Civic Intelligence

Ubs Ag

Plan context: Ubs Savings and Investment Plan

EIN 98-0186363 • 119 filings • 24 plans

Current Snapshot

Latest Year

2024

2024 Participants

24,260

2024 Assets

$10,587,182,594

2024 Contributions

$599,471,197

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$10,587,182,594$5,293,591,297$0199920132024YearValue
$10,587,182,594Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

24,26012,1300199920122024YearValue
24,260Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024424,260$10,587,182,594$599,471,197$24,710iApproximate average salary by contribution assumption: employee only about $617,757 at 4% or $411,838 at 6%; with 50% employer match about $411,838 at 4% or $274,559 at 6%; with 100% employer match about $308,878 at 4% or $205,919 at 6%.
Ubs Savings and Investment Plan-24,260$10,206,773,684$599,471,197$24,710iApproximate average salary by contribution assumption: employee only about $617,757 at 4% or $411,838 at 6%; with 50% employer match about $411,838 at 4% or $274,559 at 6%; with 100% employer match about $308,878 at 4% or $205,919 at 6%.
Ubs Pension Plan-232$380,408,910--
Ubs Severance Plan-18,179---
Ubs Ag Health and Welfare Plan-10,682---
2023421,342$9,407,134,583$576,377,069$27,007iApproximate average salary by contribution assumption: employee only about $675,168 at 4% or $450,112 at 6%; with 50% employer match about $450,112 at 4% or $300,074 at 6%; with 100% employer match about $337,584 at 4% or $225,056 at 6%.
Ubs Savings and Investment Plan-21,342$9,006,572,401$576,377,069$27,007iApproximate average salary by contribution assumption: employee only about $675,168 at 4% or $450,112 at 6%; with 50% employer match about $450,112 at 4% or $300,074 at 6%; with 100% employer match about $337,584 at 4% or $225,056 at 6%.
Ubs Pension Plan-273$400,562,182--
Ubs Severance Plan-15,034---
Ubs Ag Health and Welfare Plan-7,618---
2022421,584$7,835,886,318$549,485,496$25,458iApproximate average salary by contribution assumption: employee only about $636,450 at 4% or $424,300 at 6%; with 50% employer match about $424,300 at 4% or $282,867 at 6%; with 100% employer match about $318,225 at 4% or $212,150 at 6%.
Ubs Savings and Investment Plan-21,584$7,443,590,630$549,485,496$25,458iApproximate average salary by contribution assumption: employee only about $636,450 at 4% or $424,300 at 6%; with 50% employer match about $424,300 at 4% or $282,867 at 6%; with 100% employer match about $318,225 at 4% or $212,150 at 6%.
Ubs Pension Plan-299$392,295,688--
Ubs Severance Plan-15,058---
Ubs Ag Health and Welfare Plan-7,501---
2021421,098$9,380,871,239$539,160,295$25,555iApproximate average salary by contribution assumption: employee only about $638,876 at 4% or $425,917 at 6%; with 50% employer match about $425,917 at 4% or $283,945 at 6%; with 100% employer match about $319,438 at 4% or $212,959 at 6%.
Ubs Savings and Investment Plan-21,098$8,931,810,430$539,160,295$25,555iApproximate average salary by contribution assumption: employee only about $638,876 at 4% or $425,917 at 6%; with 50% employer match about $425,917 at 4% or $283,945 at 6%; with 100% employer match about $319,438 at 4% or $212,959 at 6%.
Ubs Pension Plan-332$449,060,809--
Ubs Severance Plan-14,602---
Ubs Ag Health and Welfare Plan-7,494---
2020421,161$8,316,627,418$504,769,586$23,854iApproximate average salary by contribution assumption: employee only about $596,344 at 4% or $397,563 at 6%; with 50% employer match about $397,563 at 4% or $265,042 at 6%; with 100% employer match about $298,172 at 4% or $198,781 at 6%.
