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Morningstar Investment Management’s Ameriprise Financial AMP Stock Holding History

Morningstar Investment Management’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
Q3 		– Sell
-398
Closed -$212K – 477
2025
Q2 		$212K Buy
+398
New +$197K 0.02% 201
2025
Q1 		– Sell
-393
Closed -$209K – 80
2024
Q4 		$209K Buy
+393
New +$210K 0.02% 204

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morningstar Investment Management's AMP Position: Q3 2025 in Review

Morningstar Investment Management sold out of Ameriprise Financial (AMP) in Q3 2025, closing a stake of 398 shares — an estimated $212K sold.

Morningstar Investment Management first reported a position in AMP in Q4 2024 and held it in 2 quarters. The position peaked at $212K in Q2 2025. 1,362 funds tracked by Wall St. Rank hold AMP as of Q3 2025.

  • Morningstar Investment Management reported no remaining Ameriprise Financial position as of Q3 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 398 Ameriprise Financial shares in Q3 2025, an estimated $212K.
  • Morningstar Investment Management first reported a position in Ameriprise Financial in Q4 2024 and held it in 2 quarters.
  • Morningstar Investment Management's Ameriprise Financial position peaked at $212K in Q2 2025.
  • 1,362 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.