IAM
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Impact Asset Management’s Ameriprise Financial AMP Stock Holding History

Impact Asset 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
Q1 		$4.37M Buy
9,020
+350
+4% +$184K 1.71% 27
2024
Q4 		$4.62M Sell
8,670
-2,600
-23% -$1.39M 1.82% 27
2024
Q3 		$5.29M Buy
+11,270
New +$4.89M 2.04% 27

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Impact Asset Management's AMP Position: Q1 2025 in Review

Impact Asset Management increased its Ameriprise Financial (AMP) stake by 4% in Q1 2025, buying an estimated $184K and bringing the position to 9,020 shares worth $4.37M. The position accounts for 1.71% of the portfolio, ranked #27.

Impact Asset Management first reported a position in AMP in Q3 2024 and has held it in 3 quarters since. The position peaked at $5.29M in Q3 2024. 1,366 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

  • Impact Asset Management held 9,020 shares of Ameriprise Financial worth $4.37M as of Q1 2025.
  • Impact Asset Management bought 350 Ameriprise Financial shares in Q1 2025, an estimated $184K.
  • Ameriprise Financial made up 1.71% of Impact Asset Management's portfolio in Q1 2025, its #27 holding.
  • Impact Asset Management first reported a position in Ameriprise Financial in Q3 2024 and has held it in 3 quarters since.
  • Impact Asset Management's Ameriprise Financial position peaked at $5.29M in Q3 2024.
  • 1,366 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Impact Asset Management's 13F filing for Q1 2025, filed 14 Aug 2025.