PIM
AMP icon

Plato Investment Management’s Ameriprise Financial AMP Stock Holding History

Plato 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
2026
Q2 		$2.85M Buy
6,249
+2,179
+54% +$999K 0.16% 138
2026
Q1 		$1.81M Buy
4,070
+26
+0.6% +$12.5K 0.12% 176
2025
Q4 		$1.99M Hold
4,044
– – 0.13% 164
2025
Q3 		$1.97M Hold
4,044
– – 0.13% 168
2025
Q2 		$2.15M Sell
4,044
-1,723
-30% -$851K 0.16% 145
2025
Q1 		$2.82M Sell
5,767
-1,225
-18% -$642K 0.24% 100
2024
Q4 		$3.74M Hold
6,992
– – 0.27% 84
2024
Q3 		$3.28M Buy
6,992
+202
+3% +$87.6K 0.27% 91
2024
Q2 		$2.9M Buy
6,790
+1,202
+22% +$513K 0.27% 86
2024
Q1 		$2.45M Buy
5,588
+5,559
+19,169% +$2.23M 0.25% 104
2023
Q4 		$11K Buy
+29
New +$9.94K 0.01% 362

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

Plato Investment Management's AMP Position: Q2 2026 in Review

Plato Investment Management increased its Ameriprise Financial (AMP) stake by 54% in Q2 2026, buying an estimated $999K and bringing the position to 6,249 shares worth $2.85M. The position accounts for 0.16% of the portfolio, ranked #138.

Plato Investment Management first reported a position in AMP in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.74M in Q4 2024. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Plato Investment Management held 6,249 shares of Ameriprise Financial worth $2.85M as of Q2 2026.
  • Plato Investment Management bought 2,179 Ameriprise Financial shares in Q2 2026, an estimated $999K.
  • Ameriprise Financial made up 0.16% of Plato Investment Management's portfolio in Q2 2026, its #138 holding.
  • Plato Investment Management first reported a position in Ameriprise Financial in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Ameriprise Financial position peaked at $3.74M in Q4 2024.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.