UBS Group
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UBS Group’s Ameriprise Financial AMP Stock Holding History

UBS Group’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
2024
Q4 		– Sell
-5,300
Closed -$2.49M – 9890
2024
Q3 		$2.49M Hold
5,300
– – ﹤0.01% 3787
2024
Q2 		$2.26M Sell
5,300
-8,000
-60% -$3.42M ﹤0.01% 3648
2024
Q1 		$5.83M Sell
13,300
-8,200
-38% -$3.28M ﹤0.01% 2802
2023
Q4 		$8.17M Hold
21,500
– – ﹤0.01% 2280
2023
Q3 		$7.09M Buy
21,500
+3,900
+22% +$1.33M ﹤0.01% 2255
2023
Q2 		$5.85M Sell
17,600
-7,500
-30% -$2.31M ﹤0.01% 2434
2023
Q1 		$7.69M Buy
+25,100
New +$8.22M ﹤0.01% 2114
2020
Q1 		– Sell
-3,500
Closed -$583K – 7931
2019
Q4 		$583K Buy
+3,500
New +$542K ﹤0.01% 4697
2019
Q1 		– Sell
-5,100
Closed -$532K – 7700
2018
Q4 		$532K Buy
+5,100
New +$640K ﹤0.01% 4219
2018
Q2 		– Sell
-800
Closed -$118K – 7957
2018
Q1 		$118K Sell
800
-8,400
-91% -$1.37M ﹤0.01% 5118
2017
Q4 		$1.56M Buy
+9,200
New +$1.47M ﹤0.01% 3406
2016
Q3 		– Sell
-12,300
Closed -$1.1M – 7650
2016
Q2 		$1.1M Buy
+12,300
New +$1.19M ﹤0.01% 3301
2016
Q1 		– Sell
-14,300
Closed -$1.52M – 7602
2015
Q4 		$1.52M Buy
14,300
+4,500
+46% +$503K ﹤0.01% 3054
2015
Q3 		$1.07M Buy
9,800
+200
+2% +$23.6K ﹤0.01% 3278
2015
Q2 		$1.2M Sell
9,600
-11,100
-54% -$1.41M ﹤0.01% 3416
2015
Q1 		$2.71M Buy
20,700
+19,000
+1,118% +$2.5M ﹤0.01% 2646
2014
Q4 		$225K Buy
+1,700
New +$215K ﹤0.01% 4929

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 $3.37T AUM 44.26% 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

UBS Group's AMP Position: Q2 2026 in Review

UBS Group reduced its Ameriprise Financial (AMP) stake by 31% in Q2 2026, selling an estimated $164M and leaving 809,191 shares worth $371M. The position accounts for 0.05% of the portfolio, ranked #397.

UBS Group first reported a position in AMP in Q4 2014 and has held it in 47 quarters since. The position peaked at $771M in Q4 2024. 1,386 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • UBS Group held 809,191 shares of Ameriprise Financial worth $371M as of Q2 2026.
  • UBS Group sold 356,878 Ameriprise Financial shares in Q2 2026, an estimated $164M.
  • Ameriprise Financial made up 0.05% of UBS Group's portfolio in Q2 2026, its #397 holding.
  • UBS Group first reported a position in Ameriprise Financial in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Ameriprise Financial position peaked at $771M in Q4 2024.
  • 1,386 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.