Capital World Investors
AMP icon

Capital World Investors’s Ameriprise Financial AMP Stock Holding History

Capital World Investors’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
2026
Q2 		$68.1M Buy
148,501
+12,150
+9% +$5.57M 0.01% 450
2026
Q1 		$60.6M Buy
136,351
+13,402
+11% +$6.46M 0.01% 435
2025
Q4 		$60.3M Buy
122,949
+5,612
+5% +$2.66M 0.01% 396
2025
Q3 		$57.6M Buy
117,337
+43,710
+59% +$22.4M 0.01% 396
2025
Q2 		$39.3M Buy
73,627
+4,233
+6% +$2.09M 0.01% 435
2025
Q1 		$33.6M Buy
69,394
+1,359
+2% +$713K 0.01% 435
2024
Q4 		$36.2M Sell
68,035
-146
-0.2% -$77.9K 0.01% 429
2024
Q3 		$32M Hold
68,181
– – 0.01% 429
2024
Q2 		$29.1M Buy
68,181
+575
+0.9% +$246K ﹤0.01% 425
2024
Q1 		$29.6M Buy
67,606
+32,930
+95% +$13.2M ﹤0.01% 432
2023
Q4 		$13.2M Hold
34,676
– – ﹤0.01% 460
2023
Q3 		$11.4M Buy
+34,676
New +$11.8M ﹤0.01% 461

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital World Investors's AMP Position: Q2 2026 in Review

Capital World Investors increased its Ameriprise Financial (AMP) stake by 8.9% in Q2 2026, buying an estimated $5.57M and bringing the position to 148,501 shares worth $68.1M. The position accounts for 0.01% of the portfolio, ranked #450.

Capital World Investors first reported a position in AMP in Q3 2023 and has held it in 12 quarters since. 1,154 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Capital World Investors held 148,501 shares of Ameriprise Financial worth $68.1M as of Q2 2026.
  • Capital World Investors bought 12,150 Ameriprise Financial shares in Q2 2026, an estimated $5.57M.
  • Ameriprise Financial made up 0.01% of Capital World Investors's portfolio in Q2 2026, its #450 holding.
  • Capital World Investors first reported a position in Ameriprise Financial in Q3 2023 and has held it in 12 quarters since.
  • 1,154 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.