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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
Q2 		$453K Buy
988
+10
+1% +$4.58K 0.02% 682
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 $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

Simplicity Wealth's AMP Position: Q2 2026 in Review

Simplicity Wealth increased its Ameriprise Financial (AMP) stake by 1% in Q2 2026, buying an estimated $4.58K and bringing the position to 988 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #682.

Simplicity Wealth first reported a position in AMP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.55M in Q2 2024. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Simplicity Wealth held 988 shares of Ameriprise Financial worth $453K as of Q2 2026.
  • Simplicity Wealth bought 10 Ameriprise Financial shares in Q2 2026, an estimated $4.58K.
  • Ameriprise Financial made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #682 holding.
  • Simplicity Wealth first reported a position in Ameriprise Financial in Q1 2024 and has held it in 10 quarters since.
  • Simplicity Wealth's Ameriprise Financial position peaked at $1.55M in Q2 2024.
  • 1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.