041,744 (0.3%)

Largest asset managers voting on “Transact Other Business (Voting)” at UBS GROUP AG, 2024-2025
Asset manager	Against	Abstain	Vote
Vanguard	95,331,804	0	Against
Dodge & Cox	64,868,942	0	Against
Fidelity	54,004,949	0	Against
Artisan	42,397,952	0	Against
MFS	27,264,698	0	Against
EUPAC FUND	22,375,109	0	Against
Capital Group	12,424,679	0	Against
Dimensional	11,607,195	0	Against
TIAA	10,551,241	0	Against
State Street	5,541,635	0	Against
WisdomTree	3,287,026	0	Against
Perpetual Americas Funds Trust	2,718,576	0	Against
Northwestern Mutual	2,398,900	0	Against
American Century	2,301,796	0	Against
Goldman Sachs	1,786,403	0	Against
DWS	1,704,113	0	Against
Brighthouse	1,565,457	0	Against
Equitable	773,314	652,839	Against
Victory Capital	1,379,562	0	Against
Northern Trust	1,101,449	0	Against
Thrivent	1,048,890	0	Against
Empower	862,553	0	Against
AIG/SunAmerica	846,941	0	Against
Columbia Threadneedle	609,763	0	Against
Lincoln Financial	577,062	0	Against

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

30. Approval of the maximum aggregate amount of fixed compensation for the members of the Group Executive Board for the 2026 financial year

COMPENSATION

Meeting held 2025-04-10; no official results are on file for this meeting.

Combines 2 wordings of this item as funds reported it.

99.5% fund support · no official result

FOR 99%

The 48 asset managers below cast 99.5% of the shares they voted on this item FOR (3,191,710 for, 15,356 against).

FOR: 3,191,710 (98.7%)AGAINST: 15,356 (0.5%)ABSTAIN: 25,090 (0.8%)

Largest asset managers voting on “Approval of the maximum aggregate amount of fixed compensation for the members of the Group Executive Board fo” at UBS GROUP AG, 2024-2025
Asset manager	For	Against	Abstain	Vote
Advisor Managed Portfolios	1,600,000	0	0	For
Janney Montgomery Scott LLC	485,787	0	0	For
John Hancock	347,359	0	0	For
TRUST FOR PROFESSIONAL MANAGERS	125,806	0	0	For
MITCHELL & PAHL PRIVATE WEALTH, LLC	106,763	0	0	For
Timber Creek Capital Management LLC	103,791	0	0	For
MITCHELL CAPITAL MANAGEMENT CO	93,265	0	0	For
Chesapeake Investment Trust	64,180	0	0	For
UNITED CAPITAL FINANCIAL ADVISORS, LLC	51,013	0	0	For
CALDWELL & ORKIN FUNDS INC	46,000	0	0	For
NORTHERN LIGHTS FUND TRUST II	42,828	0	0	For
Investment Managers Series Trust	34,300	0	0	For
Gabelli	34,000	0	0	For
ELEVATION POINT WEALTH PARTNERS, LLC	0	0	25,090	Abstain
Stonegate Investment Group, LLC	12,347	0	0	For
Knights of Columbus Asset Advisors LLC	0	9,793	0	Against
LEUTHOLD GROUP, LLC	9,088	0	0	For
Brown Miller Wealth Management, LLC	7,159	0	0	For
Penobscot Investment Management Company, Inc.	5,000	0	0	For
SAPIENT CAPITAL LLC	4,406	0	0	For
Managed Portfolio Series	3,235	0	0	For
BUCKHEAD CAPITAL MANAGEMENT LLC	0	3,000	0	Against
Burns Matteson Capital Management, LLC	2,715	0	0	For
CITY NATIONAL ROCHDALE FUNDS	2,199	0	0	For
CARY STREET PARTNERS FINANCIAL LLC	2,074	0	0	For

Showing the 25 largest of 48 asset managers. See all 48 in the interactive database.

31. Approval of the aggregate amount of variable compensation for the members of the Group Executive Board for the 2024 financial year

COMPENSATION

Meeting held 2025-04-10; no official results are on file for this meeting.

Combines 2 wordings of this item as funds reported it.

