UBS Group AG Has $501.33 Million Stock Holdings in Ameriprise Financial, Inc. $AMP

Key Points

• UBS Group AG trimmed its Ameriprise stake by 3% in Q4 to 1,022,408 shares worth about $501.33 million, and institutional investors now own roughly 83.95% of the company.
• Q1 results: Ameriprise reported $11.26 EPS (beating estimates) and 9.7% YoY revenue growth to $4.77B (slightly below consensus), and the board raised the quarterly dividend to $1.70 (≈6.2% increase).
• Insiders sold a total of 16,658 shares (~$9.0M) over the last quarter — including sales by the CFO — leaving insiders with about 0.60% ownership.

UBS Group AG lessened its stake in shares of Ameriprise Financial, Inc. (NYSE:AMP - Free Report) by 3.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,022,408 shares of the financial services provider's stock after selling 31,451 shares during the period. UBS Group AG owned 1.10% of Ameriprise Financial worth $501,328,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. AE Wealth Management LLC grew its holdings in Ameriprise Financial by 104.2% during the third quarter. AE Wealth Management LLC now owns 3,962 shares of the financial services provider's stock valued at $1,946,000 after purchasing an additional 2,022 shares during the last quarter. National Pension Service grew its holdings in Ameriprise Financial by 4.6% during the third quarter. National Pension Service now owns 152,980 shares of the financial services provider's stock valued at $75,151,000 after purchasing an additional 6,724 shares during the last quarter. Optimize Financial Inc acquired a new position in Ameriprise Financial during the third quarter valued at approximately $453,000. Arjuna Capital grew its holdings in Ameriprise Financial by 14.6% during the third quarter. Arjuna Capital now owns 12,613 shares of the financial services provider's stock valued at $6,196,000 after purchasing an additional 1,610 shares during the last quarter. Finally, Candriam S.C.A. grew its holdings in Ameriprise Financial by 83.9% during the third quarter. Candriam S.C.A. now owns 63,839 shares of the financial services provider's stock valued at $31,361,000 after purchasing an additional 29,116 shares during the last quarter. Institutional investors and hedge funds own 83.95% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on AMP shares. Piper Sandler lowered their price target on Ameriprise Financial from $530.00 to $460.00 and set a "hold" rating on the stock in a report on Tuesday, April 7th. Raymond James Financial set a $582.00 price target on Ameriprise Financial and gave the company a "strong-buy" rating in a report on Wednesday, February 11th. Morgan Stanley lowered their price target on Ameriprise Financial from $485.00 to $452.00 and set an "underweight" rating on the stock in a report on Friday, April 10th. BMO Capital Markets increased their price target on Ameriprise Financial from $470.00 to $490.00 and gave the company a "market perform" rating in a report on Friday. Finally, Royal Bank Of Canada restated an "outperform" rating and issued a $605.00 price objective (up from $580.00) on shares of Ameriprise Financial in a research note on Monday, February 2nd. One investment analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Ameriprise Financial currently has an average rating of "Hold" and a consensus price target of $540.33.

Insider Transactions at Ameriprise Financial

In related news, insider Gumer Alvero sold 4,658 shares of the firm's stock in a transaction on Monday, February 9th. The stock was sold at an average price of $542.88, for a total value of $2,528,735.04. Following the completion of the transaction, the insider directly owned 4,621 shares of the company's stock, valued at $2,508,648.48. This trade represents a 50.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Walter Stanley Berman sold 7,000 shares of the firm's stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $544.22, for a total value of $3,809,540.00. Following the completion of the transaction, the chief financial officer directly owned 5,609 shares of the company's stock, valued at approximately $3,052,529.98. This trade represents a 55.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 16,658 shares of company stock worth $8,998,675. Insiders own 0.60% of the company's stock.

