Wellington Management Group
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Wellington Management Group’s Ameriprise Financial AMP Stock Holding History

Wellington Management 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
Q1 		$362K Buy
814
+48
+6% +$23.1K ﹤0.01% 1805
2025
Q4 		$376K Sell
766
-594
-44% -$282K ﹤0.01% 1841
2025
Q3 		$668K Buy
1,360
+108
+9% +$55.4K ﹤0.01% 1848
2025
Q2 		$668K Buy
+1,252
New +$619K ﹤0.01% 1772
2025
Q1 		– Sell
-1,627
Closed -$866K – 1940
2024
Q4 		$866K Buy
1,627
+261
+19% +$139K ﹤0.01% 1742
2024
Q3 		$642K Sell
1,366
-532
-28% -$231K ﹤0.01% 1781
2024
Q2 		$811K Sell
1,898
-5,065
-73% -$2.16M ﹤0.01% 1714
2024
Q1 		$3.05M Buy
6,963
+805
+13% +$322K ﹤0.01% 1438
2023
Q4 		$2.34M Buy
6,158
+630
+11% +$216K ﹤0.01% 1458
2023
Q3 		$1.82M Buy
5,528
+251
+5% +$85.7K ﹤0.01% 1487
2023
Q2 		$1.75M Sell
5,277
-5,965
-53% -$1.83M ﹤0.01% 1502
2023
Q1 		$3.45M Buy
11,242
+7,181
+177% +$2.35M ﹤0.01% 1373
2022
Q4 		$1.26M Buy
+4,061
New +$1.24M ﹤0.01% 1594
2022
Q2 		– Sell
-1,018
Closed -$306K – 2067
2022
Q1 		$306K Sell
1,018
-3,116
-75% -$943K ﹤0.01% 2010
2021
Q4 		$1.25M Buy
+4,134
New +$1.22M ﹤0.01% 1766
2020
Q4 		– Sell
-5,742
Closed -$885K – 1911
2020
Q3 		$885K Buy
+5,742
New +$884K ﹤0.01% 1577
2020
Q2 		– Sell
-37,047
Closed -$3.8M – 1839
2020
Q1 		$3.8M Sell
37,047
-56,734
-60% -$8.41M ﹤0.01% 1248
2019
Q4 		$15.6M Buy
93,781
+82,351
+720% +$12.8M ﹤0.01% 1047
2019
Q3 		$1.68M Sell
11,430
-6,115
-35% -$857K ﹤0.01% 1626
2019
Q2 		$2.55M Buy
+17,545
New +$2.54M ﹤0.01% 1558
2019
Q1 		– Sell
-13,681
Closed -$1.43M – 2024
2018
Q4 		$1.43M Buy
+13,681
New +$1.72M ﹤0.01% 1726
2018
Q2 		– Sell
-2,241
Closed -$332K – 2221
2018
Q1 		$332K Sell
2,241
-7,058
-76% -$1.15M ﹤0.01% 2079
2017
Q4 		$1.58M Sell
9,299
-127,314
-93% -$20.4M ﹤0.01% 1805
2017
Q3 		$20.3M Sell
136,613
-633,716
-82% -$88.5M ﹤0.01% 1047
2017
Q2 		$98.1M Sell
770,329
-123,176
-14% -$15.6M 0.02% 527
2017
Q1 		$116M Buy
893,505
+63,546
+8% +$7.86M 0.03% 455
2016
Q4 		$92.1M Sell
829,959
-524,246
-39% -$55.4M 0.02% 533
2016
Q3 		$135M Sell
1,354,205
-281,094
-17% -$27.2M 0.03% 400
2016
Q2 		$147M Sell
1,635,299
-2,092,066
-56% -$202M 0.04% 376
2016
Q1 		$350M Sell
3,727,365
-1,520,965
-29% -$136M 0.09% 216
2015
Q4 		$559M Sell
5,248,330
-55,677
-1% -$6.22M 0.15% 146
2015
Q3 		$579M Sell
5,304,007
-206,716
-4% -$24.4M 0.16% 139
2015
Q2 		$688M Sell
5,510,723
-543,691
-9% -$69.3M 0.18% 125
2015
Q1 		$792M Sell
6,054,414
-492,656
-8% -$64.9M 0.2% 105
2014
Q4 		$866M Sell
6,547,070
-781,663
-11% -$98.9M 0.23% 98
2014
Q3 		$904M Sell
7,328,733
-1,387,009
-16% -$170M 0.25% 89
2014
Q2 		$1.05B Sell
8,715,742
-518,716
-6% -$58M 0.28% 83
2014
Q1 		$1.02B Sell
9,234,458
-1,924,590
-17% -$211M 0.28% 84
2013
Q4 		$1.28B Sell
11,159,048
-774,693
-6% -$80M 0.37% 62
2013
Q3 		$1.09B Sell
11,933,741
-139,337
-1% -$12.3M 0.34% 67
2013
Q2 		$976M Buy
+12,073,078
New +$938M 0.32% 73

Other funds holding AMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group's AMP Position: Q1 2026 in Review

Wellington Management Group increased its Ameriprise Financial (AMP) stake by 6.3% in Q1 2026, buying an estimated $23.1K and bringing the position to 814 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

Wellington Management Group first reported a position in AMP in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.28B in Q4 2013. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Wellington Management Group held 814 shares of Ameriprise Financial worth $362K as of Q1 2026.
  • Wellington Management Group bought 48 Ameriprise Financial shares in Q1 2026, an estimated $23.1K.
  • Ameriprise Financial made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1805 holding.
  • Wellington Management Group first reported a position in Ameriprise Financial in Q2 2013 and has held it in 41 quarters since.
  • Wellington Management Group's Ameriprise Financial position peaked at $1.28B in Q4 2013.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.