Dimensional Fund Advisors
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Dimensional Fund Advisors’s Ameriprise Financial AMP Stock Holding History

Dimensional Fund Advisors’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
Q1 		$455M Buy
1,024,758
+19,731
+2% +$9.51M 0.09% 181
2025
Q4 		$493M Sell
1,005,027
-6,824
-0.7% -$3.24M 0.1% 157
2025
Q3 		$497M Sell
1,011,851
-60,033
-6% -$30.8M 0.11% 144
2025
Q2 		$572M Sell
1,071,884
-17,664
-2% -$8.73M 0.13% 104
2025
Q1 		$527M Sell
1,089,548
-71,301
-6% -$37.4M 0.13% 104
2024
Q4 		$618M Sell
1,160,849
-18,703
-2% -$9.98M 0.15% 87
2024
Q3 		$554M Buy
1,179,552
+49,920
+4% +$21.7M 0.13% 104
2024
Q2 		$483M Buy
1,129,632
+110,319
+11% +$47.1M 0.13% 112
2024
Q1 		$447M Buy
1,019,313
+4,088
+0.4% +$1.64M 0.12% 128
2023
Q4 		$386M Buy
1,015,225
+35,931
+4% +$12.3M 0.11% 135
2023
Q3 		$323M Sell
979,294
-1,625
-0.2% -$555K 0.11% 150
2023
Q2 		$326M Sell
980,919
-24,418
-2% -$7.5M 0.1% 162
2023
Q1 		$308M Buy
1,005,337
+11,057
+1% +$3.62M 0.1% 162
2022
Q4 		$310K Buy
994,280
+761
+0.1% +$232K 0.09% 166
2022
Q3 		$250M Buy
993,519
+71,559
+8% +$18.8M 0.1% 199
2022
Q2 		$219M Buy
921,960
+77,006
+9% +$20.6M 0.08% 261
2022
Q1 		$254M Buy
844,954
+132,125
+19% +$40M 0.08% 273
2021
Q4 		$215M Buy
712,829
+32,603
+5% +$9.64M 0.07% 334
2021
Q3 		$180M Sell
680,226
-279,695
-29% -$73.2M 0.06% 406
2021
Q2 		$239M Sell
959,921
-155,236
-14% -$39.1M 0.08% 270
2021
Q1 		$259M Sell
1,115,157
-13,035
-1% -$2.82M 0.09% 226
2020
Q4 		$219M Buy
1,128,192
+13,103
+1% +$2.35M 0.08% 250
2020
Q3 		$172M Buy
1,115,089
+60,333
+6% +$9.29M 0.07% 260
2020
Q2 		$158M Buy
1,054,756
+49,202
+5% +$6.31M 0.07% 274
2020
Q1 		$103M Sell
1,005,554
-7,488
-0.7% -$1.11M 0.05% 397
2019
Q4 		$169M Sell
1,013,042
-4,366
-0.4% -$677K 0.06% 357
2019
Q3 		$150M Buy
1,017,408
+1,430
+0.1% +$200K 0.06% 385
2019
Q2 		$147M Buy
1,015,978
+6,965
+0.7% +$1.01M 0.06% 381
2019
Q1 		$129M Buy
1,009,013
+24,654
+3% +$3.06M 0.05% 460
2018
Q4 		$103M Buy
984,359
+181,115
+23% +$22.7M 0.05% 521
2018
Q3 		$119M Buy
803,244
+84,689
+12% +$12.1M 0.05% 563
2018
Q2 		$101M Buy
718,555
+49,067
+7% +$6.95M 0.04% 657
2018
Q1 		$99M Buy
669,488
+6,978
+1% +$1.14M 0.04% 631
2017
Q4 		$112M Sell
662,510
-127,389
-16% -$20.4M 0.05% 537
2017
Q3 		$117M Sell
789,899
-184,373
-19% -$25.7M 0.05% 479
2017
Q2 		$124M Buy
974,272
+59,289
+6% +$7.53M 0.06% 402
2017
Q1 		$119M Buy
914,983
+4,211
+0.5% +$521K 0.06% 431
2016
Q4 		$101M Sell
910,772
-47,006
-5% -$4.96M 0.05% 496
2016
Q3 		$95.5M Buy
957,778
+28,586
+3% +$2.77M 0.05% 473
2016
Q2 		$83.5M Buy
929,192
+188,740
+25% +$18.2M 0.05% 518
2016
Q1 		$69.6M Buy
740,452
+123,189
+20% +$11M 0.04% 598
2015
Q4 		$65.7M Buy
617,263
+38,859
+7% +$4.34M 0.04% 614
2015
Q3 		$63.1M Buy
578,404
+138,704
+32% +$16.4M 0.04% 597
2015
Q2 		$54.9M Buy
439,700
+1,127
+0.3% +$144K 0.03% 771
2015
Q1 		$57.4M Sell
438,573
-123,387
-22% -$16.3M 0.04% 706
2014
Q4 		$74.3M Buy
561,960
+18,800
+3% +$2.38M 0.05% 468
2014
Q3 		$67M Sell
543,160
-89,661
-14% -$11M 0.05% 478
2014
Q2 		$75.9M Sell
632,821
-6,883
-1% -$770K 0.05% 433
2014
Q1 		$70.4M Buy
639,704
+1,001
+0.2% +$110K 0.05% 433
2013
Q4 		$73.5M Sell
638,703
-28,953
-4% -$2.99M 0.06% 396
2013
Q3 		$60.8M Buy
667,656
+3,856
+0.6% +$341K 0.05% 429
2013
Q2 		$53.7M Buy
+663,800
New +$51.6M 0.05% 449

Other funds holding AMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors's AMP Position: Q1 2026 in Review

Dimensional Fund Advisors increased its Ameriprise Financial (AMP) stake by 2% in Q1 2026, buying an estimated $9.51M and bringing the position to 1,024,758 shares worth $455M. The position accounts for 0.09% of the portfolio, ranked #181.

Dimensional Fund Advisors first reported a position in AMP in Q2 2013 and has held it in 52 quarters since. The position peaked at $618M in Q4 2024. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Dimensional Fund Advisors held 1,024,758 shares of Ameriprise Financial worth $455M as of Q1 2026.
  • Dimensional Fund Advisors bought 19,731 Ameriprise Financial shares in Q1 2026, an estimated $9.51M.
  • Ameriprise Financial made up 0.09% of Dimensional Fund Advisors's portfolio in Q1 2026, its #181 holding.
  • Dimensional Fund Advisors first reported a position in Ameriprise Financial in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's Ameriprise Financial position peaked at $618M in Q4 2024.
  • 1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.