Ubs Savings and Investment Plan-21,161$7,861,299,052$504,769,586$23,854iApproximate average salary by contribution assumption: employee only about $596,344 at 4% or $397,563 at 6%; with 50% employer match about $397,563 at 4% or $265,042 at 6%; with 100% employer match about $298,172 at 4% or $198,781 at 6%.
Ubs Pension Plan-374$455,328,366--
Ubs Severance Plan-14,602---
Ubs Ag Health and Welfare Plan-7,745---
2019420,969$7,229,517,700$469,935,523$22,411iApproximate average salary by contribution assumption: employee only about $560,274 at 4% or $373,516 at 6%; with 50% employer match about $373,516 at 4% or $249,011 at 6%; with 100% employer match about $280,137 at 4% or $186,758 at 6%.
Ubs Savings and Investment Plan-20,969$6,794,738,882$469,935,523$22,411iApproximate average salary by contribution assumption: employee only about $560,274 at 4% or $373,516 at 6%; with 50% employer match about $373,516 at 4% or $249,011 at 6%; with 100% employer match about $280,137 at 4% or $186,758 at 6%.
Ubs Pension Plan-406$434,778,818--
Ubs Severance Plan-14,074---
Ubs Ag Health and Welfare Plan-7,388---
2018421,295$5,950,343,206$485,075,667$22,779iApproximate average salary by contribution assumption: employee only about $569,471 at 4% or $379,648 at 6%; with 50% employer match about $379,648 at 4% or $253,098 at 6%; with 100% employer match about $284,736 at 4% or $189,824 at 6%.
Ubs Savings and Investment Plan-21,295$5,545,073,227$463,075,667$21,746iApproximate average salary by contribution assumption: employee only about $543,644 at 4% or $362,429 at 6%; with 50% employer match about $362,429 at 4% or $241,619 at 6%; with 100% employer match about $271,822 at 4% or $181,215 at 6%.
Ubs Pension Plan-445$405,269,979$22,000,000$49,438iApproximate average salary by contribution assumption: employee only about $1,235,955 at 4% or $823,970 at 6%; with 50% employer match about $823,970 at 4% or $549,313 at 6%; with 100% employer match about $617,978 at 4% or $411,985 at 6%.
Ubs Ag Health and Welfare Plan-7,266---
Ubs Severance Plan-13,279---
2017420,763$6,293,588,801$438,977,810$21,142iApproximate average salary by contribution assumption: employee only about $528,558 at 4% or $352,372 at 6%; with 50% employer match about $352,372 at 4% or $234,915 at 6%; with 100% employer match about $264,279 at 4% or $176,186 at 6%.
Ubs Savings and Investment Plan-20,763$5,873,136,505$403,267,810$19,422iApproximate average salary by contribution assumption: employee only about $485,561 at 4% or $323,707 at 6%; with 50% employer match about $323,707 at 4% or $215,805 at 6%; with 100% employer match about $242,780 at 4% or $161,854 at 6%.
Ubs Pension Plan-505$420,452,296$35,710,000$70,713iApproximate average salary by contribution assumption: employee only about $1,767,822 at 4% or $1,178,548 at 6%; with 50% employer match about $1,178,548 at 4% or $785,699 at 6%; with 100% employer match about $883,911 at 4% or $589,274 at 6%.
Ubs Severance Plan-13,961---
Ubs Ag Health and Welfare Plan-6,765---
2016420,514$5,355,514,733$417,486,759$20,351iApproximate average salary by contribution assumption: employee only about $508,783 at 4% or $339,188 at 6%; with 50% employer match about $339,188 at 4% or $226,126 at 6%; with 100% employer match about $254,391 at 4% or $169,594 at 6%.
