SCHEDULE: Ameriprise Financial Discloses 6.1% Stake in Utz Brands

Sentiment:

Beneficial Ownership Report


Ameriprise Financial, Inc. has reported a 6.1% beneficial ownership stake in Utz Brands, Inc. Class A Common Stock as of December 31, 2025.

Summary

  • Ameriprise Financial, Inc. (AFI) beneficially owns 5,333,171 shares of Utz Brands, Inc. Class A Common Stock.
  • This ownership represents 6.1% of the Class A Common Stock outstanding.
  • AFI holds shared voting power over 5,331,050 shares and shared dispositive power over 5,333,171 shares.
  • The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Utz Brands, Inc.
  • Ameriprise Financial, Inc. is classified as a parent holding company or control person.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral. It is a routine disclosure of beneficial ownership and does not contain information that would significantly alter the perception of the company's operational or financial performance.

Positives

  • A major financial institution, Ameriprise Financial, Inc., holds a significant stake (6.1%) in Utz Brands, Inc., indicating institutional interest.

Future Outlook

This filing does not contain forward-looking statements or guidance regarding Utz Brands, Inc.'s future performance or Ameriprise Financial, Inc.'s investment strategy beyond the certification that shares are held in the ordinary course of business.

Management Comments

  • Ameriprise Financial, Inc. certifies that the securities were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer.

Industry Context

StockSavvy.ai notes that institutional ownership disclosures like this Schedule 13G provide transparency into significant holdings by major financial players. While not an active investment decision, Ameriprise's continued stake in Utz Brands suggests a stable, long-term position in the consumer packaged goods sector, specifically the snack food market, which generally exhibits resilience.

Comparison to Industry Standards

  • This filing is a standard disclosure of beneficial ownership, common among institutional investors holding more than 5% of a company's stock. It aligns with regulatory requirements for transparency in public markets.
  • The 6.1% stake is a notable position for an institutional investor, comparable to other large asset managers' passive holdings in established consumer brands.

Stakeholder Impact

  • Shareholders: Provides transparency regarding a significant institutional holder's stake, potentially offering a degree of stability or validation for the stock.

Key Dates

DateDescription
12/31/2025Date of event which requires filing of this statement (reporting period end date).
02/17/2026Signature date of the Schedule 13G Amendment No. 2 filing.

Recommendation

hold

This Schedule 13G filing is a routine disclosure of beneficial ownership by Ameriprise Financial, Inc. and does not contain new operational, financial, or strategic information that would warrant a change in investment recommendation. The filing indicates a stable, passive institutional holding, which typically supports a 'hold' recommendation in the absence of other catalysts.

Keywords

Utz Brands, Ameriprise Financial, Beneficial Ownership, SEC Filing, Schedule 13G, Class A Common Stock, Institutional Ownership, Snack Food Industry

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