Ameriprise
LYG icon

Ameriprise’s Lloyds Banking Group LYG Stock Holding History

Ameriprise’s Portfolio LYG Stock Details LYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.33M Buy
742,245
+40,689
+6% +$221K ﹤0.01% 2647
2026
Q1 		$3.53M Buy
701,556
+1,224
+0.2% +$6.71K ﹤0.01% 2660
2025
Q4 		$3.71M Sell
700,332
-41,442
-6% -$201K ﹤0.01% 2645
2025
Q3 		$3.37M Buy
741,774
+15,240
+2% +$66.6K ﹤0.01% 2704
2025
Q2 		$3.09M Sell
726,534
-85,651
-11% -$340K ﹤0.01% 2701
2025
Q1 		$3.1M Sell
812,185
-17,772
-2% -$58.8K ﹤0.01% 2652
2024
Q4 		$2.26M Sell
829,957
-12,994
-2% -$37.1K ﹤0.01% 2860
2024
Q3 		$2.63M Sell
842,951
-1,031,331
-55% -$3.09M ﹤0.01% 2765
2024
Q2 		$5.12M Sell
1,874,282
-1,287,545
-41% -$3.45M ﹤0.01% 2285
2024
Q1 		$8.2M Buy
3,161,827
+241,891
+8% +$555K ﹤0.01% 1970
2023
Q4 		$6.99M Buy
2,919,936
+121,339
+4% +$260K ﹤0.01% 2083
2023
Q3 		$5.96M Buy
2,798,597
+605,451
+28% +$1.31M ﹤0.01% 2151
2023
Q2 		$4.82M Buy
2,193,146
+372,130
+20% +$853K ﹤0.01% 2366
2023
Q1 		$4.22M Buy
1,821,016
+181,703
+11% +$440K ﹤0.01% 2429
2022
Q4 		$3.61M Buy
1,639,313
+152,874
+10% +$315K ﹤0.01% 2508
2022
Q3 		$2.66M Sell
1,486,439
-231,333
-13% -$480K ﹤0.01% 2649
2022
Q2 		$2.92M Buy
1,717,772
+603,842
+54% +$1.33M ﹤0.01% 2631
2022
Q1 		$2.72M Buy
1,113,930
+288,968
+35% +$769K ﹤0.01% 2779
2021
Q4 		$2.1M Buy
824,962
+191,010
+30% +$487K ﹤0.01% 2934
2021
Q3 		$1.55M Buy
633,952
+107,945
+21% +$264K ﹤0.01% 2971
2021
Q2 		$1.34M Buy
526,007
+85,697
+19% +$220K ﹤0.01% 3097
2021
Q1 		$1.02M Sell
440,310
-166,627
-27% -$346K ﹤0.01% 3143
2020
Q4 		$1.19M Buy
606,937
+38,307
+7% +$64.6K ﹤0.01% 3001
2020
Q3 		$737K Buy
568,630
+92,466
+19% +$130K ﹤0.01% 3098
2020
Q2 		$715K Buy
476,164
+109,730
+30% +$165K ﹤0.01% 3056
2020
Q1 		$553K Sell
366,434
-92,500
-20% -$238K ﹤0.01% 3078
2019
Q4 		$1.52M Buy
458,934
+130,961
+40% +$396K ﹤0.01% 2869
2019
Q3 		$866K Buy
327,973
+56,644
+21% +$147K ﹤0.01% 3079
2019
Q2 		$771K Buy
271,329
+10,813
+4% +$33.4K ﹤0.01% 3159
2019
Q1 		$836K Sell
260,516
-183,179
-41% -$560K ﹤0.01% 3108
2018
Q4 		$1.13M Sell
443,695
-416,788
-48% -$1.18M ﹤0.01% 2892
2018
Q3 		$2.62M Sell
860,483
-8,039
-0.9% -$25.8K ﹤0.01% 2709
2018
Q2 		$2.89M Sell
868,522
-5,134
-0.6% -$18.2K ﹤0.01% 2568
2018
Q1 		$3.25M Buy
873,656
+30,657
+4% +$119K ﹤0.01% 2461
2017
Q4 		$3.16M Buy
842,999
+107,260
+15% +$387K ﹤0.01% 2413
2017
Q3 		$2.69M Sell
735,739
-23,481
-3% -$81.8K ﹤0.01% 2454
2017
Q2 		$2.68M Buy
759,220
+8,804
+1% +$31.3K ﹤0.01% 2460
2017
Q1 		$2.55M Buy
750,416
+262,915
+54% +$886K ﹤0.01% 2467
2016
Q4 		$1.51M Sell
487,501
-30,307
-6% -$88.7K ﹤0.01% 2764
2016
Q3 		$1.49M Sell
517,808
-430,217
-45% -$1.28M ﹤0.01% 2724
2016
Q2 		$2.81M Buy
948,025
+26,966
+3% +$106K ﹤0.01% 2338
2016
Q1 		$3.64M Buy
921,059
+26,658
+3% +$103K ﹤0.01% 2169
2015
Q4 		$3.9M Buy
894,401
+53,972
+6% +$245K ﹤0.01% 2210
2015
Q3 		$3.87M Buy
840,429
+108,981
+15% +$545K ﹤0.01% 2190
2015
Q2 		$3.97M Buy
731,448
+34,525
+5% +$180K ﹤0.01% 2307
2015
Q1 		$3.25M Buy
696,923
+362,273
+108% +$1.69M ﹤0.01% 2336
2014
Q4 		$1.55M Buy
334,650
+283,366
+553% +$1.37M ﹤0.01% 2668
2014
Q3 		$258K Sell
51,284
-2,846
-5% -$14.3K ﹤0.01% 3302
2014
Q2 		$278K Buy
54,130
+17,054
+46% +$88.5K ﹤0.01% 3191
2014
Q1 		$189K Buy
37,076
+11,445
+45% +$62.1K ﹤0.01% 3265
2013
Q4 		$136K Buy
25,631
+8,179
+47% +$41K ﹤0.01% 3292
2013
Q3 		$84K Buy
17,452
+4,667
+37% +$21K ﹤0.01% 3540
2013
Q2 		$49K Buy
+12,785
New +$44.5K ﹤0.01% 3726

Other funds holding LYG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ameriprise's LYG Position: Q2 2026 in Review

Ameriprise increased its Lloyds Banking Group (LYG) stake by 5.8% in Q2 2026, buying an estimated $221K and bringing the position to 742,245 shares worth $4.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2647.

Ameriprise first reported a position in LYG in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.2M in Q1 2024. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Ameriprise held 742,245 shares of Lloyds Banking Group worth $4.33M as of Q2 2026.
  • Ameriprise bought 40,689 Lloyds Banking Group shares in Q2 2026, an estimated $221K.
  • Lloyds Banking Group made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #2647 holding.
  • Ameriprise first reported a position in Lloyds Banking Group in Q2 2013 and has held it in 53 quarters since.
  • Ameriprise's Lloyds Banking Group position peaked at $8.2M in Q1 2024.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.