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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. 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

103 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 its N-PX category; see the method note on the overview page.
CompanyMeetingProposalCategory On the ballot fromUBS votedFunds
NIKE INC. 2023-09-12 To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder FOR 4
ALPHABET INC. 2024-06-07 Stockholder proposal regarding a human rights assessment of Al-driven targeted ad policies Human Rights or Human Capital/workforce Shareholder FOR 3
ALPHABET INC. 2024-06-07 Stockholder proposal regarding a lobbying report Other Social Issues Shareholder FOR 3
ALPHABET INC. 2024-06-07 Stockholder proposal regarding a report on generative Al misinformation and disinformation risks Other Social Issues Shareholder FOR 3
ALPHABET INC. 2024-06-07 Stockholder proposal regarding a report on online safety for children Other Social Issues Shareholder FOR 3
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate Shareholder FOR 3
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON FREEDOM OF ASSOCIATION Human Rights or Human Capital/workforce Shareholder FOR 3
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON LOBBYING Other Social Issues Shareholder FOR 3
AMAZON.COM INC. 2024-05-22 SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING Environment or Climate Shareholder FOR 3
APPLE INC. 2024-02-28 A shareholder proposal entitled "Racial and Gender Pay Gaps" Diversity, Equity, and Inclusion Shareholder FOR 3
APPLE INC. 2024-02-28 A shareholder proposal requesting a report on the use of Al Other Social Issues Shareholder FOR 3
CHIPOTLE MEXICAN GRILL INC. 2024-06-06 Shareholder Proposal - Requesting an audit of safety practices. Human Rights or Human Capital/workforce Shareholder FOR 3
ELI LILLY AND CO. 2024-05-06 Shareholder proposal to publish an annual report disclosing lobbying activities. Other Social Issues Shareholder FOR 3
MASTERCARD INC. 2024-06-18 Consideration of a stockholder proposal requesting transparency in lobbying Other Social Issues Shareholder FOR 3
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding human rights impact assessment on AI systems driving targeted advertising. Human Rights or Human Capital/workforce Shareholder FOR 3
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. Other Social Issues Shareholder FOR 3
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding report on framework to assess company lobbying alignment with climate goals. Environment or Climate Shareholder FOR 3
META PLATFORMS INC. 2024-05-29 A shareholder proposal regarding report on generative AI misinformation and disinformation risks. Other Social Issues Shareholder FOR 3
ORACLE CORP. 2023-11-15 Stockholder Proposal Regarding Pay Gap Report Diversity, Equity, and Inclusion Shareholder FOR 3
AIRBNB INC. 2024-06-05 Stockholder proposal regarding political disclosure, if properly presented at the Annual Meeting. Other Social Issues Shareholder FOR 2
AMERICAN EXPRESS CO. 2024-05-06 Shareholder proposal relating to climate lobbying. Environment or Climate Shareholder FOR 2
AMERICAN TOWER CORP. 2024-05-22 To consider a stockholder proposal, if properly presented, regarding disclosure of racial and gender pay gaps. Diversity, Equity, and Inclusion Shareholder FOR 2
BERKSHIRE HATHAWAY INC. 2024-05-04 Shareholder proposal regarding how the Company intends to measure, disclose and reduce GHG emissions associated with its underwriting, insuring and investing activities. Environment or Climate Shareholder FOR 2
BERKSHIRE HATHAWAY INC. 2024-05-04 Shareholder proposal regarding the reporting on the effectiveness of the Corporation's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion Shareholder FOR 2
BERKSHIRE HATHAWAY INC. 2024-05-04 Shareholder proposal requesting that the Board of Directors disclose in a consolidated annual report GHG emissions data by scope, as well as progress toward its net-zero decarbonization goal, for Berkshire Hathaway Energy. Environment or Climate Shareholder FOR 2