Ubs Savings and Investment Plan-20,514$4,983,269,268$392,486,759$19,133iApproximate average salary by contribution assumption: employee only about $478,316 at 4% or $318,877 at 6%; with 50% employer match about $318,877 at 4% or $212,585 at 6%; with 100% employer match about $239,158 at 4% or $159,439 at 6%.
Ubs Pension Plan-567$372,245,465$25,000,000$44,092iApproximate average salary by contribution assumption: employee only about $1,102,293 at 4% or $734,862 at 6%; with 50% employer match about $734,862 at 4% or $489,908 at 6%; with 100% employer match about $551,146 at 4% or $367,431 at 6%.
Ubs Severance Plan-13,455---
Ubs Ag Health and Welfare Plan-4,568---
2015420,730$5,056,451,244$373,885,596$18,036iApproximate average salary by contribution assumption: employee only about $450,899 at 4% or $300,599 at 6%; with 50% employer match about $300,599 at 4% or $200,400 at 6%; with 100% employer match about $225,450 at 4% or $150,300 at 6%.
Ubs Savings and Investment Plan-20,730$4,696,409,366$373,885,596$18,036iApproximate average salary by contribution assumption: employee only about $450,899 at 4% or $300,599 at 6%; with 50% employer match about $300,599 at 4% or $200,400 at 6%; with 100% employer match about $225,450 at 4% or $150,300 at 6%.
Ubs Pension Plan-643$360,041,878--
Ubs Ag Health and Welfare Plan-4,624---
Ubs Severance Plan-13,481---
2014413,371$2,102,644,472$103,121,572$7,712iApproximate average salary by contribution assumption: employee only about $192,808 at 4% or $128,539 at 6%; with 50% employer match about $128,539 at 4% or $85,693 at 6%; with 100% employer match about $96,404 at 4% or $64,269 at 6%.
Ubs Savings and Investment Plan-5,379$1,724,632,411$94,305,330$17,532iApproximate average salary by contribution assumption: employee only about $438,303 at 4% or $292,202 at 6%; with 50% employer match about $292,202 at 4% or $194,801 at 6%; with 100% employer match about $219,152 at 4% or $146,101 at 6%.
Ubs Pension Plan-748$378,012,061$8,816,242$11,786iApproximate average salary by contribution assumption: employee only about $294,660 at 4% or $196,440 at 6%; with 50% employer match about $196,440 at 4% or $130,960 at 6%; with 100% employer match about $147,330 at 4% or $98,220 at 6%.
Ubs Ag Health and Welfare Plan-4,935---
Ubs Severance Plan-13,371---
2013413,552$2,038,904,853$120,253,925$8,874iApproximate average salary by contribution assumption: employee only about $221,838 at 4% or $147,892 at 6%; with 50% employer match about $147,892 at 4% or $98,595 at 6%; with 100% employer match about $110,919 at 4% or $73,946 at 6%.
Ubs Savings and Investment Plan-6,079$1,686,664,209$95,573,987$15,722iApproximate average salary by contribution assumption: employee only about $393,050 at 4% or $262,033 at 6%; with 50% employer match about $262,033 at 4% or $174,689 at 6%; with 100% employer match about $196,525 at 4% or $131,017 at 6%.
Ubs Pension Plan-841$352,240,644$24,679,938$29,346iApproximate average salary by contribution assumption: employee only about $733,649 at 4% or $489,099 at 6%; with 50% employer match about $489,099 at 4% or $326,066 at 6%; with 100% employer match about $366,824 at 4% or $244,550 at 6%.
Ubs Severance Plan-13,552---
Ubs Ag Health and Welfare Plan-5,232---
2012414,354$1,950,564,786$142,140,745$9,903iApproximate average salary by contribution assumption: employee only about $247,563 at 4% or $165,042 at 6%; with 50% employer match about $165,042 at 4% or $110,028 at 6%; with 100% employer match about $123,781 at 4% or $82,521 at 6%.
