Ameriprise FinancialAMP

13F holders, Q1 2025 (March 31)
1,370holders −22
94new positions
111sold out
8famous investors
$483.57avg. 13F price*

At the end of Q1 2025, 1,370 institutions reported holding Ameriprise Financial Inc. (AMP) in their 13F filings, down 22 from Q4 2024. 94 opened new positions and 111 sold out. The largest holders were Vanguard Group Inc. ($6.0B), BlackRock, Inc. ($4.6B) and JPMorgan Chase & Co. ($2.8B). 8 famous investors held it, including Ray Dalio (0.2% of Bridgewater Associates's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Mario Gabelli (0.1% of GAMCO Investors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions94$111.2M
Exits111$100.4M

All 13F filers, Q4 2024 → Q1 2025: 4,312,412 shares bought and 3,850,213 shares sold, net +462,199 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,370 holders

Vanguard Group Inc. 0.11% Reduce -0.3% 12,320,875 $6.0B
BlackRock, Inc. 0.10% Add +3.5% 9,437,690 $4.6B
JPMorgan Chase & Co. 0.22% Add +21.3% 5,824,915 $2.8B
State Street Corp. 0.09% Add +0.1% 4,486,322 $2.2B
Aristotle Capital Management, LLC 3.05% Reduce -2.5% 3,163,757 $1.5B
Geode Capital Management, LLC 0.11% Add +4.7% 2,770,844 $1.3B
Morgan Stanley 0.08% Add +1.5% 2,286,805 $1.1B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.28% Add +55.0% 2,244,788 $1.1B
UBS Group AG 0.15% Reduce -5.7% 1,364,945 $660.8M
Norges Bank 0.09% Reduce -0.7% 1,286,225 $622.7M
Northern Trust Corp. 0.09% Reduce -2.5% 1,236,931 $598.8M
Goldman Sachs Group Inc. 0.11% Add +26.4% 1,185,703 $574.0M
Boston Partners 0.67% Reduce -16.1% 1,144,376 $554.0M
Dimensional Fund Advisors LP 0.13% Reduce -6.1% 1,089,548 $527.4M
Nuveen, LLC 0.14% — 969,478 $469.3M
Bank of New York Mellon Corp 0.09% Reduce -1.8% 905,037 $438.1M
FMR LLC 0.03% Reduce -15.2% 835,957 $404.7M
Deutsche Bank AG 0.16% Reduce -5.3% 820,269 $397.1M
Invesco Ltd. 0.07% Reduce -7.3% 814,338 $394.2M
Lyrical Asset Management LP 5.79% Reduce -2.4% 787,360 $381.2M
Bank of America Corp. 0.03% Add +4.5% 747,873 $362.1M
Royal Bank of Canada 0.08% Add +1.1% 733,036 $354.9M
Envestnet Asset Management Inc. 0.10% Reduce -1.9% 645,972 $312.7M
Federated Hermes, Inc. 0.64% Add +17.9% 610,322 $295.5M
Legal & General Group Plc 0.08% Add +6.5% 604,793 $292.8M
Charles Schwab Investment Management Inc. 0.05% Reduce -0.1% 601,966 $291.4M
First Trust Advisors LP 0.24% Add +23.4% 563,334 $272.7M
TD Asset Management Inc 0.22% Reduce -19.2% 498,250 $241.2M
Beutel, Goodman & Co Ltd. 1.35% Add +0.4% 483,097 $233.9M
Amundi 0.08% Reduce -23.5% 491,166 $223.9M
Robeco Institutional Asset Management B.V. 0.41% Add +5.1% 438,596 $212.3M
Epoch Investment Partners, Inc. 1.09% Reduce -10.4% 433,847 $210.0M
AQR Capital Management 0.21% Add +78.6% 430,767 $202.9M
Thrivent Financial for Lutherans 0.45% Reduce -0.6% 410,214 $198.8M
LSV Asset Management 0.45% Reduce -34.2% 386,940 $187.3M
HSBC Holdings PLC 0.12% Add +1.5% 378,274 $182.8M
PNC Financial Services Group, Inc. 0.09% Reduce -1.4% 364,921 $176.7M
Maj Invest Holding A/S 5.83% Reduce -5.4% 333,109 $161.3M
T. Rowe Price Associates Inc. 0.02% Add +3.3% 331,755 $160.6M
Agf Management Ltd. 0.81% Reduce -18.6% 313,966 $152.0M
CIBC Private Wealth Group LLC 0.31% Add +0.6% 340,124 $144.9M
TrinityBridge Ltd 4.11% Reduce -9.8% 295,447 $143.1M
Silvercrest Asset Management Group LLC 0.99% Reduce -17.9% 286,900 $138.9M
Principal Financial Group Inc. 0.07% Reduce -8.3% 268,217 $129.8M
