UFPG
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United Financial Planning Group’s Ameriprise Financial AMP Stock Holding History

United Financial Planning 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
2026
Q2 		$8.26K Hold
18
– – ﹤0.01% 281
2026
Q1 		$8K Buy
+18
New +$8.67K ﹤0.01% 244

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

United Financial Planning Group's AMP Position: Q2 2026 in Review

United Financial Planning Group held its Ameriprise Financial (AMP) position steady in Q2 2026 at 18 shares worth $8.26K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

United Financial Planning Group first reported a position in AMP in Q1 2026 and has held it in 2 quarters since. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • United Financial Planning Group held 18 shares of Ameriprise Financial worth $8.26K as of Q2 2026.
  • United Financial Planning Group left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #281 holding.
  • United Financial Planning Group first reported a position in Ameriprise Financial in Q1 2026 and has held it in 2 quarters since.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.