SW
AMP icon

Simplicity Wealth’s Ameriprise Financial AMP Stock Holding History

Simplicity Wealth’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
Q1 		$434K Sell
978
-124
-11% -$59.8K 0.02% 490
2025
Q4 		$540K Sell
1,102
-31
-3% -$14.7K 0.03% 410
2025
Q3 		$556K Sell
1,133
-910
-45% -$466K 0.03% 417
2025
Q2 		$1.09M Buy
2,043
+1,067
+109% +$527K 0.05% 314
2025
Q1 		$473K Sell
976
-77
-7% -$40.4K 0.04% 355
2024
Q4 		$561K Buy
1,053
+176
+20% +$93.9K 0.12% 151
2024
Q3 		$412K Sell
877
-2,755
-76% -$1.2M 0.04% 334
2024
Q2 		$1.55M Buy
3,632
+895
+33% +$382K 0.04% 406
2024
Q1 		$1.2M Buy
+2,737
New +$1.1M 0.03% 470

Other funds holding AMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Simplicity Wealth's AMP Position: Q1 2026 in Review

Simplicity Wealth reduced its Ameriprise Financial (AMP) stake by 11% in Q1 2026, selling an estimated $59.8K and leaving 978 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #490.

Simplicity Wealth first reported a position in AMP in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.55M in Q2 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Simplicity Wealth held 978 shares of Ameriprise Financial worth $434K as of Q1 2026.
  • Simplicity Wealth sold 124 Ameriprise Financial shares in Q1 2026, an estimated $59.8K.
  • Ameriprise Financial made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #490 holding.
  • Simplicity Wealth first reported a position in Ameriprise Financial in Q1 2024 and has held it in 9 quarters since.
  • Simplicity Wealth's Ameriprise Financial position peaked at $1.55M in Q2 2024.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.