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AlTi Global’s Ameriprise Financial AMP Stock Holding History

AlTi Global’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-460
Closed -$245K – 390
2024
Q4 		$245K Buy
460
+7
+2% +$3.74K 0.01% 374
2024
Q3 		$213K Buy
+453
New +$197K 0.01% 368
2024
Q2 		– Sell
-738
Closed -$323K – 382
2024
Q1 		$323K Buy
738
+157
+27% +$62.9K 0.01% 307
2023
Q4 		$221K Buy
+581
New +$199K 0.01% 331

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

AlTi Global's AMP Position: Q1 2025 in Review

AlTi Global sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 460 shares — an estimated $245K sold.

AlTi Global first reported a position in AMP in Q4 2023 and held it in 4 quarters. The position peaked at $323K in Q1 2024. 1,366 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

  • AlTi Global reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
  • AlTi Global sold 460 Ameriprise Financial shares in Q1 2025, an estimated $245K.
  • AlTi Global first reported a position in Ameriprise Financial in Q4 2023 and held it in 4 quarters.
  • AlTi Global's Ameriprise Financial position peaked at $323K in Q1 2024.
  • 1,366 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on AlTi Global's 13F filing for Q1 2025, filed 15 May 2025.