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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group's AMP Position: Q1 2026 in Review

UBS Group increased its Ameriprise Financial (AMP) stake by 14% in Q1 2026, buying an estimated $69.2M and bringing the position to 1,166,069 shares worth $518M. The position accounts for 0.08% of the portfolio, ranked #259.

UBS Group first reported a position in AMP in Q4 2014 and has held it in 46 quarters since. The position peaked at $771M in Q4 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • UBS Group held 1,166,069 shares of Ameriprise Financial worth $518M as of Q1 2026.
  • UBS Group bought 143,661 Ameriprise Financial shares in Q1 2026, an estimated $69.2M.
  • Ameriprise Financial made up 0.08% of UBS Group's portfolio in Q1 2026, its #259 holding.
  • UBS Group first reported a position in Ameriprise Financial in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Ameriprise Financial position peaked at $771M in Q4 2024.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.