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Marvin & Palmer Associates’s Ameriprise Financial AMP Stock Holding History

Marvin & Palmer Associates’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
Q2 		– Sell
-6,384
Closed -$3.09M – 35
2025
Q1 		$3.09M Sell
6,384
-7,365
-54% -$3.86M 4.62% 11
2024
Q4 		$7.32M Buy
+13,749
New +$7.34M 5.59% 3
2024
Q3 		– Sell
-10,042
Closed -$4.29M – 34
2024
Q2 		$4.29M Buy
10,042
+6
+0.1% +$2.56K 4.39% 9
2024
Q1 		$4.4M Sell
10,036
-145
-1% -$58.1K 4.36% 6
2023
Q4 		$3.87M Sell
10,181
-13,850
-58% -$4.75M 4.32% 8
2023
Q3 		$7.92M Sell
24,031
-4,544
-16% -$1.55M 5.14% 7
2023
Q2 		$9.49M Sell
28,575
-4,034
-12% -$1.24M 4.28% 13
2023
Q1 		$9.99M Buy
32,609
+364
+1% +$119K 5.03% 4
2022
Q4 		$10M Buy
32,245
+2,275
+8% +$694K 5.28% 4
2022
Q3 		$7.55M Buy
+29,970
New +$7.89M 4.63% 10
2022
Q2 		– Sell
-39,140
Closed -$11.8M – 28
2022
Q1 		$11.8M Sell
39,140
-1,788
-4% -$541K 5.29% 1
2021
Q4 		$12.3M Sell
40,928
-5,811
-12% -$1.72M 5.28% 4
2021
Q3 		$12.3M Sell
46,739
-1,145
-2% -$300K 5.01% 5
2021
Q2 		$11.9M Sell
47,884
-571
-1% -$144K 4.87% 6
2021
Q1 		$11.3M Buy
+48,455
New +$10.5M 5.01% 5
2015
Q2 		– Sell
-20,000
Closed -$2.62M – 53
2015
Q1 		$2.62M Buy
20,000
+1,754
+10% +$231K 2.27% 17
2014
Q4 		$2.41M Sell
18,246
-814
-4% -$103K 2.45% 10
2014
Q3 		$2.35M Sell
19,060
-5,523
-22% -$678K 2.39% 11
2014
Q2 		$2.95M Sell
24,583
-302
-1% -$33.8K 2.56% 10
2014
Q1 		$2.74M Sell
24,885
-4,515
-15% -$494K 2.4% 13
2013
Q4 		$3.38M Buy
29,400
+22,400
+320% +$2.31M 2.03% 18
2013
Q3 		$638K Buy
+7,000
New +$618K 0.42% 64

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marvin & Palmer Associates's AMP Position: Q2 2025 in Review

Marvin & Palmer Associates sold out of Ameriprise Financial (AMP) in Q2 2025, closing a stake of 6,384 shares — an estimated $3.09M sold.

Marvin & Palmer Associates first reported a position in AMP in Q3 2013 and held it in 22 quarters. The position peaked at $12.3M in Q4 2021. 1,362 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

  • Marvin & Palmer Associates reported no remaining Ameriprise Financial position as of Q2 2025 after selling out during the quarter.
  • Marvin & Palmer Associates sold 6,384 Ameriprise Financial shares in Q2 2025, an estimated $3.09M.
  • Marvin & Palmer Associates first reported a position in Ameriprise Financial in Q3 2013 and held it in 22 quarters.
  • Marvin & Palmer Associates's Ameriprise Financial position peaked at $12.3M in Q4 2021.
  • 1,362 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on Marvin & Palmer Associates's 13F filing for Q2 2025, filed 12 Aug 2025.