Werba Rubin Papier Wealth Management

Position in UBS — UBS Group AG

CIK 1971029 SAN JOSE, CA

Position in UBS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$412,041

+$82,213 QoQ

Shares Held

8,314

-1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#436

of 758 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Werba Rubin Papier Wealth Management holds $6,805,372 across 12 Banks - Diversified names. UBS ranks #6 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	6,999	$2,290,982
2	BAC	Bank Of America Corp /De/	13,715	$781,480
3	C	Citigroup Inc	4,684	$655,572
4	BNY	Bank of New York Mellon Corp	3,877	$560,652
5	HSBC	Hsbc Holdings PLC	4,869	$462,993
6	UBS	UBS Group AG This page	8,314	$412,041
7	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	15,040	$376,902
8	ING	Ing Groep NV	10,264	$322,084

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$412,041	8,314	-1.5%	Shares	Sole	2026-07-28
2026-03-31	$329,828	8,442	+1.9%	Shares	Sole	2026-05-12
2025-12-31	$383,585	8,283	-0.9%	Shares	Sole	2026-01-27
2025-09-30	$342,760	8,360	-0.5%	Shares	Sole	2025-11-04
2025-06-30	$284,088	8,400	+4.3%	Shares	Sole	2025-07-29
2025-03-31	$246,663	8,053	-14.2%	Shares	Sole	2025-05-07
2024-12-31	$284,553	9,385	+0.0%	Shares	Sole	2025-02-03
2024-09-30	$289,997	9,382	+3.2%	Shares	Sole	2024-10-18
2024-06-30	$268,429	9,087	-13.1%	Shares	Sole	2024-08-06
2024-03-31	$321,300	10,459	+1.1%	Shares	Sole	2024-05-01
2023-12-31	$319,815	10,350	+1.2%	Shares	Sole	2024-01-22
2023-09-30	$252,169	10,230	—	Shares	Sole	2023-11-06
No filing history on record for this holder in this stock.