EIG
AMP icon

Ellenbecker Investment Group’s Ameriprise Financial AMP Stock Holding History

Ellenbecker Investment Group’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
Q2 		– Sell
-1,128
Closed -$546K – 120
2025
Q1 		$546K Buy
+1,128
New +$592K 0.1% 64

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ellenbecker Investment Group's AMP Position: Q2 2025 in Review

Ellenbecker Investment Group sold out of Ameriprise Financial (AMP) in Q2 2025, closing a stake of 1,128 shares — an estimated $546K sold.

Ellenbecker Investment Group first reported a position in AMP in Q1 2025 and held it in 1 quarter. The position peaked at $546K in Q1 2025. 1,361 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

  • Ellenbecker Investment Group reported no remaining Ameriprise Financial position as of Q2 2025 after selling out during the quarter.
  • Ellenbecker Investment Group sold 1,128 Ameriprise Financial shares in Q2 2025, an estimated $546K.
  • Ellenbecker Investment Group first reported a position in Ameriprise Financial in Q1 2025 and held it in 1 quarter.
  • Ellenbecker Investment Group's Ameriprise Financial position peaked at $546K in Q1 2025.
  • 1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on Ellenbecker Investment Group's 13F filing for Q2 2025, filed 22 Jul 2025.