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Werba Rubin Papier Wealth Management’s UBS Group UBS Stock Holding History

Werba Rubin Papier Wealth Management’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$330K Buy
8,442
+159
+2% +$6.8K 0.05% 183
2025
Q4 		$384K Sell
8,283
-77
-0.9% -$3.11K 0.1% 131
2025
Q3 		$343K Sell
8,360
-40
-0.5% -$1.55K 0.06% 152
2025
Q2 		$284K Buy
8,400
+347
+4% +$10.7K 0.05% 163
2025
Q1 		$247K Sell
8,053
-1,332
-14% -$44.4K 0.05% 156
2024
Q4 		$285K Buy
9,385
+3
+0% +$95 0.07% 140
2024
Q3 		$290K Buy
9,382
+295
+3% +$8.87K 0.07% 131
2024
Q2 		$268K Sell
9,087
-1,372
-13% -$40.8K 0.07% 127
2024
Q1 		$321K Buy
10,459
+109
+1% +$3.22K 0.09% 103
2023
Q4 		$320K Buy
10,350
+120
+1% +$3.16K 0.11% 80
2023
Q3 		$252K Buy
+10,230
New +$239K 0.09% 97

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return