Global Financial Private Client’s Ameriprise Financial AMP Stock Holding History

Global Financial Private Client’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	-183	Closed	-$88.6K	–	295
2025 Q1	$88.6K	Buy	183 +11	+6%	+$5.77K	0.03%	278
2024 Q4	$91.6K	Buy	172 +4	+2%	+$2.13K	0.03%	272
2024 Q3	$78.9K	Buy	168 +35	+26%	+$15.2K	0.03%	282
2024 Q2	$56.8K	Hold	133	–	–	0.02%	289
2024 Q1	$57.8K	Hold	133	–	–	0.02%	290
2023 Q4	$50.5K	Hold	133	–	–	0.02%	303
2023 Q3	$43.3K	Hold	133	–	–	0.02%	300
2023 Q2	$44.6K	Hold	133	–	–	0.02%	302
2023 Q1	$40.7K	Hold	133	–	–	0.02%	298
2022 Q4	$41.4K	Hold	133	–	–	0.02%	294
2022 Q3	$34.9K	Buy	+133	New	+$35K	0.02%	299

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

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

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

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Global Financial Private Client's AMP Position: Q2 2025 in Review

Global Financial Private Client sold out of Ameriprise Financial (AMP) in Q2 2025, closing a stake of 183 shares — an estimated $88.6K sold.

Global Financial Private Client first reported a position in AMP in Q3 2022 and held it in 11 quarters. The position peaked at $91.6K in Q4 2024. 1,364 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

Global Financial Private Client reported no remaining Ameriprise Financial position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 183 Ameriprise Financial shares in Q2 2025, an estimated $88.6K.
Global Financial Private Client first reported a position in Ameriprise Financial in Q3 2022 and held it in 11 quarters.
Global Financial Private Client's Ameriprise Financial position peaked at $91.6K in Q4 2024.
1,364 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.