Bank Julius Baer & Co. Ltd, Zurich

Bank

Position in AMP — Ameriprise Financial Inc

CIK 1544599 ZURICH, V8

Position in AMP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$82,576

+$55,558 QoQ

Shares Held

180

+227.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,156

of 1,371 holders

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bank Julius Baer & Co. Ltd, Zurich holds $21,232,670 across 6 Asset Management names. AMP ranks #6 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	17,758	$17,075,382
2	RJF	Raymond James Financial Inc	19,164	$2,913,502
3	TROW	Price T Rowe Group Inc	4,400	$500,236
4	PHYS	Sprott Physical Gold Trust	14,850	$448,024
5	BN	BROOKFIELD Corp /ON/	5,000	$212,950
6	AMP	Ameriprise Financial Inc This page	180	$82,576

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$82,576	180	+227.3%	Shares	Sole	2026-08-10
2025-09-30	$27,018	55	-99.5%	Shares	Sole	2025-11-13
2025-06-30	$6,421,305	12,031	+21774.5%	Shares	Sole	2025-08-14
2025-03-31	$26,626	55	-87.6%	Shares	Sole	2025-09-17
2023-09-30	$146,707	445	+2.5%	Shares	Sole	2023-11-13
2023-06-30	$144,157	434	-58.0%	Shares	Sole	2023-07-24
2023-03-31	$316,921	1,034	+49.6%	Shares	Sole	2023-05-11
2022-12-31	$215,156	691	+149.5%	Shares	Sole	2023-01-24
2022-09-30	$69,790	277	-63.4%	Shares	Sole	2022-11-04
2022-06-30	$179,686	756	-29.1%	Shares	Sole	2022-07-22
2022-03-31	$320,484	1,067	+433.5%	Shares	Sole	2022-05-09
2021-09-30	$52,824	200	-0.5%	Shares	Sole	2021-11-12
2021-06-30	$50,024	201	—	Shares	Sole	2021-07-23
No filing history on record for this holder in this stock.