A key part of our approach to Active ownership
We use thematic engagements to focus on specific social and environmental themes where we believe these can help to foster positive outcomes for company performance, people and the planet.
Our approach to thematic people engagements
We launched our thematic people engagement approach in 2022. Within our three main themes of human capital, human rights and health, we engage with investee companies on five sub-topics. With each sub-topic, we discuss our views with other investors, as we believe that we can have a more effective engagement if the company is aware that other investors share similar views.
Our approach to thematic planet engagements
We launched our first thematic planet engagement on climate change in 2018. In addition, we are engaging with investee companies on natural capital. In both cases, we interact with other investors, where we believe this brings further value to our engagements.
Climate change
- The aim of our climate engagement program is to encourage companies to develop their transition plan and achieve emissions reductions aligning with a 1.5 °C net-zero pathway.
- We are a member of the Climate Action 100+6engagement initiative. We are also a member of the Net Zero Asset Managers initiative7, the Institutional Investor Group on Climate Change8, and the Asian Investor Group on Climate Change9.
Natural capital
- Through our engagement program on natural capital, we work with investee companies to assist them in ensuring that natural capital is accounted for and included in their financial and economic decision making.
- UBS AM is a member of the Nature Action 10010 engagement initiative and the PRI11 Stewardship Initiative on Nature.
What we expect from our investees
Through our Active Ownership activities, we aim to address some of the most pressing environmental, social and governance issues facing investors and investees.
For each of our sub-topics, we set out our expectations to the investee companies in order to encourage their development of best-in-class policies, practices and disclosures. Our expectations are based on industry standards and internationally recognized guidelines and principles. You can find links to these expectations below.
Our latest insights
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UBS Real Estate Focus 2025
La capacité financière devient un obstacle de plus en plus important à l’acquisition d’un logement. Certes, le marché des logements locatifs devrait quelque peu se détendre dès 2027 grâce à une augmentation de l’activité de construction. Mais à moyen terme, le vieillissement progressif de la population devrait encore aggraver la pénurie de logements dans de nombreuses régions de Suisse.
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UBS completes merger of Credit Suisse Service Company entities in India
A key milestone in UBS’s journey - the integration in India is now complete.
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UBS acquires full ownership of UBS Securities in China
UBS will be acquiring an additional 33% stake in UBS Securities from Beijing State-owned Assets Management Co., Ltd to raise its stake from 67% to 100%.
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UBS publishes agenda for its Annual General Meeting on 10 April 2025
UBS Group AG will hold its 2025 Annual General Meeting (AGM) on 10 April 2025 at 10:30am CEST in Lucerne.
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UBS publishes 2024 Annual Report
UBS has published its Annual Report, presenting fully audited results for the year ending 31 December 2024.
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Redemption of UBS Group AG senior unsecured notes
Redemption of UBS Group AG senior unsecured notes
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UBS receives regulatory approval for changing its shareholding in Credit Suisse Securities in China
UBS AG and Founder Securities entered into a tri-party agreement with BSAM In June 2024 for UBS AG and Founder Securities to sell 36.01% and 49% stakes respectively in CSS to BSAM.