CENTENE CORP. 2024-05-14 STOCKHOLDER PROPOSAL FOR MANAGING CLIMATE RISK THROUGH SCIENCE-BASED TARGETS AND TRANSITION PLANNING. Environment or Climate Shareholder FOR 2
CONSTELLATION BRANDS INC. 2023-07-18 Stockholder proposal on circular packaging. Environment or Climate Shareholder FOR 2
CONSTELLATION BRANDS INC. 2023-07-18 Stockholder proposal on greenhouse gas emissions. Environment or Climate Shareholder FOR 2
INTUITIVE SURGICAL INC. 2024-04-25 The stockholder proposal requesting a racial and gender pay gap report, if properly presented at the Annual Meeting. Diversity, Equity, and Inclusion Shareholder FOR 2
MORGAN STANLEY 2024-05-23 Shareholder proposal regarding transparency in lobbying Other Social Issues Shareholder FOR 2
MORGAN STANLEY 2024-05-23 Shareholder proposal requesting a clean energy supply financing ratio Environment or Climate Shareholder FOR 2
TJX COMPANIES INC. 2024-06-04 Shareholder proposal for a report on effectiveness of social compliance efforts in TJX's supply chain Human Rights or Human Capital/workforce Shareholder FOR 2
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Annual Climate Lobbying Congruency Report. Environment or Climate Shareholder FOR 2
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values. Other Social Issues Shareholder FOR 2
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Human Rights or Human Capital/workforce Shareholder FOR 2
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Third-Party Assessment of Respect for Freedom of Association and Collective Bargaining. Human Rights or Human Capital/workforce Shareholder FOR 2
WELLS FARGO & CO. 2024-04-30 Shareholder Proposal - Transparency in Lobbying Annual Report. Other Social Issues Shareholder FOR 2
BANK OF AMERICA CORP. 2024-04-24 Shareholder proposal requesting disclosure of clean energy financing ratio Environment or Climate Shareholder FOR 1
BANK OF AMERICA CORP. 2024-04-24 Shareholder proposal requesting report on lobbying alignment with Bank of America's climate goals Environment or Climate Shareholder FOR 1
BANK OF NEW YORK MELLON CORP. 2024-04-09 Stockholder proposal regarding transperency in lobbying, if properly presented. Other Social Issues Shareholder FOR 1
CAMPBELL SOUP CO. 2023-11-29 To vote on a shareholder proposal regarding a report on how the Company is protecting 401(k) retirement fund plan beneficiaries with a longer investment time horizon from future portfolio risk created by present-day investments in high carbon companies. Environment or Climate Shareholder FOR 1
CATERPILLAR INC. 2024-06-12 Shareholder Proposal - Lobbying Disclosure Other Social Issues Shareholder FOR 1
CENTERPOINT ENERGY INC. 2024-04-26 Shareholder proposal relating to setting additional interim and long-term Scope 3 emissions goals. Environment or Climate Shareholder FOR 1
CHARLES SCHWAB CORP. 2024-05-23 Stockholder Proposal on Pay Equity Disclosure Diversity, Equity, and Inclusion Shareholder FOR 1
CHARTER COMMUNICATIONS INC. 2024-04-23 Stockholder proposal regarding lobbying activities. Other Social Issues Shareholder FOR 1
CHARTER COMMUNICATIONS INC. 2024-04-23 Stockholder proposal regarding political expenditures report. Other Social Issues Shareholder FOR 1
CINTAS CORP. 2023-10-24 A shareholder proposal regarding greater disclosure of material corporate diversity, equity and inclusion data, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder FOR 1
CINTAS CORP. 2023-10-24 A shareholder proposal regarding managing climate risk through science-based targets and transition planning, if properly presented at the meeting. Environment or Climate Shareholder FOR 1
CISCO SYSTEMS INC. 2023-12-06 Stockholder Proposal - Approval to have Cisco's Board issue a tax transparency report in consideration of the Global Reporting Initiative's Tax Standard. Other Social Issues Shareholder FOR 1
CITIGROUP INC. 2024-04-30 Stockholder proposal requesting a report on the effectiveness of Citi's policies and practices in respecting Indigenous Peoples' rights in Citi's existing and proposed financing. Human Rights or Human Capital/workforce Shareholder FOR 1
