Universal-Beteiligungs- und Servicegesellschaft’s Ameriprise Financial AMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$60.6M Sell
136,428
-26,816
-16% -$12.9M 0.1% 178
2025
Q4
$80.3M Buy
163,244
+1,220
+0.8% +$579K 0.13% 146
2025
Q3
$79.6M Sell
162,024
-24,547
-13% -$12.6M 0.13% 138
2025
Q2
$99.6M Sell
186,571
-7,436
-4% -$3.67M 0.18% 114
2025
Q1
$93.9M Buy
194,007
+5,930
+3% +$3.11M 0.19% 115
2024
Q4
$100M Buy
+188,077
New +$100M 0.2% 103

Other funds holding AMP

Universal-Beteiligungs- und Servicegesellschaft's AMP Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Ameriprise Financial (AMP) stake by 16% in Q1 2026, selling an estimated $12.9M and leaving 136,428 shares worth $60.6M. The position accounts for 0.1% of the portfolio, ranked #178.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in AMP in Q4 2024 and has held it in 6 quarters since. The position peaked at $100M in Q4 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 136,428 shares of Ameriprise Financial worth $60.6M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 26,816 Ameriprise Financial shares in Q1 2026, an estimated $12.9M.
  • Ameriprise Financial made up 0.1% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #178 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Ameriprise Financial in Q4 2024 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Ameriprise Financial position peaked at $100M in Q4 2024.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.