AXS Investments’s Ameriprise Financial AMP Stock Holding History

AXS Investments’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 Q2	–	Sell	-2,460	Closed	-$1.19M	–	151
2025 Q1	$1.19M	Buy	2,460 +58	+2%	+$30.4K	0.33%	149
2024 Q4	$1.28M	Sell	2,402 -504	-17%	-$269K	0.36%	134
2024 Q3	$1.37M	Buy	2,906 +139	+5%	+$60.3K	0.36%	127
2024 Q2	$1.18M	Sell	2,767 -263	-9%	-$112K	0.33%	134
2024 Q1	$1.33M	Buy	+3,030	New	+$1.21M	0.32%	112
2023 Q4	–	Sell	-3,690	Closed	-$1.22M	–	398
2023 Q3	$1.22M	Buy	+3,690	New	+$1.26M	0.31%	101
2023 Q2	–	Sell	-3,787	Closed	-$1.16M	–	420
2023 Q1	$1.16M	Buy	3,787 +364	+11%	+$119K	0.38%	99
2022 Q4	$1.07M	Sell	3,423 -173	-5%	-$52.8K	0.38%	101
2022 Q3	$906K	Sell	3,596 -238	-6%	-$62.6K	0.35%	113
2022 Q2	$911K	Buy	+3,834	New	+$1.03M	0.32%	122

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AXS Investments's AMP Position: Q2 2025 in Review

AXS Investments sold out of Ameriprise Financial (AMP) in Q2 2025, closing a stake of 2,460 shares — an estimated $1.19M sold.

AXS Investments first reported a position in AMP in Q2 2022 and held it in 10 quarters. The position peaked at $1.37M in Q3 2024. 1,361 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

AXS Investments reported no remaining Ameriprise Financial position as of Q2 2025 after selling out during the quarter.
AXS Investments sold 2,460 Ameriprise Financial shares in Q2 2025, an estimated $1.19M.
AXS Investments first reported a position in Ameriprise Financial in Q2 2022 and held it in 10 quarters.
AXS Investments's Ameriprise Financial position peaked at $1.37M in Q3 2024.
1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on AXS Investments's 13F filing for Q2 2025, filed 11 Aug 2025.