Ameriprise
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Ameriprise’s UBS Group UBS Stock Holding History

Ameriprise’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 		$64.8M Buy
1,663,816
+521,869
+46% +$22.3M 0.02% 732
2025
Q4 		$52.9M Sell
1,141,947
-92,378
-7% -$3.73M 0.01% 844
2025
Q3 		$50.7M Sell
1,234,325
-2,028,294
-62% -$78.8M 0.01% 871
2025
Q2 		$112M Buy
3,262,619
+234,907
+8% +$7.27M 0.03% 511
2025
Q1 		$92.7M Buy
3,027,712
+8,342
+0.3% +$278K 0.03% 574
2024
Q4 		$91.6M Buy
3,019,370
+56,614
+2% +$1.79M 0.02% 580
2024
Q3 		$91.5M Buy
2,962,756
+133,833
+5% +$4.02M 0.02% 594
2024
Q2 		$83.2M Buy
2,828,923
+184,375
+7% +$5.48M 0.02% 592
2024
Q1 		$81.2M Sell
2,644,548
-72,667
-3% -$2.15M 0.02% 616
2023
Q4 		$84.2M Buy
2,717,215
+2,324
+0.1% +$61.1K 0.03% 584
2023
Q3 		$67.5M Buy
2,714,891
+169,365
+7% +$3.96M 0.02% 629
2023
Q2 		$51.5M Buy
2,545,526
+225,182
+10% +$4.53M 0.02% 745
2023
Q1 		$49.6M Buy
2,320,344
+13,360
+0.6% +$279K 0.02% 757
2022
Q4 		$43.2M Sell
2,306,984
-258,872
-10% -$4.4M 0.01% 792
2022
Q3 		$37.4M Sell
2,565,856
-3,363,431
-57% -$53.8M 0.01% 819
2022
Q2 		$97.7M Sell
5,929,287
-1,508,416
-20% -$26.4M 0.03% 487
2022
Q1 		$149M Sell
7,437,703
-1,417,958
-16% -$26.8M 0.04% 406
2021
Q4 		$160M Sell
8,855,661
-324,210
-4% -$5.71M 0.04% 417
2021
Q3 		$147M Buy
9,179,871
+632,960
+7% +$10.3M 0.05% 407
2021
Q2 		$130M Buy
8,546,911
+1,361,841
+19% +$21.5M 0.04% 442
2021
Q1 		$109M Buy
7,185,070
+3,761,539
+110% +$57.8M 0.04% 470
2020
Q4 		$48.5M Buy
3,423,531
+3,068,793
+865% +$40.6M 0.02% 745
2020
Q3 		$3.76M Sell
354,738
-36,740
-9% -$440K ﹤0.01% 2282
2020
Q2 		$4.56M Sell
391,478
-215,518
-36% -$2.22M ﹤0.01% 2128
2020
Q1 		$5.55M Buy
606,996
+193,554
+47% +$2.23M ﹤0.01% 1845
2019
Q4 		$5.2M Buy
413,442
+131,766
+47% +$1.57M ﹤0.01% 2212
2019
Q3 		$3.2M Sell
281,676
-48,570
-15% -$547K ﹤0.01% 2451
2019
Q2 		$3.91M Buy
330,246
+12,755
+4% +$156K ﹤0.01% 2386
2019
Q1 		$3.85M Sell
317,491
-561,887
-64% -$7.12M ﹤0.01% 2393
2018
Q4 		$11M Buy
879,378
+27,853
+3% +$378K 0.01% 1521
2018
Q3 		$13.4M Buy
851,525
+82,344
+11% +$1.29M ﹤0.01% 1632
2018
Q2 		$11.8M Buy
769,181
+4,966
+0.6% +$80.8K 0.01% 1609
2018
Q1 		$13.5M Buy
764,215
+9,289
+1% +$177K 0.01% 1413
2017
Q4 		$13.9M Buy
754,926
+94,050
+14% +$1.63M 0.01% 1352
2017
Q3 		$11.3M Buy
660,876
+56,921
+9% +$974K 0.01% 1477
2017
Q2 		$10.3M Buy
603,955
+61,627
+11% +$1M 0.01% 1531
2017
Q1 		$8.63M Sell
542,328
-4,044
-0.7% -$65.1K ﹤0.01% 1640
2016
Q4 		$8.57M Sell
546,372
-682
-0.1% -$10.3K ﹤0.01% 1644
2016
Q3 		$7.45M Buy
547,054
+53,838
+11% +$733K ﹤0.01% 1681
2016
Q2 		$6.36M Sell
493,216
-296,414
-38% -$4.53M ﹤0.01% 1759
2016
Q1 		$12.6M Buy
789,630
+249,688
+46% +$4.06M 0.01% 1247
2015
Q4 		$10.5M Buy
539,942
+111,075
+26% +$2.17M 0.01% 1415
2015
Q3 		$7.91M Buy
428,867
+175,900
+70% +$3.73M ﹤0.01% 1645
2015
Q2 		$5.37M Buy
252,967
+90,364
+56% +$1.89M ﹤0.01% 2098
2015
Q1 		$3.06M Buy
162,603
+150,023
+1,193% +$2.61M ﹤0.01% 2376
2014
Q4 		$214K Buy
+12,580
New +$215K ﹤0.01% 3469

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B 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

Ameriprise's UBS Position: Q1 2026 in Review

Ameriprise increased its UBS Group (UBS) stake by 46% in Q1 2026, buying an estimated $22.3M and bringing the position to 1,663,816 shares worth $64.8M. The position accounts for 0.02% of the portfolio, ranked #732.

Ameriprise first reported a position in UBS in Q4 2014 and has held it in 46 quarters since. The position peaked at $160M in Q4 2021. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Ameriprise held 1,663,816 shares of UBS Group worth $64.8M as of Q1 2026.
  • Ameriprise bought 521,869 UBS Group shares in Q1 2026, an estimated $22.3M.
  • UBS Group made up 0.02% of Ameriprise's portfolio in Q1 2026, its #732 holding.
  • Ameriprise first reported a position in UBS Group in Q4 2014 and has held it in 46 quarters since.
  • Ameriprise's UBS Group position peaked at $160M in Q4 2021.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.