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SageView Advisory Group’s Ameriprise Financial AMP Stock Holding History

SageView Advisory Group’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
Q4 		$501K Sell
1,023
-137
-12% -$65K 0.02% 363
2025
Q3 		$570K Buy
1,160
+47
+4% +$24.1K 0.02% 360
2025
Q2 		$577K Buy
1,113
+584
+110% +$289K 0.02% 341
2025
Q1 		$256K Sell
529
-119
-18% -$62.4K 0.01% 513
2024
Q4 		$345K Buy
+648
New +$346K 0.01% 416

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SageView Advisory Group's AMP Position: Q4 2025 in Review

SageView Advisory Group reduced its Ameriprise Financial (AMP) stake by 12% in Q4 2025, selling an estimated $65K and leaving 1,023 shares worth $501K. The position accounts for 0.02% of the portfolio, ranked #363.

SageView Advisory Group first reported a position in AMP in Q4 2024 and has held it in 5 quarters since. The position peaked at $577K in Q2 2025. 1,425 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

  • SageView Advisory Group held 1,023 shares of Ameriprise Financial worth $501K as of Q4 2025.
  • SageView Advisory Group sold 137 Ameriprise Financial shares in Q4 2025, an estimated $65K.
  • Ameriprise Financial made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #363 holding.
  • SageView Advisory Group first reported a position in Ameriprise Financial in Q4 2024 and has held it in 5 quarters since.
  • SageView Advisory Group's Ameriprise Financial position peaked at $577K in Q2 2025.
  • 1,425 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.