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J. Safra Asset Management’s Ameriprise Financial AMP Stock Holding History

J. Safra 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
2026
Q1 		$3.56K Sell
8
-1
-11% -$482 ﹤0.01% 530
2025
Q4 		$4.41K Sell
9
-1
-10% -$475 ﹤0.01% 446
2025
Q3 		$4.91K Buy
+10
New +$5.13K ﹤0.01% 310
2016
Q4 		– Sell
-279
Closed -$28K – 32
2016
Q3 		$28K Hold
279
– – 0.05% 111
2016
Q2 		$25K Buy
+279
New +$27K 0.04% 178

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

J. Safra Asset Management's AMP Position: Q1 2026 in Review

J. Safra Asset Management reduced its Ameriprise Financial (AMP) stake by 11% in Q1 2026, selling an estimated $482 and leaving 8 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

J. Safra Asset Management first reported a position in AMP in Q2 2016 and has held it in 5 quarters since. The position peaked at $28K in Q3 2016. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • J. Safra Asset Management held 8 shares of Ameriprise Financial worth $3.56K as of Q1 2026.
  • J. Safra Asset Management sold 1 Ameriprise Financial share in Q1 2026, an estimated $482.
  • Ameriprise Financial made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #530 holding.
  • J. Safra Asset Management first reported a position in Ameriprise Financial in Q2 2016 and has held it in 5 quarters since.
  • J. Safra Asset Management's Ameriprise Financial position peaked at $28K in Q3 2016.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.