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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
2025
Q4 		– Sell
-1,000
Closed -$491K – 1839
2025
Q3 		$491K Buy
+1,000
New +$513K ﹤0.01% 1087

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.