Edmond de Rothschild Holding’s Ameriprise Financial AMP Stock Holding History

Edmond de Rothschild Holding’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	–	Sell	-647	Closed	-$318K	–	566
2025 Q3	$318K	Hold	647	–	–	﹤0.01%	364
2025 Q2	$345K	Hold	647	–	–	0.01%	351
2025 Q1	$313K	Sell	647 -133	-17%	-$69.8K	0.01%	358
2024 Q4	$415K	Sell	780 -130	-14%	-$69.4K	0.01%	348
2024 Q3	$428K	Buy	910 +641	+238%	+$278K	0.01%	357
2024 Q2	$115K	Buy	+269	New	+$115K	﹤0.01%	477
2023 Q3	–	Sell	-566	Closed	-$188K	–	708
2023 Q2	$188K	Sell	566 -662	-54%	-$203K	﹤0.01%	447
2023 Q1	$376K	Buy	1,228 +96	+8%	+$31.5K	0.01%	392
2022 Q4	$352K	Sell	1,132 -309	-21%	-$94.2K	0.01%	406
2022 Q3	$363K	Hold	1,441	–	–	0.01%	402
2022 Q2	$342K	Buy	+1,441	New	+$386K	0.01%	427
2017 Q2	–	Sell	-261	Closed	-$34K	–	806
2017 Q1	$34K	Buy	261 +141	+118%	+$17.4K	﹤0.01%	689
2016 Q4	$13K	Hold	120	–	–	﹤0.01%	746
2016 Q3	$12K	Hold	120	–	–	﹤0.01%	778
2016 Q2	$11K	Hold	120	–	–	﹤0.01%	757
2016 Q1	$11K	Sell	120 -126	-51%	-$11.3K	﹤0.01%	761
2015 Q4	$26K	Buy	+246	New	+$27.5K	﹤0.01%	695

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Edmond de Rothschild Holding's AMP Position: Q4 2025 in Review

Edmond de Rothschild Holding sold out of Ameriprise Financial (AMP) in Q4 2025, closing a stake of 647 shares — an estimated $318K sold.

Edmond de Rothschild Holding first reported a position in AMP in Q4 2015 and held it in 17 quarters. The position peaked at $428K in Q3 2024. 1,424 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

Edmond de Rothschild Holding reported no remaining Ameriprise Financial position as of Q4 2025 after selling out during the quarter.
Edmond de Rothschild Holding sold 647 Ameriprise Financial shares in Q4 2025, an estimated $318K.
Edmond de Rothschild Holding first reported a position in Ameriprise Financial in Q4 2015 and held it in 17 quarters.
Edmond de Rothschild Holding's Ameriprise Financial position peaked at $428K in Q3 2024.
1,424 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2025, filed 17 Feb 2026.