WIS
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Wright Investors Service’s Ameriprise Financial AMP Stock Holding History

Wright Investors Service’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 		$473K Sell
1,064
-627
-37% -$302K 0.15% 122
2025
Q4 		$829K Sell
1,691
-406
-19% -$193K 0.25% 85
2025
Q3 		$1.03M Sell
2,097
-110
-5% -$56.4K 0.3% 75
2025
Q2 		$1.18M Sell
2,207
-814
-27% -$402K 0.36% 69
2025
Q1 		$1.46M Buy
+3,021
New +$1.58M 0.48% 54
2023
Q3 		– Sell
-2,932
Closed -$974K – 145
2023
Q2 		$974K Sell
2,932
-3,155
-52% -$970K 0.27% 96
2023
Q1 		$1.87M Sell
6,087
-2,006
-25% -$657K 0.53% 69
2022
Q4 		$2.52M Buy
8,093
+9
+0.1% +$2.75K 0.72% 52
2022
Q3 		$2.04M Sell
8,084
-3
-0% -$789 0.64% 58
2022
Q2 		$1.92M Buy
8,087
+282
+4% +$75.5K 0.55% 66
2022
Q1 		$2.34M Buy
7,805
+155
+2% +$46.9K 0.58% 59
2021
Q4 		$2.31M Buy
+7,650
New +$2.26M 0.58% 62
2017
Q3 		– Sell
-2,305
Closed -$293K – 213
2017
Q2 		$293K Sell
2,305
-5,880
-72% -$747K 0.11% 191
2017
Q1 		$1.06M Buy
8,185
+495
+6% +$61.3K 0.43% 67
2016
Q4 		$853K Buy
7,690
+2,985
+63% +$315K 0.37% 87
2016
Q3 		$469K Sell
4,705
-90
-2% -$8.72K 0.2% 150
2016
Q2 		$431K Buy
+4,795
New +$463K 0.18% 160

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

Wright Investors Service's AMP Position: Q1 2026 in Review

Wright Investors Service reduced its Ameriprise Financial (AMP) stake by 37% in Q1 2026, selling an estimated $302K and leaving 1,064 shares worth $473K. The position accounts for 0.15% of the portfolio, ranked #122.

Wright Investors Service first reported a position in AMP in Q2 2016 and has held it in 17 quarters since. The position peaked at $2.52M in Q4 2022. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Wright Investors Service held 1,064 shares of Ameriprise Financial worth $473K as of Q1 2026.
  • Wright Investors Service sold 627 Ameriprise Financial shares in Q1 2026, an estimated $302K.
  • Ameriprise Financial made up 0.15% of Wright Investors Service's portfolio in Q1 2026, its #122 holding.
  • Wright Investors Service first reported a position in Ameriprise Financial in Q2 2016 and has held it in 17 quarters since.
  • Wright Investors Service's Ameriprise Financial position peaked at $2.52M in Q4 2022.
  • 1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.