Ubs Savings and Investment Plan-6,990$1,530,215,339$131,048,307$18,748iApproximate average salary by contribution assumption: employee only about $468,699 at 4% or $312,466 at 6%; with 50% employer match about $312,466 at 4% or $208,311 at 6%; with 100% employer match about $234,350 at 4% or $156,233 at 6%.
Ubs Pension Plan-1,001$420,349,447$11,092,438$11,081iApproximate average salary by contribution assumption: employee only about $277,034 at 4% or $184,689 at 6%; with 50% employer match about $184,689 at 4% or $123,126 at 6%; with 100% employer match about $138,517 at 4% or $92,345 at 6%.
Ubs Severance Plan-14,354---
Ubs Ag Health and Welfare Plan-6,364---
2011412,765$1,758,976,551$140,194,464$10,983iApproximate average salary by contribution assumption: employee only about $274,568 at 4% or $183,045 at 6%; with 50% employer match about $183,045 at 4% or $122,030 at 6%; with 100% employer match about $137,284 at 4% or $91,523 at 6%.
Ubs Savings and Investment Plan-7,729$1,369,760,946$140,194,464$18,139iApproximate average salary by contribution assumption: employee only about $453,469 at 4% or $302,313 at 6%; with 50% employer match about $302,313 at 4% or $201,542 at 6%; with 100% employer match about $226,734 at 4% or $151,156 at 6%.
Ubs Pension Plan-1,182$389,215,605--
Ubs Ag Health and Welfare Plan-6,763---
Ubs Severance Plan-12,765---
2010522,917$1,785,763,261$134,978,867$5,890iApproximate average salary by contribution assumption: employee only about $147,248 at 4% or $98,165 at 6%; with 50% employer match about $98,165 at 4% or $65,443 at 6%; with 100% employer match about $73,624 at 4% or $49,083 at 6%.
Ubs Savings and Investment Plan-7,917$1,401,951,350$134,978,867$17,049iApproximate average salary by contribution assumption: employee only about $426,231 at 4% or $284,154 at 6%; with 50% employer match about $284,154 at 4% or $189,436 at 6%; with 100% employer match about $213,116 at 4% or $142,077 at 6%.
Ubs Pension Plan-1,374$383,811,911--
UBS ITI SEVERANCE PLAN-0---
Ubs Severance Plan-22,917---
Ubs Ag Health and Welfare Plan-6,416---
200947,613$1,631,302,690$116,825,001$15,345iApproximate average salary by contribution assumption: employee only about $383,637 at 4% or $255,758 at 6%; with 50% employer match about $255,758 at 4% or $170,505 at 6%; with 100% employer match about $191,818 at 4% or $127,879 at 6%.
Ubs Savings and Investment Plan-7,613$1,255,360,085$116,825,001$15,345iApproximate average salary by contribution assumption: employee only about $383,637 at 4% or $255,758 at 6%; with 50% employer match about $255,758 at 4% or $170,505 at 6%; with 100% employer match about $191,818 at 4% or $127,879 at 6%.
Ubs Pension Plan-1,530$375,942,605--
Ubs Ag Health and Welfare Plan-6,697---
UBS ITI SEVERANCE PLAN-488---
200848,679$1,402,996,667$226,143,454$26,056iApproximate average salary by contribution assumption: employee only about $651,410 at 4% or $434,273 at 6%; with 50% employer match about $434,273 at 4% or $289,516 at 6%; with 100% employer match about $325,705 at 4% or $217,137 at 6%.
Ubs Savings and Investment Plan-8,679$1,067,038,355$170,818,454$19,682iApproximate average salary by contribution assumption: employee only about $492,045 at 4% or $328,030 at 6%; with 50% employer match about $328,030 at 4% or $218,687 at 6%; with 100% employer match about $246,023 at 4% or $164,015 at 6%.
Ubs Pension Plan-1,885$335,958,312$55,325,000$29,350iApproximate average salary by contribution assumption: employee only about $733,753 at 4% or $489,169 at 6%; with 50% employer match about $489,169 at 4% or $326,113 at 6%; with 100% employer match about $366,877 at 4% or $244,584 at 6%.
