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 Q2	$412K	Sell	8,314 -128	-2%	-$5.83K	0.05%	170
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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Werba Rubin Papier Wealth Management's UBS Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its UBS Group (UBS) stake by 1.5% in Q2 2026, selling an estimated $5.83K and leaving 8,314 shares worth $412K. The position accounts for 0.05% of the portfolio, ranked #170.

Werba Rubin Papier Wealth Management first reported a position in UBS in Q3 2023 and has held it in 12 quarters since. 763 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Werba Rubin Papier Wealth Management held 8,314 shares of UBS Group worth $412K as of Q2 2026.
Werba Rubin Papier Wealth Management sold 128 UBS Group shares in Q2 2026, an estimated $5.83K.
UBS Group made up 0.05% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #170 holding.
Werba Rubin Papier Wealth Management first reported a position in UBS Group in Q3 2023 and has held it in 12 quarters since.
763 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.