Element Capital Management’s Ameriprise Financial AMP Stock Holding History

Element Capital Management’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	-1,001	Closed	-$492K	–	62
2025 Q3	$492K	Buy	+1,001	New	+$513K	0.7%	45
2025 Q2	–	Sell	-5,400	Closed	-$2.61M	–	13
2025 Q1	$2.61M	Buy	+5,400	New	+$2.83M	0.65%	121
2019 Q4	–	Sell	-6,800	Closed	-$1M	–	54
2019 Q3	$1M	Buy	+6,800	New	+$953K	0.09%	183
2019 Q2	–	Sell	-23,059	Closed	-$2.95M	–	269
2019 Q1	$2.95M	Buy	23,059 +11,236	+95%	+$1.39M	0.09%	187
2018 Q4	$1.23M	Sell	11,823 -40,942	-78%	-$5.14M	0.04%	284
2018 Q3	$7.79M	Buy	52,765 +41,883	+385%	+$5.99M	0.16%	129
2018 Q2	$1.52M	Buy	10,882 +5,778	+113%	+$819K	0.04%	204
2018 Q1	$755K	Buy	+5,104	New	+$833K	0.02%	242
2016 Q3	–	Sell	-5,853	Closed	-$526K	–	59
2016 Q2	$526K	Buy	+5,853	New	+$565K	0.08%	158
2016 Q1	–	Sell	-5,820	Closed	-$619K	–	215
2015 Q4	$619K	Sell	5,820 -540	-8%	-$60.3K	0.12%	116
2015 Q3	$694K	Buy	6,360 +5,960	+1,490%	+$703K	0.25%	66
2015 Q2	$50K	Buy	+400	New	+$51K	0.02%	240

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Element Capital Management's AMP Position: Q4 2025 in Review

Element Capital Management sold out of Ameriprise Financial (AMP) in Q4 2025, closing a stake of 1,001 shares — an estimated $492K sold.

Element Capital Management first reported a position in AMP in Q2 2015 and held it in 12 quarters. The position peaked at $7.79M in Q3 2018. 1,426 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

Element Capital Management reported no remaining Ameriprise Financial position as of Q4 2025 after selling out during the quarter.
Element Capital Management sold 1,001 Ameriprise Financial shares in Q4 2025, an estimated $492K.
Element Capital Management first reported a position in Ameriprise Financial in Q2 2015 and held it in 12 quarters.
Element Capital Management's Ameriprise Financial position peaked at $7.79M in Q3 2018.
1,426 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on Element Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.