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Equibles

UBS Group AG

Position in AMP — Ameriprise Financial Inc

CIK 1610520 ZURICH, V8
Back to AMP Full portfolio

Position in AMP

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$371,224,461
-$146,976,602 QoQ
Shares Held
809,191
-30.6% QoQ
Ownership
0.916%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#22
of 1,374 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 39% Shared 0% None 61%

Common Shares in AMP Over Time

Shares Held

Position Value (USD)

Derivatives in AMP

reported options exposure · as of Sep 30, 2024
CallValue
$2,489,993
CallShares
5,300
PutValue
$2,489,993
PutShares
5,300

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Asset Management

Financial Services · as of Jun 30, 2026

UBS Group AG holds $8,980,262,192 across 469 Asset Management names. AMP ranks #5 (4.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 1,189,321 $1,143,603,496
2 BX
Blackstone Inc.
 7,311,475 $860,341,261
3 APO
Apollo Global Management, Inc.
 5,974,406 $706,831,971
4 BN
BROOKFIELD Corp /ON/
 11,039,263 $470,162,207
5 AMP
Ameriprise Financial Inc
This page 		809,191 $371,224,461
6 TROW
Price T Rowe Group Inc
 2,665,008 $302,984,756
7 ARES
Ares Management Corp
 2,636,093 $293,423,509
8 ARCC
Ares Capital Corp
 13,778,805 $255,321,254

All Filings in AMP

Export CSV
42 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $371,224,461 809,191
2026-03-31 $518,201,063 1,166,069
2025-12-31 $501,327,536 1,022,408
2025-09-30 $517,708,232 1,053,859
2025-06-30 $682,385,544 1,278,522
2025-03-31 $660,783,519 1,364,945
2024-12-31 $770,621,609 1,447,367
2024-09-30 $2,489,993 5,300
2024-09-30 $627,958,378 1,336,622
2024-09-30 $2,489,993 5,300
2024-06-30 $2,264,107 5,300
2024-06-30 $2,264,107 5,300
2024-06-30 $551,811,143 1,291,723
2024-03-31 $8,154,984 18,600
2024-03-31 $545,004,155 1,243,053
2024-03-31 $5,831,252 13,300
2023-12-31 $8,166,345 21,500
2023-12-31 $11,053,053 29,100
2023-12-31 $514,979,588 1,355,816
2023-09-30 $7,088,120 21,500
2023-09-30 $7,846,384 23,800
2023-09-30 $402,837,308 1,221,904
2023-06-30 $6,609,984 19,900
2023-06-30 $416,692,723 1,254,494
2023-06-30 $5,846,016 17,600
2023-03-31 $385,509,569 1,257,780
2023-03-31 $8,398,100 27,400
2023-03-31 $7,693,150 25,100
2022-12-31 $437,495,708 1,405,067
2022-09-30 $25,195 100
2022-09-30 $360,816,331 1,432,095
2022-06-30 $378,898,519 1,594,154
2022-03-31 $494,534,927 1,646,474
2021-09-30 $497,482,165 1,883,546
2021-06-30 $469,578,818 1,886,768
2021-03-31 $457,770,525 1,969,329
2020-12-31 $423,484,711 2,179,204
2020-09-30 $92,466 600
2020-09-30 $340,500,649 2,209,465
2020-06-30 $335,186,808 2,233,983
2020-03-31 $10,248 100
2020-03-31 $254,836,092 2,486,691

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