Iconiq Capital’s Ameriprise Financial AMP Stock Holding History

Iconiq Capital’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	-588	Closed	-$285K	–	408
2025 Q1	$285K	Buy	588 +159	+37%	+$83.4K	0.01%	279
2024 Q4	$228K	Buy	+429	New	+$229K	﹤0.01%	294

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Iconiq Capital's AMP Position: Q2 2025 in Review

Iconiq Capital sold out of Ameriprise Financial (AMP) in Q2 2025, closing a stake of 588 shares — an estimated $285K sold.

Iconiq Capital first reported a position in AMP in Q4 2024 and held it in 2 quarters. The position peaked at $285K in Q1 2025. 1,361 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

Iconiq Capital reported no remaining Ameriprise Financial position as of Q2 2025 after selling out during the quarter.
Iconiq Capital sold 588 Ameriprise Financial shares in Q2 2025, an estimated $285K.
Iconiq Capital first reported a position in Ameriprise Financial in Q4 2024 and held it in 2 quarters.
Iconiq Capital's Ameriprise Financial position peaked at $285K in Q1 2025.
1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on Iconiq Capital's 13F filing for Q2 2025, filed 14 Aug 2025.