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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank Julius Baer & Co's AMP Position: Q4 2025 in Review

Bank Julius Baer & Co sold out of Ameriprise Financial (AMP) in Q4 2025, closing a stake of 55 shares — an estimated $27K sold.

Bank Julius Baer & Co first reported a position in AMP in Q2 2021 and held it in 13 quarters. The position peaked at $6.42M in Q2 2025. 1,425 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

  • Bank Julius Baer & Co reported no remaining Ameriprise Financial position as of Q4 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 55 Ameriprise Financial shares in Q4 2025, an estimated $27K.
  • Bank Julius Baer & Co first reported a position in Ameriprise Financial in Q2 2021 and held it in 13 quarters.
  • Bank Julius Baer & Co's Ameriprise Financial position peaked at $6.42M in Q2 2025.
  • 1,425 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on Bank Julius Baer & Co's 13F filing for Q4 2025, filed 5 Feb 2026.