Meag Munich Ergo’s Ameriprise Financial AMP Stock Holding History

Meag Munich Ergo’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	$230K	Sell	430 -1,448	-77%	-$715K	0.01%	170
2025 Q1	$909K	Sell	1,878 -2,712	-59%	-$1.42M	0.03%	140
2024 Q4	$2.44M	Buy	4,590 +2,918	+175%	+$1.56M	0.08%	106
2024 Q3	$786K	Sell	1,672 -198	-11%	-$85.9K	0.02%	136
2024 Q2	$799K	Sell	1,870 -399	-18%	-$170K	0.03%	131
2024 Q1	$995K	Buy	2,269 +760	+50%	+$304K	0.04%	129
2023 Q4	$573K	Buy	1,509 +1,158	+330%	+$397K	0.02%	135
2023 Q3	$116K	Sell	351 -108	-24%	-$36.9K	0.01%	154
2023 Q2	$152K	Sell	459 -4,109	-90%	-$1.26M	0.01%	150
2023 Q1	$1.4M	Sell	4,568 -2,954	-39%	-$968K	0.07%	113
2022 Q4	$2.34M	Buy	7,522 +694	+10%	+$212K	0.13%	104
2022 Q3	$1.72M	Buy	6,828 +2,962	+77%	+$779K	0.1%	113
2022 Q2	$919K	Sell	3,866 -2,727	-41%	-$730K	0.05%	148
2022 Q1	$2M	Buy	6,593 +4,441	+206%	+$1.34M	0.14%	97
2021 Q4	$652K	Hold	2,152	–	–	0.05%	126
2021 Q3	$568K	Sell	2,152 -3,223	-60%	-$843K	0.1%	131
2021 Q2	$1.34M	Sell	5,375 -9,675	-64%	-$2.44M	0.13%	155
2021 Q1	$3.5M	Sell	15,050 -1,552	-9%	-$336K	0.35%	78
2020 Q4	$3.18M	Hold	16,602	–	–	0.73%	37
2020 Q3	$2.56M	Sell	16,602 -1,511	-8%	-$233K	0.48%	49
2020 Q2	$2.72M	Sell	18,113 -16,011	-47%	-$2.05M	0.51%	46
2020 Q1	$3.5M	Sell	34,124 -1,240	-4%	-$184K	0.83%	28
2019 Q4	$5.87M	Buy	35,364 +16,534	+88%	+$2.56M	0.63%	40
2019 Q3	$2.77M	Buy	18,830 +6,397	+51%	+$896K	0.14%	165
2019 Q2	$1.79M	Buy	12,433 +4,374	+54%	+$632K	0.14%	163
2019 Q1	$1.02M	Sell	8,059 -22,829	-74%	-$2.83M	0.08%	249
2018 Q4	$3.22M	Sell	30,888 -11,914	-28%	-$1.5M	0.4%	61
2018 Q3	$6.34M	Buy	42,802 +14,429	+51%	+$2.06M	0.38%	79
2018 Q2	$3.96M	Sell	28,373 -13,975	-33%	-$1.98M	0.25%	133
2018 Q1	$6.2M	Buy	42,348 +25,199	+147%	+$4.11M	0.25%	126
2017 Q4	$2.96M	Sell	17,149 -43,862	-72%	-$7.03M	0.11%	220
2017 Q3	$9.04M	Buy	61,011 +39,832	+188%	+$5.56M	0.37%	96
2017 Q2	$2.71M	Buy	+21,179	New	+$2.69M	0.12%	191
2015 Q1	–	Sell	-103,126	Closed	-$13.8M	–	201
2014 Q4	$13.8M	Buy	103,126 +26,164	+34%	+$3.31M	0.63%	50
2014 Q3	$9.49M	Buy	+76,962	New	+$9.44M	0.44%	71
2014 Q1	–	Sell	-40,247	Closed	-$4.58M	–	199
2013 Q4	$4.58M	Buy	+40,247	New	+$4.16M	0.27%	122

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meag Munich Ergo's AMP Position: Q2 2025 in Review

Meag Munich Ergo reduced its Ameriprise Financial (AMP) stake by 77% in Q2 2025, selling an estimated $715K and leaving 430 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #170.

Meag Munich Ergo first reported a position in AMP in Q4 2013 and has held it in 36 quarters since. The position peaked at $13.8M in Q4 2014. 1,361 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

Meag Munich Ergo held 430 shares of Ameriprise Financial worth $230K as of Q2 2025.
Meag Munich Ergo sold 1,448 Ameriprise Financial shares in Q2 2025, an estimated $715K.
Ameriprise Financial made up 0.01% of Meag Munich Ergo's portfolio in Q2 2025, its #170 holding.
Meag Munich Ergo first reported a position in Ameriprise Financial in Q4 2013 and has held it in 36 quarters since.
Meag Munich Ergo's Ameriprise Financial position peaked at $13.8M in Q4 2014.
1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on Meag Munich Ergo's 13F filing for Q2 2025, filed 16 Jul 2025.