CVS HEALTH CORP. 2024-05-16 Stockholder Proposal Requesting an Independent, Third Party Worker Rights Assessment and Report. Human Rights or Human Capital/workforce Shareholder FOR 1
DARDEN RESTAURANTS INC. 2023-09-20 To vote on a shareholder proposal requesting the Company to issue a report on the risks arising from state policies restricting reproductive health care if properly presented at the meeting. Other Social Issues Shareholder FOR 1
DARDEN RESTAURANTS INC. 2023-09-20 To vote on a shareholder proposal requesting the Company to issue greenhouse gas reduction targets if properly presented at the meeting. Environment or Climate Shareholder FOR 1
DELTA AIR LINES INC. 2024-06-20 A shareholder proposal requesting the adoption of a non-interference policy. Human Rights or Human Capital/workforce Shareholder FOR 1
DTE ENERGY CO. 2024-05-02 Vote on a shareholder proposal relating to a climate transition plan, including gas utility downstream emissions Environment or Climate Shareholder FOR 1
EXPEDITORS INTERNATIONAL OF WASHINGTON INC. 2024-05-07 Shareholder Proposal: Regarding Establishment of Near- and Long- Term Science-Based Greenhouse Gas Reduction Targets Environment or Climate Shareholder FOR 1
EXPEDITORS INTERNATIONAL OF WASHINGTON INC. 2024-05-07 Shareholder Proposal: Regarding Report on Effectiveness of DEI Efforts Diversity, Equity, and Inclusion Shareholder FOR 1
FEDEX CORP. 2023-09-21 Stockholder proposal regarding a "Just Transition" report. Environment or Climate Shareholder FOR 1
FEDEX CORP. 2023-09-21 Stockholder proposal regarding a report on climate risk associated with retirement plan options. Environment or Climate Shareholder FOR 1
FEDEX CORP. 2023-09-21 Stockholder proposal regarding paid sick leave disclosure. Other Social Issues Shareholder FOR 1
GLOBAL PAYMENTS INC. 2024-04-25 Advisory shareholder proposal on transparency in political spending. Other Social Issues Shareholder FOR 1
GOLDMAN SACHS GROUP INC. 2024-04-24 Shareholder Proposal Regarding Disclosure of Clean Energy Supply Financing Ratio Environment or Climate Shareholder FOR 1
GOLDMAN SACHS GROUP INC. 2024-04-24 Shareholder Proposal Regarding Pay Equity Reporting Diversity, Equity, and Inclusion Shareholder FOR 1
GOLDMAN SACHS GROUP INC. 2024-04-24 Shareholder Proposal Regarding a Transparency In Lobbying Report Other Social Issues Shareholder FOR 1
HERSHEY CO. 2024-05-06 Stockholder Proposal titled "Public Report on Packaging Reuse & Recycling." Environment or Climate Shareholder FOR 1
HUNTINGTON INGALLS INDUSTRIES INC. 2024-05-01 Stockholder Proposal Regarding Science-based Greenhouse Gas Reduction Targets and Transition Plan Environment or Climate Shareholder FOR 1
INTERNATIONAL BUSINESS MACHINES CORP. 2024-04-30 Stockholder Proposal Requesting a Public Report on Climate Lobbying Environment or Climate Shareholder FOR 1
INTERNATIONAL BUSINESS MACHINES CORP. 2024-04-30 Stockholder Proposal Requesting a Public Report on Lobbying Activities Other Social Issues Shareholder FOR 1
INTERNATIONAL BUSINESS MACHINES CORP. 2024-04-30 Stockholder Proposal Requesting the Adoption of Greenhouse Gas Emissions Targets Environment or Climate Shareholder FOR 1
KINDER MORGAN INC. 2024-05-08 Stockholder proposal relating to establishing a greenhouse gas emission reduction target Environment or Climate Shareholder FOR 1
KRAFT HEINZ CO. 2024-05-02 Stockholder Proposal - Report on group-housed pork, if properly presented. Other Social Issues Shareholder FOR 1
KRAFT HEINZ CO. 2024-05-02 Stockholder Proposal - Report on recyclability claims, if properly presented. Environment or Climate Shareholder FOR 1
L3HARRIS TECHNOLOGIES INC. 2024-04-19 Shareholder Proposal titled "Transparency in Lobbying" Other Social Issues Shareholder FOR 1
LENNAR CORP. 2024-04-10 Vote on a stockholder proposal requesting a report disclosing the Company's LGBTQ equity and inclusion efforts in its human capital management strategy. Diversity, Equity, and Inclusion Shareholder FOR 1
LENNAR CORP. 2024-04-10 Vote on a stockholder proposal requesting a report disclosing the Company's political spending and related policies and procedures. Other Social Issues Shareholder FOR 1
