One Wealth Capital Management’s Ameriprise Financial AMP Stock Holding History

One Wealth Capital 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
2026 Q2	$619K	Buy	1,349 +711	+111%	+$326K	0.17%	91
2026 Q1	$303K	Sell	638 -150	-19%	-$72.3K	0.13%	84
2025 Q4	$386K	Buy	788 +96	+14%	+$45.6K	0.16%	81
2025 Q3	$340K	Buy	692 +36	+5%	+$18.5K	0.15%	82
2025 Q2	$350K	Sell	656 -118	-15%	-$58.3K	0.16%	72
2025 Q1	$375K	Buy	774 +75	+11%	+$39.3K	0.2%	65
2024 Q4	$372K	Buy	+699	New	+$373K	0.19%	65

Other funds holding AMP

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

One Wealth Capital Management's AMP Position: Q2 2026 in Review

One Wealth Capital Management increased its Ameriprise Financial (AMP) stake by 111% in Q2 2026, buying an estimated $326K and bringing the position to 1,349 shares worth $619K. The position accounts for 0.17% of the portfolio, ranked #91.

One Wealth Capital Management first reported a position in AMP in Q4 2024 and has held it in 7 quarters since. 576 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

One Wealth Capital Management held 1,349 shares of Ameriprise Financial worth $619K as of Q2 2026.
One Wealth Capital Management bought 711 Ameriprise Financial shares in Q2 2026, an estimated $326K.
Ameriprise Financial made up 0.17% of One Wealth Capital Management's portfolio in Q2 2026, its #91 holding.
One Wealth Capital Management first reported a position in Ameriprise Financial in Q4 2024 and has held it in 7 quarters since.
576 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.