Ameriprise FinancialAMP

13F holders, Q2 2024 (June 30)
1,248holders +7
85new positions
78sold out
8famous investors
$427.15avg. 13F price*

At the end of Q2 2024, 1,248 institutions reported holding Ameriprise Financial Inc. (AMP) in their 13F filings, up 7 from Q1 2024. 85 opened new positions and 78 sold out. The largest holders were Vanguard Group Inc. ($5.4B), BlackRock Inc. ($3.7B) and State Street Corp. ($1.9B). 8 famous investors held it, including Andreas Halvorsen (1.5% of Viking Global Investors's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).

Company
Ameriprise Financial Inc.
Sector
Finance
CUSIP
03076C106
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions85$78.8M
Exits78$230.8M

All 13F filers, Q1 2024 → Q2 2024: 3,496,447 shares bought and 3,598,186 shares sold, net −101,739 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,248 holders

Vanguard Group Inc. 0.10% Reduce -1.2% 12,574,743 $5.4B
BlackRock Inc. 0.08% Add +0.1% 8,593,635 $3.7B
State Street Corp. 0.08% Reduce -0.3% 4,468,763 $1.9B
JPMorgan Chase & Co. 0.14% Add +2.1% 3,926,777 $1.7B
Aristotle Capital Management, LLC 2.75% Reduce -2.2% 3,333,779 $1.4B
Geode Capital Management, LLC 0.10% Add +2.3% 2,578,328 $1.1B
Morgan Stanley 0.07% Add +0.8% 2,241,880 $957.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.19% Add +2.9% 1,556,261 $664.8M
Norges Bank 0.09% Add +6.5% 1,482,504 $633.3M
Boston Partners 0.78% Reduce -5.3% 1,465,915 $626.3M
Nuveen Asset Management, LLC 0.17% Reduce -12.2% 1,322,613 $565.0M
UBS Group AG 0.17% Add +3.9% 1,291,723 $551.8M
FMR LLC 0.03% Add +1.3% 1,171,208 $500.3M
Goldman Sachs Group Inc. 0.10% Add +24.5% 1,144,411 $488.9M
Dimensional Fund Advisors LP 0.13% Add +10.8% 1,129,632 $482.6M
Bank of New York Mellon Corp 0.09% Reduce -0.5% 1,093,833 $467.3M
Northern Trust Corp. 0.08% Reduce -1.3% 1,089,627 $465.5M
Royal Bank of Canada 0.10% Add +7.4% 925,583 $395.4M
Viking Global Investors 1.49% Reduce -44.1% 909,020 $388.3M
Invesco Ltd. 0.08% Add +56.5% 877,940 $375.0M
LSV Asset Management 0.82% Reduce -4.0% 872,315 $372.6M
Deutsche Bank AG 0.17% Add +27.9% 871,202 $372.2M
Lyrical Asset Management LP 5.96% Reduce -2.2% 868,448 $371.0M
Bank of America Corp. 0.03% Add +4.3% 840,841 $359.2M
Envestnet Asset Management Inc. 0.10% Reduce -0.2% 701,985 $299.9M
TD Asset Management Inc 0.28% Reduce -1.5% 696,725 $297.6M
Legal & General Group Plc 0.08% Reduce -2.3% 652,044 $278.5M
Charles Schwab Investment Management Inc. 0.05% Add +1.0% 597,337 $255.2M
Truist Financial Corp. 0.34% Reduce -2.9% 516,072 $220.5M
Brown Advisory Inc. 0.29% Add +3.2% 511,800 $218.6M
Agf Management Ltd. 1.20% Add +35.4% 504,657 $215.6M
Beutel, Goodman & Co Ltd. 1.11% Add +0.6% 486,795 $208.0M
First Trust Advisors LP 0.20% Add +578.3% 467,103 $199.5M
Thrivent Financial for Lutherans 0.40% Reduce -15.3% 462,464 $197.6M
Epoch Investment Partners, Inc. 0.89% Add +3.9% 458,565 $195.9M
Amundi 0.07% Reduce -8.3% 434,502 $188.6M
Lord, Abbett & Co. LLC 0.61% Reduce -10.2% 434,869 $185.8M
Federated Hermes, Inc. 0.43% Add +25.3% 427,986 $182.8M
PNC Financial Services Group, Inc. 0.12% Reduce -3.0% 406,292 $173.6M
HSBC Holdings PLC 0.10% Add +13.8% 352,197 $150.7M
Silvercrest Asset Management Group LLC 1.03% Reduce -2.9% 349,672 $149.4M
CIBC Private Wealth Group LLC 0.28% Reduce -0.5% 347,607 $148.4M
Bank of Montreal 0.04% Add +1.6% 320,827 $141.4M
Barclays PLC 0.07% Reduce -38.1% 330,595 $141.2M
Principal Financial Group Inc. 0.08% Add +2.0% 319,662 $136.6M
