MPWT
AMP icon

MassMutual Private Wealth & Trust’s Ameriprise Financial AMP Stock Holding History

MassMutual Private Wealth & Trust’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
Q2 		$31.4M Sell
68,355
-1,490
-2% -$683K 0.81% 36
2026
Q1 		$31M Buy
69,845
+676
+1% +$326K 0.85% 33
2025
Q4 		$33.9M Sell
69,169
-198
-0.3% -$94K 0.87% 29
2025
Q3 		$34.1M Sell
69,367
-150
-0.2% -$76.9K 0.87% 29
2025
Q2 		$37.1M Sell
69,517
-641
-0.9% -$317K 0.99% 23
2025
Q1 		$34M Sell
70,158
-3,628
-5% -$1.9M 0.98% 24
2024
Q4 		$39.3M Sell
73,786
-314
-0.4% -$168K 1.1% 20
2024
Q3 		$34.8M Buy
74,100
+1,906
+3% +$827K 0.99% 24
2024
Q2 		$30.8M Sell
72,194
-872
-1% -$373K 0.94% 25
2024
Q1 		$32M Sell
73,066
-199
-0.3% -$79.7K 1% 25
2023
Q4 		$27.8M Buy
73,265
+379
+0.5% +$130K 0.93% 27
2023
Q3 		$24M Buy
72,886
+675
+0.9% +$230K 0.89% 31
2023
Q2 		$24M Buy
72,211
+1,456
+2% +$447K 0.86% 30
2023
Q1 		$21.7M Sell
70,755
-3,407
-5% -$1.12M 0.83% 29
2022
Q4 		$23.1M Sell
74,162
-246
-0.3% -$75K 0.95% 27
2022
Q3 		$18.7M Buy
74,408
+1,848
+3% +$486K 0.85% 29
2022
Q2 		$17.2M Buy
72,560
+4,524
+7% +$1.21M 0.75% 36
2022
Q1 		$20.4M Buy
68,036
+2,787
+4% +$843K 0.77% 33
2021
Q4 		$19.7M Buy
65,249
+664
+1% +$196K 0.73% 37
2021
Q3 		$17.1M Buy
64,585
+3,603
+6% +$942K 0.71% 38
2021
Q2 		$15.2M Buy
60,982
+3,592
+6% +$905K 0.64% 40
2021
Q1 		$13.3M Buy
57,390
+2,260
+4% +$489K 0.63% 41
2020
Q4 		$10.7M Buy
55,130
+2,807
+5% +$502K 0.55% 46
2020
Q3 		$8.06M Buy
52,323
+7,229
+16% +$1.11M 0.47% 51
2020
Q2 		$6.77M Buy
45,094
+2,202
+5% +$282K 0.44% 55
2020
Q1 		$4.4M Sell
42,892
-1,269
-3% -$188K 0.35% 73
2019
Q4 		$7.36M Sell
44,161
-325
-0.7% -$50.4K 0.45% 54
2019
Q3 		$6.54M Buy
44,486
+780
+2% +$109K 0.44% 58
2019
Q2 		$6.34M Sell
43,706
-718
-2% -$104K 0.44% 57
2019
Q1 		$5.69M Buy
44,424
+1,860
+4% +$231K 0.41% 62
2018
Q4 		$4.44M Buy
42,564
+1,528
+4% +$192K 0.38% 64
2018
Q3 		$6.06M Buy
41,036
+227
+0.6% +$32.5K 0.45% 49
2018
Q2 		$5.71M Buy
40,809
+1,232
+3% +$175K 0.46% 50
2018
Q1 		$5.86M Buy
39,577
+201
+0.5% +$32.8K 0.48% 47
2017
Q4 		$6.67M Sell
39,376
-811
-2% -$130K 0.55% 43
2017
Q3 		$5.97M Buy
40,187
+1,756
+5% +$245K 0.49% 52
2017
Q2 		$4.89M Buy
38,431
+485
+1% +$61.6K 0.44% 61
2017
Q1 		$4.92M Buy
37,946
+4,953
+15% +$613K 0.46% 61
2016
Q4 		$3.66M Buy
+32,993
New +$3.48M 0.45% 63
2016
Q2 		$2.56M Buy
28,509
+6,566
+30% +$634K 0.32% 91
2016
Q1 		$2.06M Buy
21,943
+2,031
+10% +$182K 0.28% 99
2015
Q4 		$2.12M Buy
19,912
+6,459
+48% +$722K 0.3% 88
2015
Q3 		$1.66M Buy
13,453
+1,370
+11% +$162K 0.35% 73
2015
Q2 		$1.45M Sell
12,083
-3,750
-24% -$478K 0.32% 76
2015
Q1 		$2.07M Buy
15,833
+10,826
+216% +$1.43M 0.34% 75
2014
Q4 		$662K Sell
5,007
-8,446
-63% -$1.07M 0.21% 122
2014
Q3 		$1.66M Buy
13,453
+10,704
+389% +$1.31M 0.33% 76
2014
Q2 		$330K Buy
2,749
+1,125
+69% +$126K 0.13% 133
2014
Q1 		$179K Buy
1,624
+750
+86% +$82.1K 0.1% 137
2013
Q4 		$101K Buy
+874
New +$90.3K 0.09% 137

Other funds holding AMP

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

MassMutual Private Wealth & Trust's AMP Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Ameriprise Financial (AMP) stake by 2.1% in Q2 2026, selling an estimated $683K and leaving 68,355 shares worth $31.4M. The position accounts for 0.81% of the portfolio, ranked #36.

MassMutual Private Wealth & Trust first reported a position in AMP in Q4 2013 and has held it in 50 quarters since. The position peaked at $39.3M in Q4 2024. 576 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • MassMutual Private Wealth & Trust held 68,355 shares of Ameriprise Financial worth $31.4M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 1,490 Ameriprise Financial shares in Q2 2026, an estimated $683K.
  • Ameriprise Financial made up 0.81% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #36 holding.
  • MassMutual Private Wealth & Trust first reported a position in Ameriprise Financial in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's Ameriprise Financial position peaked at $39.3M in Q4 2024.
  • 576 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.