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Orion Portfolio Solutions’s Ameriprise Financial AMP Stock Holding History

Orion Portfolio Solutions’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
Q1 		$3.99M Buy
8,243
+73
+0.9% +$38.3K 0.04% 418
2024
Q4 		$4.35M Sell
8,170
-279
-3% -$149K 0.04% 369
2024
Q3 		$3.97M Buy
8,449
+961
+13% +$417K 0.04% 406
2024
Q2 		$3.2M Buy
7,488
+111
+2% +$47.4K 0.03% 447
2024
Q1 		$3.23M Buy
7,377
+254
+4% +$102K 0.03% 449
2023
Q4 		$2.74M Sell
7,123
-637
-8% -$218K 0.03% 483
2023
Q3 		$2.56M Sell
7,760
-32
-0.4% -$10.9K 0.03% 507
2023
Q2 		$2.59M Buy
7,792
+510
+7% +$157K 0.03% 532
2023
Q1 		$2.23M Buy
7,282
+6,079
+505% +$1.99M 0.03% 547
2022
Q4 		$375K Buy
1,203
+155
+15% +$47.3K 0.01% 593
2022
Q3 		$264K Buy
1,048
+2
+0.2% +$526 0.01% 619
2022
Q2 		$249K Sell
1,046
-158
-13% -$42.3K 0.01% 604
2022
Q1 		$362K Sell
1,204
-146
-11% -$44.2K 0.01% 525
2021
Q4 		$407K Sell
1,350
-2
-0.1% -$592 0.01% 479
2021
Q3 		$357K Buy
1,352
+516
+62% +$135K 0.01% 483
2021
Q2 		$208K Sell
836
-40
-5% -$10.1K 0.01% 588
2021
Q1 		$204K Buy
+876
New +$189K 0.01% 527
2020
Q3 		– Sell
-655
Closed -$98K – 505
2020
Q2 		$98K Buy
655
+21
+3% +$2.69K 0.01% 550
2020
Q1 		$65K Buy
634
+8
+1% +$1.19K ﹤0.01% 529
2019
Q4 		$104K Buy
+626
New +$97K 0.01% 412

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Orion Portfolio Solutions's AMP Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Ameriprise Financial (AMP) stake by 0.89% in Q1 2025, buying an estimated $38.3K and bringing the position to 8,243 shares worth $3.99M. The position accounts for 0.04% of the portfolio, ranked #418.

Orion Portfolio Solutions first reported a position in AMP in Q4 2019 and has held it in 20 quarters since. The position peaked at $4.35M in Q4 2024. 1,366 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

  • Orion Portfolio Solutions held 8,243 shares of Ameriprise Financial worth $3.99M as of Q1 2025.
  • Orion Portfolio Solutions bought 73 Ameriprise Financial shares in Q1 2025, an estimated $38.3K.
  • Ameriprise Financial made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #418 holding.
  • Orion Portfolio Solutions first reported a position in Ameriprise Financial in Q4 2019 and has held it in 20 quarters since.
  • Orion Portfolio Solutions's Ameriprise Financial position peaked at $4.35M in Q4 2024.
  • 1,366 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.