UBS

Switzerland

$1.83T in AUM

$1.1T in Total Assets

Qualitative Analysis

FinanceMap scores this financial institution in the following areas. Please navigate to the relevant tab for in-depth analysis

FinanceMap Scores

Governance Score

Stewardship Score

Policy Engagement Score

Top Line Target

Net Zero

Portfolio Analysis

FinanceMap assesses these portfolios for this financial institution. Please navigate to the relevant tab for in-depth analysis.

Activity Stream
Value Assessed
Portfolio Paris Alignment Score
Exposure to Fossil Fuels
Equity Asset Management
$144B
-19%
3.2%

Governance

C-
Performance Band

58%
Organisation Score

Detailed Evidence Used to Assess UBS

The following table outlines the key queries and data sources, which FinanceMap uses to assess financial institutions climate governance, targets and policies. Every evidence piece is assessed on a five-point scale of -2,-1,0,1,2 or NA (not applicable)/NS (not scored). All queries, data sources, and evidence pieces are weighted against one another in a matrix system to arrive at a final top-level score. Clicking on specific cells will load the underlying evidence and information on how it has been assessed.

Exposure Analysis

Last Updated - 28/02/2023

Fossil fuel companies are those whose primary sector falls within coal mining and services, or up-, mid-, and downstream oil and gas sectors. Green companies are defined as companies having over 75% revenue deriving from Substantial Contribution to Mitigation activities under the EU Taxonomy.

Portfolio Paris Alignment

Equity Portfolio Paris Alignment

Portion of AUM Assessed: $144B

Portfolio Paris Alignment by Sector

Sector Paris Alignment scores for the sectors in which the asset manager has shareholdings. FinanceMap Paris Alignment analysis is limited to the automotive, upstream fossil fuel, and power sectors.
Sector
% of Portfolio Value
Sector Paris Alignment

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Enel SpA8.2%
Engie SA6.7%
Iberdrola SA6.2%
RWE AG6.0%
Korea Electric Power Corp4.1%
NRG Energy Inc3.7%
Nextera Energy Inc3.4%
Exelon Corp3.2%
Huaneng Power International Inc3.0%
Brazilian Electric Power Co2.8%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Toyota Motor Corp12.6%
Stellantis NV9.5%
Honda Motor Co Ltd8.4%
Volkswagen AG8.3%
General Motors Co6.8%
Mercedes Benz Group AG6.1%
Ford Motor Co5.5%
Hyundai Motor Co4.7%
Suzuki Motor Corp4.6%
Mazda Motor Corp3.9%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
China Shenhua Energy Co Ltd40.3%
Glencore PLC15.7%
Coal India Ltd9.4%
Arch Resources Inc9.0%
Yankuang Energy Group Co Ltd8.4%
Exxaro Resources Ltd4.6%
Peabody Energy Corp4.4%
Adaro Energy Indonesia TBK PT2.7%
CONSOL Energy Inc1.3%
Warrior Met Coal Inc1.1%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
TotalEnergies SE15.5%
Petroleo Brasileiro SA Petrobras10.7%
BP PLC10.0%
Shell PLC9.8%
Exxon Mobil Corp6.7%
Chevron Corp3.3%
Eni SpA3.2%
Novatek PAO3.1%
NK Lukoil PAO2.8%
Canadian Natural Resources Ltd2.8%

