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UBS’s Ameriprise Financial AMP Stock Holding History

UBS’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
2014
Q3 		$95.7M Sell
775,716
-364,233
-32% -$44.7M 0.07% 282
2014
Q2 		$137M Buy
1,139,949
+36,309
+3% +$4.06M 0.11% 203
2014
Q1 		$121M Buy
1,103,640
+345,788
+46% +$37.9M 0.11% 198
2013
Q4 		$87.2M Buy
757,852
+65,169
+9% +$6.73M 0.08% 251
2013
Q3 		$63.1M Buy
692,683
+137,505
+25% +$12.1M 0.06% 284
2013
Q2 		$44.9M Buy
+555,178
New +$43.2M 0.05% 343

Other funds holding AMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

UBS's AMP Position: Q3 2014 in Review

UBS reduced its Ameriprise Financial (AMP) stake by 32% in Q3 2014, selling an estimated $44.7M and leaving 775,716 shares worth $95.7M. The position accounts for 0.07% of the portfolio, ranked #282.

UBS first reported a position in AMP in Q2 2013 and has held it in 6 quarters since. The position peaked at $137M in Q2 2014. 603 funds tracked by Wall St. Rank hold AMP as of Q3 2014.

  • UBS held 775,716 shares of Ameriprise Financial worth $95.7M as of Q3 2014.
  • UBS sold 364,233 Ameriprise Financial shares in Q3 2014, an estimated $44.7M.
  • Ameriprise Financial made up 0.07% of UBS's portfolio in Q3 2014, its #282 holding.
  • UBS first reported a position in Ameriprise Financial in Q2 2013 and has held it in 6 quarters since.
  • UBS's Ameriprise Financial position peaked at $137M in Q2 2014.
  • 603 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.