99.5% fund support · no official result

FOR 99%

The 47 asset managers below cast 99.5% of the shares they voted on this item FOR (3,191,688 for, 15,356 against).

FOR: 3,191,688 (98.7%)AGAINST: 15,356 (0.5%)ABSTAIN: 25,090 (0.8%)

Largest asset managers voting on “Approval of the aggregate amount of variable compensation for the members of the Group Executive Board for the” at UBS GROUP AG, 2024-2025
Asset manager	For	Against	Abstain	Vote
Advisor Managed Portfolios	1,600,000	0	0	For
Janney Montgomery Scott LLC	485,787	0	0	For
John Hancock	347,359	0	0	For
TRUST FOR PROFESSIONAL MANAGERS	125,806	0	0	For
MITCHELL & PAHL PRIVATE WEALTH, LLC	106,763	0	0	For
Timber Creek Capital Management LLC	103,791	0	0	For
MITCHELL CAPITAL MANAGEMENT CO	93,265	0	0	For
Chesapeake Investment Trust	64,180	0	0	For
UNITED CAPITAL FINANCIAL ADVISORS, LLC	51,013	0	0	For
CALDWELL & ORKIN FUNDS INC	46,000	0	0	For
NORTHERN LIGHTS FUND TRUST II	42,828	0	0	For
Investment Managers Series Trust	34,300	0	0	For
Gabelli	34,000	0	0	For
ELEVATION POINT WEALTH PARTNERS, LLC	0	0	25,090	Abstain
Stonegate Investment Group, LLC	12,347	0	0	For
Knights of Columbus Asset Advisors LLC	0	9,793	0	Against
LEUTHOLD GROUP, LLC	9,088	0	0	For
Brown Miller Wealth Management, LLC	7,159	0	0	For
Penobscot Investment Management Company, Inc.	5,000	0	0	For
SAPIENT CAPITAL LLC	4,406	0	0	For
Managed Portfolio Series	3,235	0	0	For
BUCKHEAD CAPITAL MANAGEMENT LLC	0	3,000	0	Against
Burns Matteson Capital Management, LLC	2,715	0	0	For
CITY NATIONAL ROCHDALE FUNDS	2,199	0	0	For
CARY STREET PARTNERS FINANCIAL LLC	2,074	0	0	For

Showing the 25 largest of 47 asset managers. See all 47 in the interactive database.

32. Approval of the maximum aggregate amount of compensation for the members of the Board of Directors from the 2025 AGM to the 2026 AGM

COMPENSATION

Meeting held 2025-04-10; no official results are on file for this meeting.

Combines 2 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.1%

The 46 asset managers below cast 100% of the shares they voted on this item FOR (3,103,180 for, 0 against).

FOR: 3,103,180 (99.2%)ABSTAIN: 25,090 (0.8%)

Largest asset managers voting on “Approval of the maximum aggregate amount of compensation for the members of the Board of Directors from the 20” at UBS GROUP AG, 2024-2025
Asset manager	For	Abstain	Vote
Advisor Managed Portfolios	1,600,000	0	For
Janney Montgomery Scott LLC	485,787	0	For
John Hancock	347,359	0	For
TRUST FOR PROFESSIONAL MANAGERS	125,806	0	For
MITCHELL & PAHL PRIVATE WEALTH, LLC	106,763	0	For
MITCHELL CAPITAL MANAGEMENT CO	93,265	0	For
Chesapeake Investment Trust	64,180	0	For
UNITED CAPITAL FINANCIAL ADVISORS, LLC	51,013	0	For
CALDWELL & ORKIN FUNDS INC	46,000	0	For
NORTHERN LIGHTS FUND TRUST II	42,828	0	For
Investment Managers Series Trust	34,300	0	For
Gabelli	34,000	0	For
ELEVATION POINT WEALTH PARTNERS, LLC	0	25,090	Abstain
Stonegate Investment Group, LLC	12,347	0	For
Knights of Columbus Asset Advisors LLC	9,793	0	For
LEUTHOLD GROUP, LLC	9,088	0	For
Brown Miller Wealth Management, LLC	7,159	0	For
Penobscot Investment Management Company, Inc.	5,000	0	For
SAPIENT CAPITAL LLC	4,406	0	For
Managed Portfolio Series	3,235	0	For
BUCKHEAD CAPITAL MANAGEMENT LLC	3,000	0	For
Burns Matteson Capital Management, LLC	2,715	0	For
CITY NATIONAL ROCHDALE FUNDS	2,199	0	For
CARY STREET PARTNERS FINANCIAL LLC	2,074	0	For
Evolution Wealth Advisors, LLC	1,779	0	For

Showing the 25 largest of 46 asset managers. See all 46 in the interactive database.

