UBS U.S. Allocation Fund AMP Holdings History
UBS U.S. Allocation Fund's Ameriprise Financial Inc Holding Summary
As of 2025-02-28, UBS INVESTMENT TRUST held 113.00 shares of Ameriprise Financial Inc(AMP), totaling $60,710.00. This investment constitutes 0.04% of their stock portfolio, and UBS INVESTMENT TRUST now holds 0% of the outstanding Ameriprise Financial Inc(AMP) stock.
The initial trade took place in 2019Q4. And since then UBS U.S. Allocation Fund has made 3 purchases of AMP, at an average price of $143.22, for a total of 27,446.00 shares. In addition, there have been 16 sales at an average price of $254.11 for 27,333.00 shares. Based on historical transaction data and AMP's current price of $536.31, UBS U.S. Allocation Fund's estimated gain on his AMP holdings is $3.08 Mil, reflecting a 78.24% gain to date.
UBS U.S. Allocation Fund AMP ($536.31) Holding Chart
UBS U.S. Allocation Fund AMP ($536.31) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
