Summit Global Investments’s Ameriprise Financial AMP Stock Holding History

Summit Global Investments’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 Q1	–	Sell	-792	Closed	-$422K	–	432
2024 Q4	$422K	Sell	792 -465	-37%	-$248K	0.03%	389
2024 Q3	$590K	Buy	1,257 +292	+30%	+$127K	0.04%	341
2024 Q2	$412K	Sell	965 -1	-0.1%	-$427	0.03%	377
2024 Q1	$424K	Buy	966 +320	+50%	+$128K	0.03%	356
2023 Q4	$245K	Sell	646 -546	-46%	-$187K	0.02%	464
2023 Q3	$393K	Buy	+1,192	New	+$407K	0.03%	381
2023 Q2	–	Sell	-5,635	Closed	-$1.73M	–	526
2023 Q1	$1.73M	Buy	+5,635	New	+$1.85M	0.13%	153

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Summit Global Investments's AMP Position: Q1 2025 in Review

Summit Global Investments sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 792 shares — an estimated $422K sold.

Summit Global Investments first reported a position in AMP in Q1 2023 and held it in 7 quarters. The position peaked at $1.73M in Q1 2023. 1,366 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

Summit Global Investments reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
Summit Global Investments sold 792 Ameriprise Financial shares in Q1 2025, an estimated $422K.
Summit Global Investments first reported a position in Ameriprise Financial in Q1 2023 and held it in 7 quarters.
Summit Global Investments's Ameriprise Financial position peaked at $1.73M in Q1 2023.
1,366 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.