Ameriprise Financial Inc
AMP- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0000820027
In the last 90 days, Ameriprise Financial Inc insiders filed 0 open-market purchases and 5 sales; 1,396 institutions reported holding it in 13F filings for Q2 2026, worth $35.9B in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Ameriprise Financial Inc as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,369
- +1 vs. Q4 2024
- Shares held
- 83.1M
- +1.56M (+1.9%) vs. Q4 2024
- Total value
- $40.2B
- −$3.21B (−7.4%) vs. Q4 2024
- New holders
- 112
- 494 more added
- Sold out
- 111
- 485 more reduced
23 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AMP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,396 | $35.9B |
| Q1 2026 | 1,394 | $34.9B |
| Q4 2025 | 1,426 | $39.2B |
| Q3 2025 | 1,363 | $39.0B |
| Q2 2025 | 1,362 | $43.0B |
| Q1 2025 | 1,369 | $40.2B |
| Q4 2024 | 1,391 | $44.2B |
| Q3 2024 | 1,267 | $38.8B |
| Q2 2024 | 1,250 | $35.8B |
| Q1 2024 | 1,243 | $36.8B |
| Q4 2023 | 1,163 | $32.0B |
| Q3 2023 | 1,087 | $28.1B |
| Q2 2023 | 1,079 | $28.6B |
| Q1 2023 | 1,039 | $26.7B |
| Q4 2022 | 1,028 | $27.4B |
| Q3 2022 | 942 | $22.3B |
| Q2 2022 | 956 | $21.3B |
| Q1 2022 | 997 | $27.5B |
| Q4 2021 | 987 | $27.7B |
| Q3 2021 | 927 | $24.6B |
| Q2 2021 | 892 | $23.6B |
| Q1 2021 | 885 | $22.3B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Truist Financial Corp | 150,742 | $73.0M | 0.12% | −8,369−5.3% | Reduced |
| AXA S.A. | 157,407 | $76.2M | 0.25% | +11,542+7.9% | Added |
| Brown Advisory Inc | 159,111 | $77.0M | 0.11% | −117,157−42.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 166,947 | $80.8M | 0.18% | +71,947+75.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 169,807 | $82.2M | 0.08% | +14,714+9.5% | Added |
| Captrust Financial Advisors | 169,965 | $82.3M | 0.21% | +10,760+6.8% | Added |
| California Public Employees Retirement System | 175,730 | $85.1M | 0.06% | −339−0.2% | Reduced |
| Welch & Forbes LLC | 178,531 | $86.4M | 1.13% | −1,468−0.8% | Reduced |
| Lord, Abbett & Co. LLC | 179,757 | $87.0M | 0.31% | −107,993−37.5% | Reduced |
| Qube Research & Technologies Ltd | 186,629 | $90.3M | 0.14% | +56,700+43.6% | Added |
| Victory Capital Management Inc | 187,828 | $90.9M | 0.09% | −13,537−6.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 194,007 | $93.9M | 0.19% | +5,930+3.2% | Added |
| Raymond James Financial Inc | 198,814 | $96.2M | 0.04% | −5,194−2.5% | Reduced |
| Canada Pension Plan Investment Board | 208,780 | $101.1M | 0.10% | +6,378+3.2% | Added |
| Rhumbline Advisers | 214,360 | $103.8M | 0.10% | +3,476+1.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 219,026 | $106.0M | 0.07% | −2,885−1.3% | Reduced |
| Sterling Capital Management LLC | 231,696 | $112.2M | 1.74% | −14,096−5.7% | Reduced |
| SEI Investments Co | 235,953 | $114.2M | 0.15% | −9,214−3.8% | Reduced |
| National Pension Service | 238,451 | $115.4M | 0.11% | +13,041+5.8% | Added |
| Bank of Montreal | 241,934 | $117.1M | 0.06% | −45,820−15.9% | Reduced |
| Massachusetts Financial Services Co | 242,445 | $117.4M | 0.04% | +8,124+3.5% | Added |
| American Century Companies Inc | 242,769 | $117.5M | 0.07% | +30,492+14.4% | Added |
| Axiom Investors LLC | 245,866 | $119.0M | 1.14% | −10,254−4.0% | Reduced |
| Barclays PLC | 249,168 | $120.6M | 0.05% | +31,351+14.4% | Added |
| Franklin Resources Inc | 256,551 | $124.2M | 0.04% | +4,338+1.7% | Added |
| Principal Financial Group Inc | 268,217 | $129.8M | 0.07% | −24,169−8.3% | Reduced |
| Silvercrest Asset Management Group LLC | 286,900 | $138.9M | 0.99% | −62,550−17.9% | Reduced |
| Close Asset Management Ltd | 295,447 | $143.1M | 4.11% | −32,282−9.9% | Reduced |
| CIBC Private Wealth Group, LLC | 340,124 | $144.9M | 0.31% | +2,159+0.6% | Added |
| Agf Management Ltd | 313,966 | $152.0M | 0.80% | −71,719−18.6% | Reduced |
| Price T Rowe Associates Inc | 331,755 | $160.6M | 0.02% | +10,478+3.3% | Added |
| Maj Invest Holding A/S | 333,109 | $161.3M | 5.83% | −18,986−5.4% | Reduced |
| The PNC Financial Services Group, Inc. | 364,921 | $176.7M | 0.09% | −5,174−1.4% | Reduced |
| HSBC Holdings PLC | 378,274 | $182.8M | 0.12% | +5,469+1.5% | Added |
| LSV Asset Management | 386,940 | $187.3M | 0.45% | −201,346−34.2% | Reduced |
| Thrivent Financial for Lutherans | 410,214 | $198.8M | 0.44% | −2,601−0.6% | Reduced |
