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Mather Group’s Ameriprise Financial AMP Stock Holding History

Mather 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
2026
Q1 		$628K Sell
1,414
-83
-6% -$40K 0.01% 439
2025
Q4 		$734K Sell
1,497
-232
-13% -$110K 0.01% 337
2025
Q3 		$849K Buy
1,729
+64
+4% +$32.8K 0.01% 308
2025
Q2 		$889K Sell
1,665
-168
-9% -$83K 0.01% 282
2025
Q1 		$887K Buy
1,833
+10
+0.5% +$5.25K 0.01% 273
2024
Q4 		$970K Sell
1,823
-126
-6% -$67.2K 0.01% 248
2024
Q3 		$915K Sell
1,949
-213
-10% -$92.4K 0.01% 252
2024
Q2 		$948K Buy
2,162
+19
+0.9% +$8.12K 0.01% 274
2024
Q1 		$814K Sell
2,143
-1
-0% -$400 0.01% 252
2023
Q4 		$814K Buy
2,144
+209
+11% +$71.7K 0.01% 260
2023
Q3 		$638K Sell
1,935
-103
-5% -$35.2K 0.01% 280
2023
Q2 		$677K Sell
2,038
-818
-29% -$251K 0.01% 290
2023
Q1 		$875K Sell
2,856
-142
-5% -$46.5K 0.02% 234
2022
Q4 		$934K Buy
2,998
+147
+5% +$44.8K 0.02% 219
2022
Q3 		$718K Buy
2,851
+1,572
+123% +$414K 0.02% 238
2022
Q2 		$304K Buy
1,279
+108
+9% +$28.9K 0.01% 306
2022
Q1 		$352K Buy
1,171
+1
+0.1% +$303 0.01% 321
2021
Q4 		$353K Buy
1,170
+288
+33% +$85.2K 0.01% 271
2021
Q3 		$233K Sell
882
-21
-2% -$5.49K 0.01% 256
2021
Q2 		$225K Sell
903
-110
-11% -$27.7K 0.01% 259
2021
Q1 		$235K Buy
+1,013
New +$219K 0.01% 235

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

Mather Group's AMP Position: Q1 2026 in Review

Mather Group reduced its Ameriprise Financial (AMP) stake by 5.5% in Q1 2026, selling an estimated $40K and leaving 1,414 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #439.

Mather Group first reported a position in AMP in Q1 2021 and has held it in 21 quarters since. The position peaked at $970K in Q4 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Mather Group held 1,414 shares of Ameriprise Financial worth $628K as of Q1 2026.
  • Mather Group sold 83 Ameriprise Financial shares in Q1 2026, an estimated $40K.
  • Ameriprise Financial made up 0.01% of Mather Group's portfolio in Q1 2026, its #439 holding.
  • Mather Group first reported a position in Ameriprise Financial in Q1 2021 and has held it in 21 quarters since.
  • Mather Group's Ameriprise Financial position peaked at $970K in Q4 2024.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.