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Integrated Wealth Concepts’s Ameriprise Financial AMP Stock Holding History

Integrated Wealth Concepts’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
Q1 		$2.75M Buy
6,179
+3,369
+120% +$1.62M 0.02% 642
2025
Q4 		$1.38M Sell
2,810
-586
-17% -$278K 0.02% 640
2025
Q3 		$1.67M Buy
3,396
+52
+2% +$26.7K 0.01% 745
2025
Q2 		$1.78M Buy
3,344
+477
+17% +$236K 0.02% 653
2025
Q1 		$1.39M Buy
2,867
+76
+3% +$39.9K 0.02% 689
2024
Q4 		$1.49M Buy
2,791
+251
+10% +$134K 0.02% 657
2024
Q3 		$1.19M Sell
2,540
-298
-11% -$129K 0.01% 732
2024
Q2 		$1.21M Buy
2,838
+127
+5% +$54.3K 0.02% 675
2024
Q1 		$1.19M Buy
2,711
+240
+10% +$96.1K 0.02% 684
2023
Q4 		$939K Sell
2,471
-1,127
-31% -$386K 0.02% 749
2023
Q3 		$1.19M Sell
3,598
-167
-4% -$57K 0.02% 623
2023
Q2 		$1.25M Sell
3,765
-717
-16% -$220K 0.02% 602
2023
Q1 		$1.37M Buy
4,482
+2,617
+140% +$857K 0.03% 514
2022
Q4 		$581K Sell
1,865
-1,800
-49% -$549K 0.02% 613
2022
Q3 		$923K Buy
3,665
+1,691
+86% +$445K 0.03% 444
2022
Q2 		$469K Sell
1,974
-102
-5% -$27.3K 0.01% 617
2022
Q1 		$624K Buy
2,076
+47
+2% +$14.2K 0.02% 521
2021
Q4 		$612K Sell
2,029
-206
-9% -$60.9K 0.02% 569
2021
Q3 		$590K Buy
2,235
+79
+4% +$20.7K 0.02% 540
2021
Q2 		$537K Buy
2,156
+30
+1% +$7.56K 0.02% 518
2021
Q1 		$494K Sell
2,126
-406
-16% -$87.8K 0.02% 471
2020
Q4 		$492K Sell
2,532
-210
-8% -$37.6K 0.02% 418
2020
Q3 		$423K Sell
2,742
-90
-3% -$13.9K 0.03% 383
2020
Q2 		$425K Buy
+2,832
New +$363K 0.03% 325

Other funds holding AMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Integrated Wealth Concepts's AMP Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Ameriprise Financial (AMP) stake by 120% in Q1 2026, buying an estimated $1.62M and bringing the position to 6,179 shares worth $2.75M. The position accounts for 0.02% of the portfolio, ranked #642.

Integrated Wealth Concepts first reported a position in AMP in Q2 2020 and has held it in 24 quarters since. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Integrated Wealth Concepts held 6,179 shares of Ameriprise Financial worth $2.75M as of Q1 2026.
  • Integrated Wealth Concepts bought 3,369 Ameriprise Financial shares in Q1 2026, an estimated $1.62M.
  • Ameriprise Financial made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #642 holding.
  • Integrated Wealth Concepts first reported a position in Ameriprise Financial in Q2 2020 and has held it in 24 quarters since.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.