UBS ITI SEVERANCE PLAN-521---
Ubs Ag Health and Welfare Plan-7,504---
2007410,638$1,910,302,499$204,384,691$19,213iApproximate average salary by contribution assumption: employee only about $480,317 at 4% or $320,212 at 6%; with 50% employer match about $320,212 at 4% or $213,474 at 6%; with 100% employer match about $240,159 at 4% or $160,106 at 6%.
Ubs Savings and Investment Plan-10,638$1,479,635,660$204,384,691$19,213iApproximate average salary by contribution assumption: employee only about $480,317 at 4% or $320,212 at 6%; with 50% employer match about $320,212 at 4% or $213,474 at 6%; with 100% employer match about $240,159 at 4% or $160,106 at 6%.
Ubs Pension Plan-2,339$430,666,839--
ITI SEPARATION PLAN-560---
Ubs Ag Health and Welfare Plan-9,648---
2006311,218$1,724,806,344$170,250,795$15,177iApproximate average salary by contribution assumption: employee only about $379,414 at 4% or $252,943 at 6%; with 50% employer match about $252,943 at 4% or $168,629 at 6%; with 100% employer match about $189,707 at 4% or $126,471 at 6%.
Ubs Savings and Investment Plan-11,218$1,306,111,506$170,250,795$15,177iApproximate average salary by contribution assumption: employee only about $379,414 at 4% or $252,943 at 6%; with 50% employer match about $252,943 at 4% or $168,629 at 6%; with 100% employer match about $189,707 at 4% or $126,471 at 6%.
Ubs Pension Plan-2,808$418,694,838--
Ubs Ag Health and Welfare Plan-9,822---
200549,183$1,354,462,920$128,947,049$14,042iApproximate average salary by contribution assumption: employee only about $351,048 at 4% or $234,032 at 6%; with 50% employer match about $234,032 at 4% or $156,021 at 6%; with 100% employer match about $175,524 at 4% or $117,016 at 6%.
Ubs Savings and Investment Plan-9,183$974,776,835$128,947,049$14,042iApproximate average salary by contribution assumption: employee only about $351,048 at 4% or $234,032 at 6%; with 50% employer match about $234,032 at 4% or $156,021 at 6%; with 100% employer match about $175,524 at 4% or $117,016 at 6%.
Ubs Pension Plan-3,119$379,686,085--
Ubs Ag Health and Welfare Plan-8,238---
SOUNDVIEW TECHNOLOGY GROUP 401K PLAN-0---
200447,812$1,214,176,508$104,380,330$13,362iApproximate average salary by contribution assumption: employee only about $334,038 at 4% or $222,692 at 6%; with 50% employer match about $222,692 at 4% or $148,462 at 6%; with 100% employer match about $167,019 at 4% or $111,346 at 6%.
Ubs Savings and Investment Plan-7,812$842,836,962$103,940,199$13,305iApproximate average salary by contribution assumption: employee only about $332,630 at 4% or $221,753 at 6%; with 50% employer match about $221,753 at 4% or $147,836 at 6%; with 100% employer match about $166,315 at 4% or $110,877 at 6%.
Ubs Pension Plan-3,601$363,771,878--
SOUNDVIEW TECHNOLOGY GROUP 401K PLAN-127$7,567,668$440,131$3,466iApproximate average salary by contribution assumption: employee only about $86,640 at 4% or $57,760 at 6%; with 50% employer match about $57,760 at 4% or $38,507 at 6%; with 100% employer match about $43,320 at 4% or $28,880 at 6%.
Ubs Ag Health and Welfare Plan-6,500---
200336,979$1,052,275,512$122,572,948$17,563iApproximate average salary by contribution assumption: employee only about $439,078 at 4% or $292,719 at 6%; with 50% employer match about $292,719 at 4% or $195,146 at 6%; with 100% employer match about $219,539 at 4% or $146,359 at 6%.
