Bank Julius Baer & Co
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Bank Julius Baer & Co’s Ameriprise Financial AMP Stock Holding History

Bank Julius Baer & Co’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$82.9K Buy
+180
New +$82.5K ﹤0.01% 555
2025
Q4 		– Sell
-55
Closed -$27K – 647
2025
Q3 		$27K Sell
55
-11,976
-100% -$6.14M ﹤0.01% 618
2025
Q2 		$6.42M Buy
12,031
+11,976
+21,775% +$5.92M 0.02% 216
2025
Q1 		$26.6K Buy
+55
New +$28.8K ﹤0.01% 570
2023
Q4 		– Sell
-445
Closed -$147K – 541
2023
Q3 		$147K Buy
445
+11
+3% +$3.75K ﹤0.01% 400
2023
Q2 		$144K Sell
434
-600
-58% -$184K ﹤0.01% 434
2023
Q1 		$317K Buy
1,034
+343
+50% +$112K ﹤0.01% 391
2022
Q4 		$215K Buy
691
+414
+149% +$126K ﹤0.01% 415
2022
Q3 		$70K Sell
277
-479
-63% -$126K ﹤0.01% 487
2022
Q2 		$180K Sell
756
-311
-29% -$83.3K ﹤0.01% 415
2022
Q1 		$321K Buy
1,067
+766
+254% +$232K ﹤0.01% 377
2021
Q4 		$91K Buy
301
+101
+51% +$29.9K ﹤0.01% 609
2021
Q3 		$53K Sell
200
-1
-0.5% -$262 ﹤0.01% 667
2021
Q2 		$50K Buy
+201
New +$50.7K ﹤0.01% 680

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bank Julius Baer & Co's AMP Position: Q2 2026 in Review

Bank Julius Baer & Co opened a new position in Ameriprise Financial (AMP) in Q2 2026: 180 shares worth $82.9K. The stake represents ﹤0.01% of the portfolio and ranks #555 among its holdings. This is a return to the name: Bank Julius Baer & Co previously reported a position in AMP as recently as Q3 2025.

Bank Julius Baer & Co first reported a position in AMP in Q2 2021 and has held it in 14 quarters since. The position peaked at $6.42M in Q2 2025. 1,392 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Bank Julius Baer & Co held 180 shares of Ameriprise Financial worth $82.9K as of Q2 2026.
  • Ameriprise Financial was a new Bank Julius Baer & Co position in Q2 2026.
  • Ameriprise Financial made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #555 holding.
  • Bank Julius Baer & Co first reported a position in Ameriprise Financial in Q2 2021 and has held it in 14 quarters since.
  • Bank Julius Baer & Co's Ameriprise Financial position peaked at $6.42M in Q2 2025.
  • 1,392 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.