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Clarius Group LLC’s Ameriprise Financial AMP Stock Holding History

Clarius Group LLC’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
Q4 		$244K Sell
497
-230
-32% -$109K 0.01% 336
2025
Q3 		$357K Sell
727
-585
-45% -$300K 0.02% 262
2025
Q2 		$700K Sell
1,312
-1,122
-46% -$554K 0.04% 194
2025
Q1 		$1.18M Buy
2,434
+1,280
+111% +$671K 0.07% 126
2024
Q4 		$614K Buy
1,154
+7
+0.6% +$3.74K 0.04% 184
2024
Q3 		$538K Sell
1,147
-11
-0.9% -$4.77K 0.04% 208
2024
Q2 		$495K Sell
1,158
-50
-4% -$21.4K 0.04% 216
2024
Q1 		$530K Sell
1,208
-103
-8% -$41.2K 0.04% 216
2023
Q4 		$498K Sell
1,311
-75
-5% -$25.7K 0.04% 240
2023
Q3 		$457K Sell
1,386
-359
-21% -$123K 0.04% 235
2023
Q2 		$580K Buy
1,745
+11
+0.6% +$3.38K 0.04% 229
2023
Q1 		$531K Sell
1,734
-104
-6% -$34.1K 0.05% 241
2022
Q4 		$572K Buy
1,838
+20
+1% +$6.1K 0.05% 220
2022
Q3 		$458K Buy
1,818
+138
+8% +$36.3K 0.05% 231
2022
Q2 		$399K Buy
1,680
+33
+2% +$8.84K 0.04% 259
2022
Q1 		$497K Hold
1,647
– – 0.04% 243
2021
Q4 		$497K Buy
1,647
+49
+3% +$14.5K 0.04% 243
2021
Q3 		$422K Buy
1,598
+26
+2% +$6.8K 0.04% 251
2021
Q2 		$391K Buy
1,572
+18
+1% +$4.54K 0.04% 261
2021
Q1 		$361K Buy
1,554
+371
+31% +$80.2K 0.04% 253
2020
Q4 		$230K Buy
+1,183
New +$212K 0.02% 308

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Clarius Group LLC's AMP Position: Q4 2025 in Review

Clarius Group LLC reduced its Ameriprise Financial (AMP) stake by 32% in Q4 2025, selling an estimated $109K and leaving 497 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #336.

Clarius Group LLC first reported a position in AMP in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.18M in Q1 2025. 1,425 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

  • Clarius Group LLC held 497 shares of Ameriprise Financial worth $244K as of Q4 2025.
  • Clarius Group LLC sold 230 Ameriprise Financial shares in Q4 2025, an estimated $109K.
  • Ameriprise Financial made up 0.01% of Clarius Group LLC's portfolio in Q4 2025, its #336 holding.
  • Clarius Group LLC first reported a position in Ameriprise Financial in Q4 2020 and has held it in 21 quarters since.
  • Clarius Group LLC's Ameriprise Financial position peaked at $1.18M in Q1 2025.
  • 1,425 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.