UBS Group’s Ameriprise Financial AMP Stock Holding History
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 | – | 9891 |
|
|
2024
Q3 | $2.49M | Hold |
5,300
| – | – | ﹤0.01% | 3788 |
|
|
2024
Q2 | $2.26M | Sell |
5,300
-13,300
| -72% | -$5.68M | ﹤0.01% | 3649 |
|
|
2024
Q1 | $8.15M | Sell |
18,600
-10,500
| -36% | -$4.2M | ﹤0.01% | 2464 |
|
|
2023
Q4 | $11.1M | Buy |
29,100
+5,300
| +22% | +$1.82M | ﹤0.01% | 2007 |
|
|
2023
Q3 | $7.85M | Buy |
23,800
+3,900
| +20% | +$1.33M | ﹤0.01% | 2176 |
|
|
2023
Q2 | $6.61M | Sell |
19,900
-7,500
| -27% | -$2.31M | ﹤0.01% | 2314 |
|
|
2023
Q1 | $8.4M | Buy |
+27,400
| New | +$8.98M | ﹤0.01% | 2029 |
|
|
2022
Q4 | – | Sell |
-100
| Closed | -$25K | – | 10693 |
|
|
2022
Q3 | $25K | Buy |
+100
| New | +$26.3K | ﹤0.01% | 7087 |
|
|
2020
Q4 | – | Sell |
-600
| Closed | -$92K | – | 8357 |
|
|
2020
Q3 | $92K | Buy |
+600
| New | +$92.4K | ﹤0.01% | 5238 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$10K | – | 7905 |
|
|
2020
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 6915 |
|
|
2019
Q4 | $17K | Sell |
100
-4,900
| -98% | -$759K | ﹤0.01% | 6976 |
|
|
2019
Q3 | $736K | Buy |
5,000
+4,300
| +614% | +$603K | ﹤0.01% | 4235 |
|
|
2019
Q2 | $102K | Buy |
700
+500
| +250% | +$72.3K | ﹤0.01% | 5359 |
|
|
2019
Q1 | $26K | Sell |
200
-1,000
| -83% | -$124K | ﹤0.01% | 6054 |
|
|
2018
Q4 | $125K | Buy |
1,200
+900
| +300% | +$113K | ﹤0.01% | 5340 |
|
|
2018
Q3 | $44K | Buy |
300
+100
| +50% | +$14.3K | ﹤0.01% | 6249 |
|
|
2018
Q2 | $28K | Hold |
200
| – | – | ﹤0.01% | 6433 |
|
|
2018
Q1 | $30K | Buy |
200
+100
| +100% | +$16.3K | ﹤0.01% | 6076 |
|
|
2017
Q4 | $17K | Buy |
+100
| New | +$16K | ﹤0.01% | 6664 |
|
|
2017
Q3 | – | Sell |
-1,300
| Closed | -$165K | – | 7696 |
|
|
2017
Q2 | $165K | Buy |
1,300
+1,000
| +333% | +$127K | ﹤0.01% | 4858 |
|
|
2017
Q1 | $39K | Buy |
+300
| New | +$37.1K | ﹤0.01% | 5692 |
|
|
2016
Q1 | – | Sell |
-1,000
| Closed | -$106K | – | 7603 |
|
|
2015
Q4 | $106K | Sell |
1,000
-1,200
| -55% | -$134K | ﹤0.01% | 5155 |
|
|
2015
Q3 | $240K | Sell |
2,200
-300
| -12% | -$35.4K | ﹤0.01% | 4482 |
|
|
2015
Q2 | $312K | Buy |
2,500
+500
| +25% | +$63.7K | ﹤0.01% | 4488 |
|
|
2015
Q1 | $262K | Buy |
2,000
+1,500
| +300% | +$198K | ﹤0.01% | 4663 |
|
|
2014
Q4 | $66K | Buy |
+500
| New | +$63.3K | ﹤0.01% | 6139 |
|
Other funds holding AMP
VCM
VPM
N
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.