33. Elect Gail P. Kelly

DIRECTOR ELECTIONS

Meeting held 2025-04-10; no official results are on file for this meeting.

Combines 5 wordings of this item as funds reported it.

92% fund support · no official result

FOR 17%NOT VOTED 81%

The 38 asset managers below cast 92% of the shares they voted on this item FOR (4,412,700 for, 401,191 against).

FOR: 4,412,700 (17.5%)AGAINST: 401,191 (1.6%)NOT VOTED: 20,462,731 (81.0%)

Largest asset managers voting on “Elect Gail P. Kelly” at UBS GROUP AG, 2024-2025
Asset manager	For	Against	Vote
Charles Schwab	0	0	Not Voted
Vanguard	0	0	Not Voted
Hartford	3,399	0	Not Voted
Russell Investments	0	0	Not Voted
Advisor Managed Portfolios	1,600,000	0	For
SEI	0	0	Not Voted
Datum One Series Trust	847,670	0	For
Federated Hermes	675,810	0	For
Adviser Managed Trust	0	0	Not Voted
Mercer Funds	192,166	401,128	Against
Pacific Life	0	0	Not Voted
John Hancock	347,359	0	For
Nationwide	0	0	Not Voted
TRUST FOR PROFESSIONAL MANAGERS	125,806	0	For
Victory Capital	0	0	Not Voted
2023 ETF Series Trust	110,218	0	For
Advisors' Inner Circle Fund III	100,031	0	For
Empower	71,900	0	For
SEI Exchange Traded Funds	0	0	Not Voted
Chesapeake Investment Trust	64,180	0	For
Equitable	61,105	0	For
CALDWELL & ORKIN FUNDS INC	46,000	0	For
NORTHERN LIGHTS FUND TRUST II	42,828	0	For
Investment Managers Series Trust	34,300	0	For
Gabelli	34,000	0	For

Showing the 25 largest of 38 asset managers. See all 38 in the interactive database.

34. Elect Jeanette Wong

DIRECTOR ELECTIONS

Meeting held 2025-04-10; no official results are on file for this meeting.

Combines 5 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 19%NOT VOTED 81%

The 38 asset managers below cast 99.9% of the shares they voted on this item FOR (4,813,832 for, 59 against).

FOR: 4,813,832 (19.0%)AGAINST: 59 (0.0%)NOT VOTED: 20,462,731 (81.0%)

Largest asset managers voting on “Elect Jeanette Wong” at UBS GROUP AG, 2024-2025
Asset manager	For	Vote
Charles Schwab	0	Not Voted
Vanguard	0	Not Voted
Hartford	3,399	Not Voted
Russell Investments	0	Not Voted
Advisor Managed Portfolios	1,600,000	For
SEI	0	Not Voted
Datum One Series Trust	847,670	For
Federated Hermes	675,810	For
Adviser Managed Trust	0	Not Voted
Mercer Funds	593,294	For
Pacific Life	0	Not Voted
John Hancock	347,359	For
Nationwide	0	Not Voted
TRUST FOR PROFESSIONAL MANAGERS	125,806	For
Victory Capital	0	Not Voted
2023 ETF Series Trust	110,218	For
Advisors' Inner Circle Fund III	100,031	For
Empower	71,900	For
SEI Exchange Traded Funds	0	Not Voted
Chesapeake Investment Trust	64,180	For
Equitable	61,105	For
CALDWELL & ORKIN FUNDS INC	46,000	For
NORTHERN LIGHTS FUND TRUST II	42,828	For
Investment Managers Series Trust	34,300	For
Gabelli	34,000	For

Showing the 25 largest of 38 asset managers. See all 38 in the interactive database.

