Wellington Group’s Ameriprise Financial AMP Stock Holding History

Wellington 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	–	Sell	-345	Closed	-$153K	–	154
2026 Q1	$153K	Hold	345	–	–	0.05%	159
2025 Q4	$169K	Buy	+345	New	+$164K	0.06%	151

Other funds holding AMP

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wellington Group's AMP Position: Q2 2026 in Review

Wellington Group sold out of Ameriprise Financial (AMP) in Q2 2026, closing a stake of 345 shares — an estimated $153K sold.

Wellington Group first reported a position in AMP in Q4 2025 and held it in 2 quarters. The position peaked at $169K in Q4 2025. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Wellington Group reported no remaining Ameriprise Financial position as of Q2 2026 after selling out during the quarter.
Wellington Group sold 345 Ameriprise Financial shares in Q2 2026, an estimated $153K.
Wellington Group first reported a position in Ameriprise Financial in Q4 2025 and held it in 2 quarters.
Wellington Group's Ameriprise Financial position peaked at $169K in Q4 2025.
1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.