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Wolf Group Capital Advisors’s Ameriprise Financial AMP Stock Holding History

Wolf Group Capital Advisors’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
Q1 		$267K Buy
+552
New +$290K 0.09% 141

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wolf Group Capital Advisors's AMP Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in Ameriprise Financial (AMP) in Q1 2025: 552 shares worth $267K. The stake represents 0.09% of the portfolio and ranks #141 among its holdings.

1,367 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

  • Wolf Group Capital Advisors held 552 shares of Ameriprise Financial worth $267K as of Q1 2025.
  • Ameriprise Financial was a new Wolf Group Capital Advisors position in Q1 2025.
  • Ameriprise Financial made up 0.09% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #141 holding.
  • 1,367 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.