35. Elect Jeremy Anderson

DIRECTOR ELECTIONS

Meeting held 2025-04-10; no official results are on file for this meeting.

Combines 5 wordings of this item as funds reported it.

99.5% fund support · no official result

FOR 19%NOT VOTED 81%

The 38 asset managers below cast 99.5% of the shares they voted on this item FOR (4,793,894 for, 19,997 against).

FOR: 4,793,894 (19.0%)AGAINST: 19,997 (0.1%)NOT VOTED: 20,462,731 (81.0%)

Largest asset managers voting on “Elect Jeremy Anderson” at UBS GROUP AG, 2024-2025
Asset manager	For	Against	Vote
Charles Schwab	0	0	Not Voted
Vanguard	0	0	Not Voted
Hartford	0	3,399	Not Voted
Russell Investments	0	0	Not Voted
Advisor Managed Portfolios	1,600,000	0	For
SEI	0	0	Not Voted
Datum One Series Trust	847,670	0	For
Federated Hermes	675,810	0	For
Adviser Managed Trust	0	0	Not Voted
Mercer Funds	593,294	0	For
Pacific Life	0	0	Not Voted
John Hancock	347,359	0	For
Nationwide	0	0	Not Voted
TRUST FOR PROFESSIONAL MANAGERS	125,806	0	For
Victory Capital	0	0	Not Voted
2023 ETF Series Trust	110,218	0	For
Advisors' Inner Circle Fund III	100,031	0	For
Empower	71,900	0	For
SEI Exchange Traded Funds	0	0	Not Voted
Chesapeake Investment Trust	64,180	0	For
Equitable	61,105	0	For
CALDWELL & ORKIN FUNDS INC	46,000	0	For
NORTHERN LIGHTS FUND TRUST II	42,828	0	For
Investment Managers Series Trust	34,300	0	For
Gabelli	34,000	0	For

Showing the 25 largest of 38 asset managers. See all 38 in the interactive database.

36. Elect Julie G. Richardson

DIRECTOR ELECTIONS

Meeting held 2025-04-10; no official results are on file for this meeting.

Combines 6 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 19%NOT VOTED 81%

The 38 asset managers below cast 99.9% of the shares they voted on this item FOR (4,813,832 for, 59 against).

FOR: 4,813,832 (19.0%)AGAINST: 59 (0.0%)NOT VOTED: 20,462,731 (81.0%)

Largest asset managers voting on “Elect Julie G. Richardson” at UBS GROUP AG, 2024-2025
Asset manager	For	Vote
Charles Schwab	0	Not Voted
Vanguard	0	Not Voted
Hartford	3,399	Not Voted
Russell Investments	0	Not Voted
Advisor Managed Portfolios	1,600,000	For
SEI	0	Not Voted
Datum One Series Trust	847,670	For
Federated Hermes	675,810	For
Adviser Managed Trust	0	Not Voted
Mercer Funds	593,294	For
Pacific Life	0	Not Voted
John Hancock	347,359	For
Nationwide	0	Not Voted
TRUST FOR PROFESSIONAL MANAGERS	125,806	For
Victory Capital	0	Not Voted
2023 ETF Series Trust	110,218	For
Advisors' Inner Circle Fund III	100,031	For
Empower	71,900	For
SEI Exchange Traded Funds	0	Not Voted
Chesapeake Investment Trust	64,180	For
Equitable	61,105	For
CALDWELL & ORKIN FUNDS INC	46,000	For
NORTHERN LIGHTS FUND TRUST II	42,828	For
Investment Managers Series Trust	34,300	For
Gabelli	34,000	For

Showing the 25 largest of 38 asset managers. See all 38 in the interactive database.

37. Elect Mark Hughes

DIRECTOR ELECTIONS

Meeting held 2025-04-10; no official results are on file for this meeting.

Combines 5 wordings of this item as funds reported it.

100% fund support · no official result

FOR 19%NOT VOTED 81%

The 38 asset managers below cast 100% of the shares they voted on this item FOR (4,813,891 for, 0 against).

