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Lindbrook Capital’s Ameriprise Financial AMP Stock Holding History

Lindbrook Capital’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
Q1 		$1.07M Buy
2,217
+31
+1% +$16.3K 0.1% 123
2024
Q4 		$1.16M Buy
2,186
+5
+0.2% +$2.67K 0.11% 118
2024
Q3 		$1.02M Sell
2,181
-21
-1% -$9.11K 0.09% 146
2024
Q2 		$941K Buy
2,202
+12
+0.5% +$5.13K 0.09% 140
2024
Q1 		$960K Buy
2,190
+14
+0.6% +$5.61K 0.09% 138
2023
Q4 		$827K Buy
2,176
+60
+3% +$20.6K 0.08% 142
2023
Q3 		$698K Buy
2,116
+5
+0.2% +$1.71K 0.08% 143
2023
Q2 		$701K Sell
2,111
-1
-0% -$307 0.07% 151
2023
Q1 		$647K Buy
2,112
+71
+3% +$23.3K 0.08% 144
2022
Q4 		$636K Buy
2,041
+108
+6% +$32.9K 0.08% 156
2022
Q3 		$487K Buy
1,933
+108
+6% +$28.4K 0.08% 147
2022
Q2 		$434K Buy
1,825
+48
+3% +$12.9K 0.07% 169
2022
Q1 		$534K Sell
1,777
-34
-2% -$10.3K 0.08% 153
2021
Q4 		$546K Buy
1,811
+823
+83% +$243K 0.08% 150
2021
Q3 		$261K Hold
988
– – 0.07% 122
2021
Q2 		$246K Hold
988
– – 0.06% 143
2021
Q1 		$230K Buy
988
+20
+2% +$4.33K 0.05% 139
2020
Q4 		$188K Sell
968
-34
-3% -$6.09K 0.05% 148
2020
Q3 		$154K Buy
1,002
+44
+5% +$6.78K 0.04% 152
2020
Q2 		$144K Sell
958
-27
-3% -$3.46K 0.04% 156
2020
Q1 		$101K Buy
985
+214
+28% +$31.7K 0.04% 183
2019
Q4 		$128K Buy
771
+26
+3% +$4.03K 0.04% 208
2019
Q3 		$110K Sell
745
-63
-8% -$8.83K 0.04% 217
2019
Q2 		$117K Buy
808
+16
+2% +$2.31K 0.05% 204
2019
Q1 		$101K Hold
792
– – 0.04% 223
2018
Q4 		$82K Buy
+792
New +$99.5K 0.04% 226

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lindbrook Capital's AMP Position: Q1 2025 in Review

Lindbrook Capital increased its Ameriprise Financial (AMP) stake by 1.4% in Q1 2025, buying an estimated $16.3K and bringing the position to 2,217 shares worth $1.07M. The position accounts for 0.1% of the portfolio, ranked #123.

Lindbrook Capital first reported a position in AMP in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.16M in Q4 2024. 1,367 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

  • Lindbrook Capital held 2,217 shares of Ameriprise Financial worth $1.07M as of Q1 2025.
  • Lindbrook Capital bought 31 Ameriprise Financial shares in Q1 2025, an estimated $16.3K.
  • Ameriprise Financial made up 0.1% of Lindbrook Capital's portfolio in Q1 2025, its #123 holding.
  • Lindbrook Capital first reported a position in Ameriprise Financial in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Ameriprise Financial position peaked at $1.16M in Q4 2024.
  • 1,367 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.