USA Financial Formulas’s Ameriprise Financial AMP Stock Holding History

USA Financial Formulas’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 Q2	–	Sell	-399	Closed	-$193K	–	248
2025 Q1	$193K	Buy	399 +63	+19%	+$33K	0.03%	157
2024 Q4	$179K	Buy	+336	New	+$179K	0.03%	173
2023 Q4	–	Sell	-2	Closed	-$659	–	351
2023 Q3	$659	Hold	2	–	–	﹤0.01%	425
2023 Q2	$664	Hold	2	–	–	﹤0.01%	406
2023 Q1	$613	Buy	+2	New	+$655	﹤0.01%	339
2022 Q3	$1K	Hold	2	–	–	﹤0.01%	209
2022 Q2	$0	Sell	2 -2,553	-100%	-$684K	﹤0.01%	326
2022 Q1	$767K	Buy	2,555 +2,553	+127,650%	+$772K	0.82%	60
2021 Q4	$1K	Sell	2 -3,119	-100%	-$923K	﹤0.01%	291
2021 Q3	$824K	Sell	3,121 -1,695	-35%	-$443K	0.74%	74
2021 Q2	$1.2M	Sell	4,816 -119	-2%	-$30K	1%	21
2021 Q1	$1.15M	Buy	+4,935	New	+$1.07M	0.93%	41
2020 Q4	–	Sell	-8	Closed	-$1K	–	318
2020 Q3	$1K	Buy	+8	New	+$1.23K	﹤0.01%	234
2015 Q2	–	Sell	-1,894	Closed	-$248K	–	208
2015 Q1	$248K	Buy	+1,894	New	+$249K	0.08%	174

Other funds holding AMP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

USA Financial Formulas's AMP Position: Q2 2025 in Review

USA Financial Formulas sold out of Ameriprise Financial (AMP) in Q2 2025, closing a stake of 399 shares — an estimated $193K sold.

USA Financial Formulas first reported a position in AMP in Q1 2015 and held it in 14 quarters. The position peaked at $1.2M in Q2 2021. 1,364 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

USA Financial Formulas reported no remaining Ameriprise Financial position as of Q2 2025 after selling out during the quarter.
USA Financial Formulas sold 399 Ameriprise Financial shares in Q2 2025, an estimated $193K.
USA Financial Formulas first reported a position in Ameriprise Financial in Q1 2015 and held it in 14 quarters.
USA Financial Formulas's Ameriprise Financial position peaked at $1.2M in Q2 2021.
1,364 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on USA Financial Formulas's 13F filing for Q2 2025, filed 18 Jul 2025.