FOR: 4,813,891 (19.0%)NOT VOTED: 20,462,731 (81.0%)

Largest asset managers voting on “Elect Mark Hughes” at UBS GROUP AG, 2024-2025
Asset manager	For	Vote
Charles Schwab	0	Not Voted
Vanguard	0	Not Voted
Hartford	3,399	Not Voted
Russell Investments	0	Not Voted
Advisor Managed Portfolios	1,600,000	For
SEI	0	Not Voted
Datum One Series Trust	847,670	For
Federated Hermes	675,810	For
Adviser Managed Trust	0	Not Voted
Mercer Funds	593,294	For
Pacific Life	0	Not Voted
John Hancock	347,359	For
Nationwide	0	Not Voted
TRUST FOR PROFESSIONAL MANAGERS	125,806	For
Victory Capital	0	Not Voted
2023 ETF Series Trust	110,218	For
Advisors' Inner Circle Fund III	100,031	For
Empower	71,900	For
SEI Exchange Traded Funds	0	Not Voted
Chesapeake Investment Trust	64,180	For
Equitable	61,105	For
CALDWELL & ORKIN FUNDS INC	46,000	For
NORTHERN LIGHTS FUND TRUST II	42,828	For
Investment Managers Series Trust	34,300	For
Gabelli	34,000	For

Showing the 25 largest of 38 asset managers. See all 38 in the interactive database.

38. Elect Patrick Firmenich

DIRECTOR ELECTIONS

Meeting held 2025-04-10; no official results are on file for this meeting.

Combines 5 wordings of this item as funds reported it.

100% fund support · no official result

FOR 19%NOT VOTED 81%

The 38 asset managers below cast 100% of the shares they voted on this item FOR (4,813,891 for, 0 against).

FOR: 4,813,891 (19.0%)NOT VOTED: 20,462,731 (81.0%)

Largest asset managers voting on “Elect Patrick Firmenich” at UBS GROUP AG, 2024-2025
Asset manager	For	Vote
Charles Schwab	0	Not Voted
Vanguard	0	Not Voted
Hartford	3,399	Not Voted
Russell Investments	0	Not Voted
Advisor Managed Portfolios	1,600,000	For
SEI	0	Not Voted
Datum One Series Trust	847,670	For
Federated Hermes	675,810	For
Adviser Managed Trust	0	Not Voted
Mercer Funds	593,294	For
Pacific Life	0	Not Voted
John Hancock	347,359	For
Nationwide	0	Not Voted
TRUST FOR PROFESSIONAL MANAGERS	125,806	For
Victory Capital	0	Not Voted
2023 ETF Series Trust	110,218	For
Advisors' Inner Circle Fund III	100,031	For
Empower	71,900	For
SEI Exchange Traded Funds	0	Not Voted
Chesapeake Investment Trust	64,180	For
Equitable	61,105	For
CALDWELL & ORKIN FUNDS INC	46,000	For
NORTHERN LIGHTS FUND TRUST II	42,828	For
Investment Managers Series Trust	34,300	For
Gabelli	34,000	For

Showing the 25 largest of 38 asset managers. See all 38 in the interactive database.

39. Elect William C. Dudley

DIRECTOR ELECTIONS

Meeting held 2025-04-10; no official results are on file for this meeting.

Combines 5 wordings of this item as funds reported it.

100% fund support · no official result

FOR 19%NOT VOTED 81%

The 38 asset managers below cast 100% of the shares they voted on this item FOR (4,813,891 for, 0 against).

FOR: 4,813,891 (19.0%)NOT VOTED: 20,462,731 (81.0%)

Largest asset managers voting on “Elect William C. Dudley” at UBS GROUP AG, 2024-2025
Asset manager	For	Vote
Charles Schwab	0	Not Voted
Vanguard	0	Not Voted
Hartford	3,399	Not Voted
Russell Investments	0	Not Voted
Advisor Managed Portfolios	1,600,000	For
SEI	0	Not Voted
Datum One Series Trust	847,670	For
Federated Hermes	675,810	For
Adviser Managed Trust	0	Not Voted
Mercer Funds	593,294	For
Pacific Life	0	Not Voted
John Hancock	347,359	For
Nationwide	0	Not Voted
TRUST FOR PROFESSIONAL MANAGERS	125,806	For
Victory Capital	0	Not Voted
2023 ETF Series Trust	110,218	For
Advisors' Inner Circle Fund III	100,031	For
Empower	71,900	For
SEI Exchange Traded Funds	0	Not Voted
Chesapeake Investment Trust	64,180	For
Equitable	61,105	For
CALDWELL & ORKIN FUNDS INC	46,000	For
NORTHERN LIGHTS FUND TRUST II	42,828	For
Investment Managers Series Trust	34,300	For
Gabelli	34,000	For

Showing the 25 largest of 38 asset managers. See all 38 in the interactive database.

