JFG
AMP icon

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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Jefferies Financial Group's AMP Position: Q2 2026 in Review

Jefferies Financial Group increased its Ameriprise Financial (AMP) stake by 73% in Q2 2026, buying an estimated $220K and bringing the position to 1,137 shares worth $522K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Jefferies Financial Group first reported a position in AMP in Q4 2022 and has held it in 12 quarters since. The position peaked at $14.8M in Q1 2025. 1,392 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Jefferies Financial Group held 1,137 shares of Ameriprise Financial worth $522K as of Q2 2026.
  • Jefferies Financial Group bought 481 Ameriprise Financial shares in Q2 2026, an estimated $220K.
  • Ameriprise Financial made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1236 holding.
  • Jefferies Financial Group first reported a position in Ameriprise Financial in Q4 2022 and has held it in 12 quarters since.
  • Jefferies Financial Group's Ameriprise Financial position peaked at $14.8M in Q1 2025.
  • 1,392 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.