Key Stories Impacting Ameriprise Financial

Here are the key news stories impacting Ameriprise Financial this week:

• Positive Sentiment: Q1 earnings beat — Ameriprise reported $11.26 EPS vs. consensus ~$10.2 and saw revenue +9.7% year-over-year with AUM growth, supporting the stronger-than-expected profit print. Ameriprise Q1 Earnings Beat as Revenues & AUM Grow Y/Y
• Positive Sentiment: Dividend bump — Board raised the quarterly cash dividend to $1.70 (≈6.2% increase), reinforcing capital-return policy and income appeal for shareholders. Ameriprise Financial Increases Regular Quarterly Dividend 6 Percent
• Positive Sentiment: Analyst note — BMO raised its price target to $490 (market-perform), signaling modest upside from current levels and some analyst confidence after results. BMO Raises AMP Price Target to $490
• Neutral Sentiment: Earnings call/transcript available — Management commentary and the call transcript provide more details on revenue drivers, expense trends and guidance nuance for investors to parse. Ameriprise (AMP) Q1 2026 Earnings Transcript
• Neutral Sentiment: Valuation pieces circulating — Several outlets are reassessing AMP’s valuation after mixed share performance; useful for longer-term positioning but not immediate catalysts. Assessing Ameriprise Financial (AMP) Valuation After Recent Mixed Share Price Performance
• Negative Sentiment: Expenses and revenue miss — While EPS beat, revenue came in slightly below consensus ($4.77B vs. ~$4.82B) and rising expenses were flagged as tempering margin gains — a short-term profit-risk. Ameriprise Q1 Press Release / Slide Deck
• Negative Sentiment: Reported data incident — A report indicates ~47,876 Americans were warned after hackers hit an NYSE-listed firm, placing personal/financial data at risk; if this involves Ameriprise it could lead to reputational, remediation and regulatory costs. 47,876 Americans Warned After Hackers Hit NYSE-Listed Firm, Placing Personal and Financial Data at Risk

Ameriprise Financial Trading Down 0.1%

Shares of Ameriprise Financial stock opened at $463.70 on Monday. The company's fifty day simple moving average is $454.55 and its 200-day simple moving average is $474.30. The company has a market cap of $42.28 billion, a price-to-earnings ratio of 11.53, a PEG ratio of 1.14 and a beta of 1.27. The company has a current ratio of 0.66, a quick ratio of 0.68 and a debt-to-equity ratio of 0.90. Ameriprise Financial, Inc. has a 1 year low of $422.37 and a 1 year high of $550.18.

Ameriprise Financial (NYSE:AMP - Get Free Report) last announced its quarterly earnings data on Thursday, April 23rd. The financial services provider reported $11.26 earnings per share (EPS) for the quarter, topping the consensus estimate of $10.21 by $1.05. The business had revenue of $4.77 billion for the quarter, compared to the consensus estimate of $4.82 billion. Ameriprise Financial had a net margin of 20.57% and a return on equity of 62.88%. Ameriprise Financial's quarterly revenue was up 9.7% on a year-over-year basis. During the same quarter last year, the company posted $9.50 earnings per share. As a group, sell-side analysts expect that Ameriprise Financial, Inc. will post 41.06 EPS for the current year.

Ameriprise Financial Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 22nd. Stockholders of record on Monday, May 4th will be paid a $1.70 dividend. The ex-dividend date is Monday, May 4th. This is a positive change from Ameriprise Financial's previous quarterly dividend of $1.60. This represents a $6.80 annualized dividend and a dividend yield of 1.5%. Ameriprise Financial's dividend payout ratio is 15.92%.

About Ameriprise Financial

Ameriprise Financial, Inc is a diversified financial services company headquartered in Minneapolis, Minnesota. The firm provides a range of advice-based wealth management, asset management and insurance products to individual and institutional clients. Its business model centers on delivering financial planning and investment advice through a network of financial advisors alongside proprietary product offerings designed to meet retirement, protection and accumulation needs.

Core products and services include comprehensive financial planning and advisory services, managed investment portfolios, retirement planning solutions, annuities and life insurance products.

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