Financial Perspectives’s Ameriprise Financial AMP Stock Holding History

Financial Perspectives’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 Q2	$155K	Hold	338	–	–	0.04%	199
2026 Q1	$150K	Hold	338	–	–	0.04%	194
2025 Q4	$166K	Hold	338	–	–	0.04%	175
2025 Q3	$166K	Hold	338	–	–	0.05%	178
2025 Q2	$180K	Hold	338	–	–	0.05%	156
2025 Q1	$163K	Buy	338 +1	+0.3%	+$524	0.06%	157
2024 Q4	$180K	Buy	337 +200	+146%	+$107K	0.06%	149
2024 Q3	$64.6K	Hold	137	–	–	0.02%	259
2024 Q2	$58.7K	Hold	137	–	–	0.02%	262
2024 Q1	$60.2K	Hold	137	–	–	0.02%	258
2023 Q4	$52.1K	Hold	137	–	–	0.02%	264
2023 Q3	$45.2K	Hold	137	–	–	0.02%	267
2023 Q2	$45.5K	Hold	137	–	–	0.02%	272
2023 Q1	$42K	Hold	137	–	–	0.02%	271
2022 Q4	$42.6K	Hold	137	–	–	0.02%	268
2022 Q3	$34.5K	Hold	137	–	–	0.02%	276
2022 Q2	$32.5K	Hold	137	–	–	0.02%	287
2022 Q1	$41K	Hold	137	–	–	0.02%	275
2021 Q4	$41.2K	Buy	137 +1	+0.7%	+$296	0.02%	260
2021 Q3	$36.1K	Hold	136	–	–	0.02%	275
2021 Q2	$34K	Sell	136 -31,553	-100%	-$7.95M	0.02%	305
2021 Q1	$136K	Buy	31,689 +31,553	+23,201%	+$6.82M	0.01%	441
2020 Q4	$26.5K	Hold	136	–	–	0.02%	300
2020 Q3	$21K	Hold	136	–	–	0.01%	283
2020 Q2	$20.4K	Hold	136	–	–	0.01%	271
2020 Q1	$13.9K	Hold	136	–	–	0.01%	283
2019 Q4	$22.6K	Buy	+136	New	+$21.1K	0.02%	246

Other funds holding AMP

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Financial Perspectives's AMP Position: Q2 2026 in Review

Financial Perspectives held its Ameriprise Financial (AMP) position steady in Q2 2026 at 338 shares worth $155K. The position accounts for 0.04% of the portfolio, ranked #199.

Financial Perspectives first reported a position in AMP in Q4 2019 and has held it in 27 quarters since. The position peaked at $180K in Q2 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Financial Perspectives held 338 shares of Ameriprise Financial worth $155K as of Q2 2026.
Financial Perspectives left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up 0.04% of Financial Perspectives's portfolio in Q2 2026, its #199 holding.
Financial Perspectives first reported a position in Ameriprise Financial in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Ameriprise Financial position peaked at $180K in Q2 2025.
1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.