Bleakley Financial Group’s Ameriprise Financial AMP Stock Holding History

Bleakley Financial Group’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	-2,670	Closed	-$1.42M	–	525
2024 Q4	$1.42M	Sell	2,670 -1	-0%	-$534	0.04%	324
2024 Q3	$1.25M	Sell	2,671 -99	-4%	-$43K	0.04%	353
2024 Q2	$1.18M	Buy	2,770 +12	+0.4%	+$5.13K	0.03%	384
2024 Q1	$1.21M	Buy	2,758 +77	+3%	+$30.8K	0.04%	391
2023 Q4	$1.02M	Sell	2,681 -39	-1%	-$13.4K	0.03%	395
2023 Q3	$897K	Sell	2,720 -320	-11%	-$109K	0.03%	400
2023 Q2	$1.01M	Buy	3,040 +13	+0.4%	+$4K	0.03%	400
2023 Q1	$928K	Sell	3,027 -36	-1%	-$11.8K	0.03%	402
2022 Q4	$954K	Buy	+3,063	New	+$934K	0.03%	385

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

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Bleakley Financial Group's AMP Position: Q1 2025 in Review

Bleakley Financial Group sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 2,670 shares — an estimated $1.42M sold.

Bleakley Financial Group first reported a position in AMP in Q4 2022 and held it in 9 quarters. The position peaked at $1.42M in Q4 2024. 1,366 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

Bleakley Financial Group reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
Bleakley Financial Group sold 2,670 Ameriprise Financial shares in Q1 2025, an estimated $1.42M.
Bleakley Financial Group first reported a position in Ameriprise Financial in Q4 2022 and held it in 9 quarters.
Bleakley Financial Group's Ameriprise Financial position peaked at $1.42M in Q4 2024.
1,366 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.