JFG
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Jefferies Financial Group’s Ameriprise Financial AMP Stock Holding History

Jefferies Financial Group’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 		$292K Sell
656
-1,473
-69% -$710K ﹤0.01% 1388
2025
Q4 		$1.04M Sell
2,129
-12,057
-85% -$5.72M 0.01% 1058
2025
Q3 		$6.97M Buy
14,186
+13,646
+2,527% +$6.99M 0.03% 287
2025
Q2 		$288K Sell
540
-29,986
-98% -$14.8M ﹤0.01% 1042
2025
Q1 		$14.8M Buy
30,526
+30,000
+5,703% +$15.7M 0.13% 100
2024
Q4 		$280K Sell
526
-94
-15% -$50.2K ﹤0.01% 1284
2024
Q3 		$291K Buy
620
+96
+18% +$41.6K ﹤0.01% 1126
2024
Q2 		$224K Sell
524
-10,091
-95% -$4.31M ﹤0.01% 1201
2024
Q1 		$4.65M Buy
+10,615
New +$4.25M 0.04% 323
2023
Q4 		– Sell
-3,200
Closed -$1.05M – 1669
2023
Q3 		$1.05M Buy
+3,200
New +$1.09M 0.01% 823
2023
Q1 		– Sell
-4,731
Closed -$1.47M – 1609
2022
Q4 		$1.47M Buy
+4,731
New +$1.44M 0.01% 760

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

Jefferies Financial Group's AMP Position: Q1 2026 in Review

Jefferies Financial Group reduced its Ameriprise Financial (AMP) stake by 69% in Q1 2026, selling an estimated $710K and leaving 656 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Jefferies Financial Group first reported a position in AMP in Q4 2022 and has held it in 11 quarters since. The position peaked at $14.8M in Q1 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Jefferies Financial Group held 656 shares of Ameriprise Financial worth $292K as of Q1 2026.
  • Jefferies Financial Group sold 1,473 Ameriprise Financial shares in Q1 2026, an estimated $710K.
  • Ameriprise Financial made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1388 holding.
  • Jefferies Financial Group first reported a position in Ameriprise Financial in Q4 2022 and has held it in 11 quarters since.
  • Jefferies Financial Group's Ameriprise Financial position peaked at $14.8M in Q1 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.