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Plan Group Financial’s Ameriprise Financial AMP Stock Holding History

Plan Group Financial’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 		$236K Buy
+515
New +$236K 0.05% 213

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

Plan Group Financial's AMP Position: Q2 2026 in Review

Plan Group Financial opened a new position in Ameriprise Financial (AMP) in Q2 2026: 515 shares worth $236K. The stake represents 0.05% of the portfolio and ranks #213 among its holdings.

1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Plan Group Financial held 515 shares of Ameriprise Financial worth $236K as of Q2 2026.
  • Ameriprise Financial was a new Plan Group Financial position in Q2 2026.
  • Ameriprise Financial made up 0.05% of Plan Group Financial's portfolio in Q2 2026, its #213 holding.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.