Funds Assessed

All equity funds that FinanceMap has identified as being managed by this asset manager. Click through to a fund's profile page to view in-depth analysis.
Fund Name
Fund Domicile
TNA
Exposure
Portfolio Paris Alignment
Switzerland
$2.25B
0%
N/A
Switzerland
$2.0B
7.9%
-20%
Switzerland
$1.65B
N/A
N/A
Switzerland
$1.29B
N/A
N/A
Switzerland
$1.27B
0%
N/A
Switzerland
$1.27B
<1%
N/A
Switzerland
$1.23B
8.6%
-21%
United Kingdom
$1.17B
N/A
N/A
Switzerland
$1.16B
N/A
N/A
Switzerland
$1.09B
N/A
N/A
United Kingdom
$908M
N/A
N/A
Switzerland
$851M
0%
N/A
United States
$847M
6.5%
-15%
Switzerland
$792M
N/A
N/A
Switzerland
$781M
N/A
N/A
United States
$742M
14.3%
-8%
Switzerland
$736M
N/A
N/A
Switzerland
$731M
<1%
N/A
Switzerland
$724M
N/A
N/A
Switzerland
$716M
N/A
N/A
Luxembourg
$689M
N/A
N/A
Cayman Islands
$599M
N/A
N/A
Switzerland
$545M
9.6%
-15%
Switzerland
$544M
N/A
N/A
Switzerland
$542M
11.2%
-10%
Switzerland
$508M
N/A
N/A
Switzerland
$503M
<1%
N/A
Switzerland
$475M
N/A
N/A
United Kingdom
$414M
N/A
N/A
United Kingdom
$410M
0%
N/A
United Kingdom
$404M
17.2%
-10%
France
$394M
8.2%
36%
United Kingdom
$389M
N/A
N/A
Switzerland
$353M
N/A
N/A
United States
$341M
5.7%
-11%
Switzerland
$331M
<1%
N/A
Switzerland
$328M
N/A
N/A
United Kingdom
$323M
<1%
N/A
Switzerland
$305M
N/A
N/A
United Kingdom
$283M
10.2%
-22%
United States
$261M
6.6%
-22%
Switzerland
$245M
N/A
N/A
South Korea
$226M
N/A
N/A
United Kingdom
$211M
N/A
N/A
Switzerland
$200M
N/A
N/A
Switzerland
$168M
10.4%
-11%
Cayman Islands
$151M
N/A
N/A
Switzerland
$151M
N/A
N/A
Switzerland
$141M
N/A
N/A
Germany
$139M
6.7%
-10%
Switzerland
$138M
14.2%
-7%
United States
$133M
6.0%
1%
United States
$130M
10.9%
-23%
Switzerland
$127M
N/A
N/A
Switzerland
$121M
N/A
N/A
Luxembourg
$119M
1.0%
N/A
Australia
$96.1M
N/A
N/A
Switzerland
$87.8M
4.8%
-22%
Luxembourg
$87.7M
3.5%
-56%
Switzerland
$85.7M
4.2%
-22%
France
$85.0M
4.8%
-0%
France
$80.2M
N/A
N/A
Switzerland
$72.6M
N/A
N/A
Switzerland
$67.6M
N/A
N/A
Luxembourg
$64.3M
3.1%
-11%
Japan
$62.9M
N/A
N/A
United States
$51.7M
5.3%
-5%
Japan
$50.4M
5.4%
0%
France
$49.7M
N/A
N/A
Luxembourg
$44.7M
28.1%
-23%
Australia
$40.8M
N/A
N/A
Luxembourg
$40.2M
N/A
N/A
Switzerland
$39.4M
N/A
N/A
Switzerland
$39.3M
N/A
N/A
South Korea
$32.9M
21.0%
27%
Switzerland
$32.3M
N/A
N/A
United Kingdom
$25.6M
N/A
N/A
United States
$14.8M
N/A
N/A
South Korea
$13.3M
0%
N/A
Australia
$11.6M
N/A
N/A

Stewardship

A
Performance Band

76%
Voting Percentage

Detailed Evidence Used to Assess UBS

The following table outlines the key queries and data sources, which FinanceMap uses to assess asset managers' corporate engagement programs. Every evidence piece is assessed on a five-point scale of -2,-1,0,1,2 or NA (not applicable)/NS (not scored). All queries, data sources, and evidence pieces are weighted against one another in a matrix system to arrive at a final top-level score. Clicking on specific cells will load the underlying evidence and information on how it has been assessed.

Policy Engagement

D+
Performance Band

52%
Organisation Score

55%
Relationship Score

Detailed Evidence Used to Assess UBS

The following table outlines the key queries and data sources, which FinanceMap uses to assess financial institutions’ sustainable finance policy engagement. Every evidence piece is assessed on a five-point scale of -2,-1,0,1,2 or NA (not applicable)/NS (not scored). All queries, data sources, and evidence pieces are weighted against one another in a matrix system to arrive at a final top-level score. Clicking on specific cells will load the underlying evidence and information on how it has been assessed.

Detailed Evidence Used to Assess UBS - Relationships

In this section, we depict graphically the relationships the corporation has with trade associations, federations, advocacy groups and other third parties who may be acting on their behalf to influence climate change policy. Each of the columns above represents one relationship the corporation appears to have with such a third party.

In these columns, the top, dark section represents the strength of the relationship the corporation has with the influencer. For example if a corporation's senior executive also held a key role in the trade association, we would deem this to be a strong relationship and it would be on the far left of the chart above, with the weaker ones to the right. Click on these grey shaded upper sections for details of these relationships. The middle section contains a link to the organization score details of the influencer concerned, so you can see the details of its climate change policy influence. Click on the middle sections for for details of the trade associations. The lower section contains the organization score of that influencer, the lower the more negatively it is influencing climate policy.

Strength of Relationship
STRONG
 
 
 
 
 
 
 
WEAK
 
55%
 
55%
 
41%
 
41%
 
50%
 
50%
 
58%
 
58%
 
69%
 
69%
 
60%
 
60%
 
51%
 
51%
 
41%
 
41%
 
57%
 
57%
 
49%
 
49%
 
43%
 
43%
 
62%
 
62%
 
49%
 
49%
 
52%
 
52%
 
56%
 
56%
 
47%
 
47%
 
61%
 
61%
 
82%
 
82%
 
71%
 
71%