TOBAM’s Ameriprise Financial AMP Stock Holding History

TOBAM’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	$60K	Sell	136 -1,190	-90%	-$573K	0.02%	215
2025 Q4	$650K	Buy	1,326 +1,183	+827%	+$561K	0.16%	133
2025 Q3	$70K	Buy	143 +6	+4%	+$3.08K	0.03%	146
2025 Q2	$73K	Buy	137 +14	+11%	+$6.92K	0.03%	154
2025 Q1	$60K	Sell	123 -36	-23%	-$18.9K	0.03%	164
2024 Q4	$85K	Sell	159 -14	-8%	-$7.47K	0.03%	234
2024 Q3	$81K	Buy	173 +44	+34%	+$19.1K	0.01%	271
2024 Q2	$55K	Sell	129 -26	-17%	-$11.1K	0.01%	295
2024 Q1	$68K	Sell	155 -1	-0.6%	-$400	0.01%	323
2023 Q4	$59K	Buy	156 +150	+2,500%	+$51.4K	0.01%	329
2023 Q3	$2K	Buy	+6	New	+$2.05K	﹤0.01%	350
2022 Q3	–	Sell	-220	Closed	-$52K	–	433
2022 Q2	$52K	Buy	+220	New	+$58.9K	﹤0.01%	376

Other funds holding AMP

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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 New York $871B AUM 31.28% 1-Year Est. Return