| AQR Capital Management LLC | 430,767 | $202.9M | 0.21% | +189,525+78.6% | Added |
| Epoch Investment Partners, Inc. | 433,847 | $210.0M | 1.09% | −50,335−10.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 438,596 | $212.3M | 0.41% | +21,447+5.1% | Added |
| Amundi | 491,166 | $223.9M | 0.08% | −151,060−23.5% | Reduced |
| Beutel, Goodman & Co Ltd. | 483,097 | $233.9M | 1.35% | +1,806+0.4% | Added |
| TD Asset Management Inc | 498,250 | $241.2M | 0.22% | −118,688−19.2% | Reduced |
| First Trust Advisors LP | 563,334 | $272.7M | 0.24% | +106,792+23.4% | Added |
| Charles Schwab Investment Management Inc | 601,966 | $291.4M | 0.05% | −351−0.1% | Reduced |
| Legal & General Group Plc | 604,793 | $292.8M | 0.08% | +36,721+6.5% | Added |
| Federated Hermes, Inc. | 610,322 | $295.5M | 0.64% | +92,653+17.9% | Added |
| Envestnet Asset Management Inc | 645,972 | $312.7M | 0.10% | −12,470−1.9% | Reduced |
| Royal Bank of Canada | 733,036 | $354.9M | 0.08% | +7,840+1.1% | Added |
| Bank of America Corp | 747,873 | $362.1M | 0.03% | +31,985+4.5% | Added |
| Lyrical Asset Management LP | 787,360 | $381.2M | 5.79% | −18,968−2.4% | Reduced |
| Invesco Ltd. | 814,338 | $394.2M | 0.07% | −63,622−7.2% | Reduced |
| Deutsche Bank AG | 820,269 | $397.1M | 0.16% | −46,401−5.4% | Reduced |
| FMR LLC | 835,957 | $404.7M | 0.03% | −150,060−15.2% | Reduced |
| Bank of New York Mellon Corp | 905,037 | $438.1M | 0.09% | −16,828−1.8% | Reduced |
| Nuveen, LLC | 969,478 | $469.3M | 0.15% | +969,478 | New |
| Dimensional Fund Advisors LP | 1,089,548 | $527.4M | 0.13% | −71,301−6.1% | Reduced |
| Boston Partners | 1,144,376 | $554.0M | 0.67% | −219,808−16.1% | Reduced |
| Goldman Sachs Group Inc | 1,185,703 | $574.0M | 0.11% | +247,631+26.4% | Added |
| Northern Trust Corp | 1,236,931 | $598.8M | 0.09% | −31,488−2.5% | Reduced |
| Norges Bank | 1,286,225 | $622.7M | 0.09% | −8,353−0.6% | Reduced |
| UBS Group AG | 1,364,945 | $660.8M | 0.15% | −82,422−5.7% | Reduced |
| UBS Asset Management Americas Inc | 2,244,788 | $1.09B | 0.28% | +796,925+55.0% | Added |
| Morgan Stanley | 2,286,805 | $1.11B | 0.08% | +34,740+1.5% | Added |
| Geode Capital Management, LLC | 2,770,844 | $1.34B | 0.11% | +123,217+4.7% | Added |
| Aristotle Capital Management, LLC | 3,163,757 | $1.53B | 3.05% | −82,556−2.5% | Reduced |
| State Street Corp | 4,486,322 | $2.17B | 0.09% | +6,080+0.1% | Added |
| JPMorgan Chase & Co | 5,824,915 | $2.82B | 0.21% | +1,023,002+21.3% | Added |
| BlackRock, Inc. | 9,437,690 | $4.57B | 0.10% | +316,744+3.5% | Added |
| Vanguard Group Inc | 12,320,875 | $5.96B | 0.11% | −43,488−0.4% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −643−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −57,146−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −10,411−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −6,977−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −6,705−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −6,276−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −4,922−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −4,042−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −3,782−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −2,670−100.0% | Sold out |
| Heartland Bank & Trust Co | 0 | $0 | 0.00% | −2,607−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −2,542−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −2,529−100.0% | Sold out |
| Credit Industriel Et Commercial | 0 | $0 | 0.00% | −2,324−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −2,237−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,978−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −1,865−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,849−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −1,794−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −1,794−100.0% | Sold out |
| Mattson Financial Services, LLC | 0 | $0 | 0.00% | −1,910−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −1,627−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −1,565−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −1,550−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −1,533−100.0% | Sold out |
| Pacific Capital Partners Ltd | 0 | $0 | 0.00% | −1,372−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −1,362−100.0% | Sold out |
| New Century Financial Group, LLC | 0 | $0 | 0.00% | −1,303−100.0% | Sold out |