J. Safra Sarasin Holding AG Reduces Stake in Ameriprise Financial

The Swiss investment firm sold over 33,000 shares of the financial services provider in Q4 2025.

Mar. 31, 2026 at 9:53am

Got story updates? Submit your updates here. ›

An extreme close-up of various metal gears, levers, and mechanisms in shades of grey, bronze, and black, conveying the idea of the secure, powerful infrastructure that supports the financial industry.

A close-up view of the intricate, industrial mechanisms that power the financial services sector, symbolizing the complex systems that underpin wealth management and investment advisory firms.Minneapolis Today

J. Safra Sarasin Holding AG, a Swiss investment firm, lowered its position in Ameriprise Financial, Inc. (NYSE: AMP) by 59.6% in the fourth quarter of 2025, according to a disclosure filed with the Securities and Exchange Commission (SEC). The firm now owns 22,483 shares of the financial services provider's stock, down from 55,673 shares previously.

Why it matters

This transaction reflects broader shifts in institutional investment holdings and portfolio adjustments among major financial firms. Ameriprise Financial is a prominent wealth management and investment advisory company, so changes to its shareholder base can provide insights into the broader investment landscape.

The details

In its SEC filing, J. Safra Sarasin Holding AG reported selling 33,190 shares of Ameriprise Financial during the fourth quarter. The firm's remaining 22,483 shares were valued at $11,024,000 at the end of the reporting period. Other major institutional investors, including Qube Research & Technologies Ltd, Man Group plc, and Federated Hermes Inc., have also adjusted their Ameriprise Financial holdings in recent quarters.

The share sale occurred in the fourth quarter of 2025.
J. Safra Sarasin Holding AG filed the disclosure with the SEC on March 31, 2026.

The players