T. Rowe Price Associates Inc. 0.02% Add +42.3% 302,604 $129.3M
Franklin Resources Inc. 0.03% Add +2.5% 250,758 $107.1M
Swedbank AB 0.14% Add +0.1% 248,676 $106.2M
Victory Capital Management Inc. 0.10% Add +7.6% 239,203 $102.2M
Axiom Investors LLC 0.86% Reduce -5.0% 231,285 $98.8M
Canada Pension Plan Investment Board 0.10% Add +18.6% 228,228 $97.5M
Rhumbline Advisers 0.09% Add +1.1% 223,352 $95.4M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -14.8% 219,997 $94.0M
TrinityBridge Ltd 3.19% Add +0.1% 219,430 $93.9M
Massachusetts Financial Services Co. 0.03% Add +9.6% 215,965 $92.3M
Qube Research & Technologies Ltd 0.16% Add +3.0% 208,492 $89.1M
American Century Companies Inc. 0.05% Reduce -40.5% 204,878 $87.5M
California Public Employees Retirement System 0.06% Add +0.9% 188,421 $80.5M
Welch & Forbes LLC 1.05% Reduce -1.3% 181,813 $78.4M
TCW Group Inc. 0.70% Add +6.8% 182,538 $78.0M
Sei Investments Co. 0.11% Reduce -2.9% 176,393 $75.4M
AustralianSuper Pty Ltd 0.43% Reduce -2.1% 174,787 $74.7M
BNP Paribas Financial Markets 0.08% Add +12.4% 166,009 $70.9M
Wells Fargo & Company 0.02% Add +3.0% 163,386 $69.8M
Marshall Wace, LLP 0.10% Reduce -55.2% 160,465 $68.5M
AXA S.A. 0.20% Reduce -9.6% 154,648 $66.1M
Raymond James & Associates 0.04% Reduce -2.7% 154,356 $65.9M
California State Teachers Retirement System 0.08% Reduce -1.6% 153,690 $65.7M
Robeco Institutional Asset Management B.V. 0.14% Add +55.2% 153,621 $65.6M
Captrust Financial Advisors 0.21% Add +6.9% 152,741 $65.2M
Alliancebernstein L.P. 0.02% Reduce -0.6% 151,369 $64.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +12.4% 149,000 $63.7M
Millennium Management 0.05% Reduce -11.6% 137,578 $58.8M
National Pension Service 0.07% Reduce -0.4% 135,535 $57.9M
Voya Investment Management LLC 0.06% Add +2.2% 130,940 $55.9M
Man Group plc 0.15% Add +125.4% 127,942 $54.7M
Danske Bank A/S 0.20% Add +7.4% 127,377 $54.4M
Natixis Advisors, LLC 0.12% Reduce -7.6% 125,076 $53.4M
Financial Counselors Inc. 0.84% Add +1.0% 122,142 $52.2M
Voloridge Investment Management, LLC 0.19% Reduce -16.8% 121,516 $51.9M
Citigroup Inc. 0.05% Add +28.1% 112,106 $47.9M
CANADA LIFE ASSURANCE Co 0.09% Add +15.4% 111,597 $47.8M
AQR Capital Management 0.07% Add +28.5% 109,870 $46.9M
KBC Group NV 0.14% Reduce -0.2% 108,918 $46.5M
Employees Retirement System of Texas 0.51% Reduce -31.4% 108,400 $46.3M
Teachers Retirement System of the State of Kentucky 0.41% Reduce -17.7% 108,032 $46.1M
Russell Investments Group, Ltd. 0.07% Reduce -2.9% 107,676 $46.1M
New York State Teachers Retirement System 0.10% Reduce -4.2% 106,202 $45.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.11% Add +41.5% 101,043 $43.2M
Wedge Capital Management L L P 0.76% Add +10.0% 100,643 $43.0M
Todd Asset Management LLC 0.89% Reduce -24.8% 99,831 $42.6M
Manufacturers Life Insurance Company, The 0.04% Reduce -4.5% 99,737 $42.6M
State Board of Administration of Florida Retirement System 0.08% Reduce -18.0% 96,938 $41.4M
Applied Finance Capital Management, LLC 1.89% Add +42.2% 95,747 $40.9M
Adage Capital Partners Gp, L.L.C. 0.08% Reduce -3.0% 95,268 $40.7M
US Bancorp \de 0.05% Reduce -3.4% 92,779 $39.6M
Candriam S.C.A. 0.24% Add +13.7% 90,880 $38.8M
Prudential Financial Inc. 0.06% Reduce -9.8% 90,249 $38.6M
Jane Street Group, LLC 0.04% Add +191.3% 88,112 $37.6M
MML Investors Services, LLC 0.15% Reduce -17.4% 87,030 $37.2M

"% of holder's portfolio" is AMP's weight in each manager's 13F, not the share of Ameriprise Financial Inc. the manager owns.

Show all 1,248 holders