LENNAR CORP. 2024-04-10 Vote on a stockholder proposal requesting a report on the Company's plans to reduce greenhouse gas emissions. Environment or Climate Shareholder FOR 1
LOCKHEED MARTIN CORP. 2024-05-02 Stockholder Proposal Requesting a Report on Reducing Full Value Chain GHG Emissions Environment or Climate Shareholder FOR 1
MARRIOTT INTERNATIONAL INC. 2024-05-10 STOCKHOLDER RESOLUTION REQUESTING THE COMPANY ANNUALLY PREPARE A RACIAL AND GENDER PAY GAP REPORT Diversity, Equity, and Inclusion Shareholder FOR 1
NETFLIX INC. 2024-06-06 Stockholder proposal entitled, "Report on Netflix's Use of Artificial Intelligence," if properly presented at the meeting. Other Social Issues Shareholder FOR 1
NORFOLK SOUTHERN CORP. 2024-05-09 A Shareholder proposal regarding an annual report on lobbying activities, policies and communications. Other Social Issues Shareholder FOR 1
NVR INC. 2024-05-07 Shareholder proposal to expand political spending disclosure. Other Social Issues Shareholder FOR 1
NVR INC. 2024-05-07 Shareholder proposal to publish report on impact of diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion Shareholder FOR 1
OCCIDENTAL PETROLEUM CORP. 2024-05-02 Shareholder Proposal Requesting an Annual Report on Lobbying Other Social Issues Shareholder FOR 1
OLD DOMINION FREIGHT LINE INC. 2024-05-15 Shareholder proposal regarding greenhouse gas reduction. Environment or Climate Shareholder FOR 1
PACCAR INC. 2024-04-30 Stockholder proposal regarding a report on climate-related policy engagement Environment or Climate Shareholder FOR 1
PEPSICO INC. 2024-05-01 Shareholder Proposal - Global Transparency Report. Other Social Issues Shareholder FOR 1
PNC FINANCIAL SERVICES GROUP INC. 2024-04-24 Shareholder proposal regarding report on risk management and implementation of PNC's Human Rights Statement in financing. Human Rights or Human Capital/workforce Shareholder FOR 1
QUEST DIAGNOSTICS INC. 2024-05-16 Stockholder proposal regarding managing climate risk through science-based targets and transition planning Environment or Climate Shareholder FOR 1
ROSS STORES INC. 2024-05-22 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 FOR 1
SEMPRA 2024-05-09 Shareholder proposal requesting a report on certain safety and environmental matters Human Rights or Human Capital/workforce Shareholder FOR 1
SKYWORKS SOLUTIONS INC. 2024-05-14 To approve a stockholder proposal regarding adoption of greenhouse gas emissions reduction targets. Environment or Climate Shareholder FOR 1
SOUTHERN CO. 2024-05-22 Stockholder proposal regarding disclosing short-, medium-, and long-term operational GHG targets Environment or Climate Shareholder FOR 1
STRYKER CORP. 2024-05-09 Shareholder Proposal on Transparency in Political Spending. Other Social Issues Shareholder FOR 1
SYSCO CORP. 2023-11-17 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 FOR 1
TRAVELERS COMPANIES INC. 2024-05-15 Shareholder proposal relating to GHG emissions, if presented at the Annual Meeting of Shareholders. Environment or Climate Shareholder FOR 1
TRAVELERS COMPANIES INC. 2024-05-15 Shareholder proposal relating to a report on methane in the energy sector, if presented at the Annual Meeting of Shareholders. Environment or Climate Shareholder FOR 1
TRAVELERS COMPANIES INC. 2024-05-15 Shareholder proposal relating to human rights risks in underwriting, if presented at the Annual Meeting of Shareholders. Human Rights or Human Capital/workforce Shareholder FOR 1
TRUIST FINANCIAL CORP. 2024-04-23 Shareholder proposal regarding an annual report on lobbying activities, if properly presented at the Annual Meeting. Other Social Issues Shareholder FOR 1
TYSON FOODS INC. 2024-02-08 Shareholder proposal regarding Tyson Foods' labor practices. Human Rights or Human Capital/workforce Shareholder FOR 1
TYSON FOODS INC. 2024-02-08 Shareholder proposal regarding corporate climate lobbying. Environment or Climate Shareholder FOR 1

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Built 2026-09-27 from SEC Form N-PX filings.