UBS Group AG (2025)
| Signing Date | 04 Jun 2003 |
| Region of Headquarters: | Europe |
| Current EPFI Reporting Year/Period: | 2025 |
| Institutional Reporting: | Link to Report |
Please read the important notes and disclaimer for further information on ‘EPFI Reporting’, compliance and publication on the EP website.
Further information on this EPFI may be obtained through the Institutional Reporting hyperlink.
Project Finance Advisory Services
Total number mandated in the reporting period: 0
Project Finance Transactions
Total number that reached Financial Close in the reporting period: 1
| Equator Principles Category | A1 | B2 | C3 |
|---|---|---|---|
| Sector | |||
| Mining | |||
| Infrastructure | 1 | ||
| Oil & Gas | |||
| Power | |||
| Others | |||
| Region | |||
| Americas | |||
| Europe, Middle East & Africa | 1 | ||
| Asia Pacific | |||
| Country Designation | |||
| Designated Country 4 | |||
| Non Designated Country | 1 | ||
| Both | |||
| Independent Review | |||
| Yes | 1 | ||
| No | |||
| Totals | 1 | ||
Category A – Projects with potential significant adverse environmental and social risks and/or impacts that are diverse, irreversible or unprecedented.
Category B – Projects with potential limited adverse environmental and social risks and/or impacts that are few in number, generally site-specific, largely reversible and readily addressed through mitigation measures.
Category C – Projects with minimal or no adverse environmental and social risks and/or impacts.
Designated Countries are those countries deemed to have robust environmental and social governance, legislation systems and institutional capacity designed to protect their people and the natural environment.
Project-related Refinance & Project-related Acquisition For Project Finance
Total number that reached Financial Close in the reporting period: 0
Project Name Reporting For Project Finance (And Project-related Refinance & Project-related Acquisition Finance For Project Finance)
| No. | Project Name | Sector | Project Location(s) | Year of Financial Close |
|---|---|---|---|---|
| 1 | Nakkaş–Başakşehir Motorway Project | Infrastructure | Turkiye | 2025 |
Project-Related Corporate Loans
Total number that reached Financial Close in the reporting period: 0
Project-related Refinance & Project-related Acquisition For Project-related Corporate Loans
Total number that reached Financial Close in the reporting period: 0
Implementation of the Equator Principles
In 2025, the Sustainability & Climate Risk (SCR) team at UBS, comprising dedicated specialists across different regions globally, performed due diligence on Equator Principles transactions, as well as other transactions that entailed potential sustainability risks. Pertinent training and advising on the appropriate application of the Equator Principles and wider SCR management procedures and policies was provided. These processes were put in place to ensure that the bank meets its commitments under the Equator Principles.
In 2025, UBS SCR policy and additional internal guidelines required the submission of Equator Principles transactions to SCR for review.
Clients, transactions or suppliers potentially in breach of our standards, or otherwise subject to significant climate, environmental and human rights controversies, are referred to our SCR unit, which approves or rejects the cases after assessing their compliance with the firm’s risk appetite standards. Advanced data analytics on companies associated with such risks is integrated into the web-based compliance tool used by our staff before they enter into a client or supplier relationship or a transaction. The systematic nature of this tool significantly enhances our ability to identify potential risk.
In 2025, 4,585 referrals were assessed by our SCR unit, of which 347 were rejected or not pursued, 3,373 were approved/assessed, 660 were approved with certain qualifications and 205 were pending. The overall number of SCR referrals decreased by 16% compared with 2024.
The Group Chief Risk Officer is responsible for developing and implementing control principles and an appropriate independent control framework for sustainability and climate risk within UBS, together with integrating it into the firm’s overall risk management and risk appetite frameworks. The Head of Sustainability and Climate Risk supports the GEB by providing leadership on sustainability risk in collaboration with the business divisions and Group functions. Our sustainability and climate risk policy framework is applied Group-wide to relevant activities, including client and supplier relationships.