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Northwest & Ethical Investments’s Ameriprise Financial AMP Stock Holding History

Northwest & Ethical Investments’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 		$2.5M Sell
5,442
-5,523
-50% -$2.53M 0.06% 188
2026
Q1 		$4.87M Sell
10,965
-204
-2% -$98.3K 0.11% 169
2025
Q4 		$5.48M Sell
11,169
-718
-6% -$341K 0.12% 163
2025
Q3 		$5.84M Hold
11,887
– – 0.14% 165
2025
Q2 		$6.34M Hold
11,887
– – 0.16% 164
2025
Q1 		$5.75M Sell
11,887
-8,734
-42% -$4.58M 0.16% 162
2024
Q4 		$11M Buy
20,621
+9,527
+86% +$5.08M 0.3% 110
2024
Q3 		$5.21M Buy
+11,094
New +$4.81M 0.14% 178
2023
Q2 		– Sell
-3,266
Closed -$1M – 385
2023
Q1 		$1M Hold
3,266
– – 0.03% 302
2022
Q4 		$1.02M Buy
3,266
+585
+22% +$178K 0.04% 295
2022
Q3 		$675K Sell
2,681
-73
-3% -$19.2K 0.03% 331
2022
Q2 		$655K Buy
+2,754
New +$738K 0.02% 337
2021
Q4 		– Sell
-5,362
Closed -$1.42M – 400
2021
Q3 		$1.42M Sell
5,362
-1,237
-19% -$324K 0.05% 256
2021
Q2 		$1.64M Sell
6,599
-7,294
-53% -$1.84M 0.05% 258
2021
Q1 		$3.23M Sell
13,893
-5,586
-29% -$1.21M 0.11% 208
2020
Q4 		$3.79M Hold
19,479
– – 0.14% 179
2020
Q3 		$3M Buy
19,479
+4,342
+29% +$669K 0.13% 189
2020
Q2 		$2.27M Sell
15,137
-622
-4% -$79.7K 0.11% 220
2020
Q1 		$1.61M Sell
15,759
-2,444
-13% -$362K 0.09% 243
2019
Q4 		$3.03M Sell
18,203
-1,734
-9% -$269K 0.14% 200
2019
Q3 		$2.93M Buy
+19,937
New +$2.79M 0.14% 192

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Northwest & Ethical Investments's AMP Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its Ameriprise Financial (AMP) stake by 50% in Q2 2026, selling an estimated $2.53M and leaving 5,442 shares worth $2.5M. The position accounts for 0.06% of the portfolio, ranked #188.

Northwest & Ethical Investments first reported a position in AMP in Q3 2019 and has held it in 21 quarters since. The position peaked at $11M in Q4 2024. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Northwest & Ethical Investments held 5,442 shares of Ameriprise Financial worth $2.5M as of Q2 2026.
  • Northwest & Ethical Investments sold 5,523 Ameriprise Financial shares in Q2 2026, an estimated $2.53M.
  • Ameriprise Financial made up 0.06% of Northwest & Ethical Investments's portfolio in Q2 2026, its #188 holding.
  • Northwest & Ethical Investments first reported a position in Ameriprise Financial in Q3 2019 and has held it in 21 quarters since.
  • Northwest & Ethical Investments's Ameriprise Financial position peaked at $11M in Q4 2024.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.