Mercer Global Advisors
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Mercer Global Advisors’s Ameriprise Financial AMP Stock Holding History

Mercer Global Advisors’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 		$16.7M Buy
37,529
+1,838
+5% +$886K 0.02% 359
2025
Q4 		$17.5M Buy
35,691
+10,134
+40% +$4.81M 0.03% 362
2025
Q3 		$12.6M Sell
25,557
-1,543
-6% -$791K 0.02% 409
2025
Q2 		$14.5M Buy
27,100
+2,493
+10% +$1.23M 0.03% 317
2025
Q1 		$11.9M Buy
24,607
+411
+2% +$216K 0.03% 323
2024
Q4 		$12.9M Sell
24,196
-3,328
-12% -$1.78M 0.03% 303
2024
Q3 		$13M Buy
27,524
+719
+3% +$312K 0.03% 273
2024
Q2 		$10.2M Buy
26,805
+7,156
+36% +$3.06M 0.03% 296
2024
Q1 		$8.62M Buy
19,649
+2,982
+18% +$1.19M 0.02% 337
2023
Q4 		$6.33M Sell
16,667
-601
-3% -$206K 0.02% 406
2023
Q3 		$5.69M Sell
17,268
-150
-0.9% -$51.2K 0.02% 396
2023
Q2 		$5.79M Buy
17,418
+623
+4% +$191K 0.02% 414
2023
Q1 		$5.15M Sell
16,795
-1,360
-7% -$446K 0.02% 422
2022
Q4 		$5.65M Sell
18,155
-650
-3% -$198K 0.03% 393
2022
Q3 		$4.74M Sell
18,805
-1,370
-7% -$360K 0.03% 389
2022
Q2 		$4.79M Sell
20,175
-2,434
-11% -$652K 0.03% 380
2022
Q1 		$6.79M Sell
22,609
-240
-1% -$72.6K 0.04% 310
2021
Q4 		$6.89M Buy
22,849
+1,955
+9% +$578K 0.04% 299
2021
Q3 		$5.52M Sell
20,894
-2,283
-10% -$597K 0.04% 323
2021
Q2 		$5.77M Sell
23,177
-24,430
-51% -$6.16M 0.04% 302
2021
Q1 		$11.1M Buy
47,607
+1,381
+3% +$299K 0.1% 156
2020
Q4 		$8.98M Sell
46,226
-98
-0.2% -$17.5K 0.11% 136
2020
Q3 		$7.14M Buy
46,324
+6,127
+15% +$944K 0.11% 146
2020
Q2 		$6.03M Buy
40,197
+33,296
+482% +$4.27M 0.11% 136
2020
Q1 		$707K Buy
6,901
+4,111
+147% +$609K 0.02% 571
2019
Q4 		$465K Buy
2,790
+250
+10% +$38.7K 0.01% 758
2019
Q3 		$373K Buy
+2,540
New +$356K 0.01% 811

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

Mercer Global Advisors's AMP Position: Q1 2026 in Review

Mercer Global Advisors increased its Ameriprise Financial (AMP) stake by 5.1% in Q1 2026, buying an estimated $886K and bringing the position to 37,529 shares worth $16.7M. The position accounts for 0.02% of the portfolio, ranked #359.

Mercer Global Advisors first reported a position in AMP in Q3 2019 and has held it in 27 quarters since. The position peaked at $17.5M in Q4 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Mercer Global Advisors held 37,529 shares of Ameriprise Financial worth $16.7M as of Q1 2026.
  • Mercer Global Advisors bought 1,838 Ameriprise Financial shares in Q1 2026, an estimated $886K.
  • Ameriprise Financial made up 0.02% of Mercer Global Advisors's portfolio in Q1 2026, its #359 holding.
  • Mercer Global Advisors first reported a position in Ameriprise Financial in Q3 2019 and has held it in 27 quarters since.
  • Mercer Global Advisors's Ameriprise Financial position peaked at $17.5M in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.