Ubs Savings and Investment Plan-6,979$727,186,072$89,424,824$12,813iApproximate average salary by contribution assumption: employee only about $320,335 at 4% or $213,557 at 6%; with 50% employer match about $213,557 at 4% or $142,371 at 6%; with 100% employer match about $160,168 at 4% or $106,778 at 6%.
Ubs Pension Plan-4,231$325,089,440$33,148,124$7,835iApproximate average salary by contribution assumption: employee only about $195,865 at 4% or $130,576 at 6%; with 50% employer match about $130,576 at 4% or $87,051 at 6%; with 100% employer match about $97,932 at 4% or $65,288 at 6%.
Ubs Ag Health and Welfare Plan-6,501---
200237,068$0$0-
Ubs Savings and Investment Plan-7,068---
Ubs Pension Plan-5,146---
Ubs Ag Health and Welfare Plan-6,650---
2001156,341$788,264,547$100,088,123$15,784iApproximate average salary by contribution assumption: employee only about $394,607 at 4% or $263,071 at 6%; with 50% employer match about $263,071 at 4% or $175,381 at 6%; with 100% employer match about $197,304 at 4% or $131,536 at 6%.
Ubs Savings and Investment Plan-6,341$586,757,210$71,279,917$11,241iApproximate average salary by contribution assumption: employee only about $281,028 at 4% or $187,352 at 6%; with 50% employer match about $187,352 at 4% or $124,901 at 6%; with 100% employer match about $140,514 at 4% or $93,676 at 6%.
Ubs Pension Plan-6,128$201,507,337$28,808,206$4,701iApproximate average salary by contribution assumption: employee only about $117,527 at 4% or $78,351 at 6%; with 50% employer match about $78,351 at 4% or $52,234 at 6%; with 100% employer match about $58,763 at 4% or $39,176 at 6%.
UBS AG DENTAL INSURANCE PLAN-6,138---
BASIC ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE PLAN-6,220---
UBS AG DEPENDENT LIFE INSURANCE PLAN-1,257---
UBS AG BASIC GROUP TERM LIFE INSURANCE PLAN-6,220---
SWISS BANK CORPORATION HEALTH CARE REIMBURSEMENT MEDIFLEX ACCOUNT PLAN-6,240---
UBS AG MEDICAL INSURANCE PLAN-6,270---
507-6,203---
UBS AG SUPPLEMENTAL ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE-1,442---
BUSINESS TRAVEL ACCIDENT INSURANCE PLAN-6,226---
UBS AG OPTIONAL LIFE INSURANCE PLAN-2,809---
SWISS BANK CORPORATION PREMUIM ONLY PAYMENT PLAN-6,240---
UBS AG SEVERANCE PLAN-430---
UBS AG GROUP LEGAL PLAN-1,000---
2000124,909$0$0-
UBS AG MEDICAL INSURANCE PLAN-4,909---
COMPREHENSIVE LONG TERM DISABILITY PROTECTION PLAN-4,494---
UBS AG DENTAL INSURANCE PLAN-4,296---
BASIC ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE PLAN-4,494---
UBS AG BASIC GROUP TERM LIFE INSURANCE PLAN-4,494---
OPTIONAL LIFE INSURANCE PLAN-1,722---
UBS AG VOLUNTARY ACCIDENTAL DEATH AND DISMEMBERMENT-980---
BUSINESS TRAVEL ACCIDENT INSURANCE PLAN-4,494---
UBS AG GROUP LEGAL PLAN-737---
UBS AG SEVERANCE PLAN-291---
Ubs Savings and Investment Plan-4,472---
Ubs Pension Plan-4,388---
199923,695$700,626,917$45,469,898$12,306iApproximate average salary by contribution assumption: employee only about $307,645 at 4% or $205,097 at 6%; with 50% employer match about $205,097 at 4% or $136,731 at 6%; with 100% employer match about $153,822 at 4% or $102,548 at 6%.
Ubs Savings and Investment Plan-3,695$519,028,870$45,469,898$12,306iApproximate average salary by contribution assumption: employee only about $307,645 at 4% or $205,097 at 6%; with 50% employer match about $205,097 at 4% or $136,731 at 6%; with 100% employer match about $153,822 at 4% or $102,548 at 6%.
Ubs Pension Plan-3,695$181,598,047--