40. Elect Lila Tretikov

DIRECTOR ELECTIONS

Meeting held 2025-04-10; no official results are on file for this meeting.

Combines 5 wordings of this item as funds reported it.

100% fund support · no official result

FOR 19%NOT VOTED 81%

The 37 asset managers below cast 100% of the shares they voted on this item FOR (4,788,891 for, 0 against).

FOR: 4,788,891 (19.0%)NOT VOTED: 20,462,731 (81.0%)

Largest asset managers voting on “Elect Lila Tretikov” at UBS GROUP AG, 2024-2025
Asset manager	For	Vote
Charles Schwab	0	Not Voted
Vanguard	0	Not Voted
Hartford	3,399	Not Voted
Russell Investments	0	Not Voted
Advisor Managed Portfolios	1,600,000	For
SEI	0	Not Voted
Datum One Series Trust	847,670	For
Federated Hermes	675,810	For
Adviser Managed Trust	0	Not Voted
Mercer Funds	593,294	For
Pacific Life	0	Not Voted
John Hancock	347,359	For
Nationwide	0	Not Voted
TRUST FOR PROFESSIONAL MANAGERS	125,806	For
Victory Capital	0	Not Voted
2023 ETF Series Trust	110,218	For
Advisors' Inner Circle Fund III	100,031	For
Empower	71,900	For
SEI Exchange Traded Funds	0	Not Voted
Chesapeake Investment Trust	64,180	For
Equitable	61,105	For
CALDWELL & ORKIN FUNDS INC	46,000	For
NORTHERN LIGHTS FUND TRUST II	42,828	For
Investment Managers Series Trust	34,300	For
Gabelli	34,000	For

Showing the 25 largest of 37 asset managers. See all 37 in the interactive database.

Showing the 40 reported items with the widest manager coverage, of 93 in total. View every item.

Largest UBS GROUP AG shareholders voting in 2024-2025

Ranked by the number of UBS GROUP AG shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 3,462,087,722 shares outstanding at the time of that meeting.

Top UBS GROUP AG shareholders by shares voted, 2024-2025
#	Asset manager	% of shares outstanding
1	WCM INVESTMENT MANAGEMENT, LLC	0.12%
2	Natixis	0.12%
3	Northern Trust	0.12%
4	BlackRock	0.09%
5	Advisor Managed Portfolios	0.05%
6	ENVESTNET ASSET MANAGEMENT INC	0.03%
7	RAYMOND JAMES & ASSOCIATES	0.02%
8	LEVIN CAPITAL STRATEGIES, L.P.	0.01%
9	John Hancock	0.01%
10	PNC BANK, NATIONAL ASSOCIATION	<0.01%

Reported UBS GROUP AG ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

UBS GROUP AG beneficial owners on record for the 2024-2025 proxy season
Holder	% outstanding	Disclosure
Norges Bank	4.80%	13F
Vanguard Group	3.80%	13F
FMR (Fidelity)	2.05%	13F
Goldman Sachs	1.09%	13F
JPMorgan Chase	0.94%	13F
UBS Group AG	0.50%	13G
Wellington Management	0.35%	13F
Nuveen	0.34%	13F
BNY Mellon	0.25%	13F
Morgan Stanley	0.24%	13F

Percentages above are of 3,462,087,722 shares outstanding, as reported by UBS GROUP AG on its Form 20-F dated 2024-12-31 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, 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 2024-12-31. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.

At UBS GROUP AG's shareholder meeting held 2025-04-10, in the 2024-2025 proxy season, 370 asset managers reported how they voted in their SEC Form N-PX filings, covering 11,609 separate fund positions. Their filings are grouped here into 93 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 2024 — the reporting funds cast 99.2% of the shares they voted in favour (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.

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