Franklin Resources Inc. 0.04% Add +1.7% 256,551 $124.2M
Barclays PLC 0.05% Add +14.4% 249,168 $120.6M
Swedbank AB 0.16% Reduce -0.1% 247,139 $119.6M
Axiom Investors LLC 1.14% Reduce -4.0% 245,866 $119.0M
American Century Companies Inc. 0.07% Add +14.4% 242,769 $117.5M
Massachusetts Financial Services Co. 0.04% Add +3.5% 242,445 $117.4M
Bank of Montreal 0.06% Reduce -15.9% 241,934 $117.1M
National Pension Service 0.11% Add +5.8% 238,451 $115.4M
Sei Investments Co. 0.15% Reduce -3.8% 235,953 $114.2M
Sterling Capital Management LLC 1.74% Reduce -5.7% 231,696 $112.2M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -1.3% 219,026 $106.0M
Rhumbline Advisers 0.10% Add +1.6% 214,360 $103.8M
Canada Pension Plan Investment Board 0.10% Add +3.1% 208,780 $101.1M
Raymond James Financial Inc. 0.04% Reduce -2.5% 198,814 $96.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.19% Add +3.1% 194,007 $93.9M
Victory Capital Management Inc. 0.09% Reduce -6.7% 187,828 $90.9M
Qube Research & Technologies Ltd 0.14% Add +43.6% 186,629 $90.3M
Lord, Abbett & Co. LLC 0.33% Reduce -37.5% 179,757 $87.0M
Welch & Forbes LLC 1.13% Reduce -0.8% 178,531 $86.4M
California Public Employees Retirement System 0.06% Reduce -0.2% 175,730 $85.1M
Captrust Financial Advisors 0.21% Add +6.8% 169,965 $82.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +9.5% 169,807 $82.2M
Healthcare of Ontario Pension Plan Trust Fund 0.18% Add +75.7% 166,947 $80.8M
Brown Advisory Inc. 0.11% Reduce -42.4% 159,111 $77.0M
AXA S.A. 0.25% Add +7.9% 157,407 $76.2M
Truist Financial Corp. 0.12% Reduce -5.3% 150,742 $73.0M
Wells Fargo & Company 0.02% Add +1.7% 149,106 $72.2M
California State Teachers Retirement System 0.08% Reduce -0.9% 140,376 $68.0M
Russell Investments Group, Ltd. 0.09% Add +8.1% 137,265 $66.4M
Manufacturers Life Insurance Company, The 0.06% Reduce -35.4% 136,203 $65.9M
Citigroup Inc. 0.05% Add +64.4% 134,726 $65.2M
Alliancebernstein L.P. 0.02% Reduce -1.9% 134,121 $64.9M
KBC Group NV 0.20% Reduce -0.9% 134,038 $64.9M
BNP Paribas Financial Markets 0.05% Reduce -29.7% 133,272 $64.5M
Natixis Advisors, LLC 0.11% Add +2.9% 128,291 $62.1M
TCW Group Inc. 0.52% Reduce -7.7% 120,802 $58.5M
Voya Investment Management LLC 0.07% Add +4.0% 110,989 $53.7M
Ossiam 0.74% Add +279.3% 109,800 $53.2M
Financial Counselors Inc. 0.79% Reduce -12.5% 107,141 $51.9M
Bridgewater Associates 0.23% Add +80.7% 101,188 $49.0M
CANADA LIFE ASSURANCE Co 0.09% Reduce -2.3% 100,639 $48.8M
Todd Asset Management LLC 1.15% Reduce -0.0% 100,750 $48.8M
Worldquant Millennium Advisors LLC 0.31% Reduce -11.8% 100,462 $48.6M
State Board of Administration of Florida Retirement System 0.09% No change 96,924 $46.9M
Danske Bank A/S 0.14% Add +18.6% 95,530 $46.2M
Korea Investment CORP 0.11% Add +11.2% 94,677 $45.8M
US Bancorp \de 0.06% Reduce -1.7% 93,981 $45.5M
New York State Teachers Retirement System 0.10% Reduce -4.7% 90,972 $44.0M
MML Investors Services, LLC 0.14% Add +2.7% 89,329 $43.2M
National Bank of Canada 0.05% Add +46.7% 87,739 $42.5M
BI Asset Management Fondsmaeglerselskab A/S 0.46% Reduce -10.3% 84,241 $40.8M
Moran Wealth Management, LLC 1.32% Reduce -0.8% 80,796 $39.1M
Stifel Financial Corp. 0.04% Reduce -0.7% 77,568 $37.6M
Rockefeller Capital Management L.P. 0.09% Add +3.6% 77,374 $37.5M
Atwood & Palmer Inc. 2.59% Reduce -2.9% 77,079 $37.3M
Credit Agricole S A 0.14% Reduce -7.6% 76,730 $37.1M

"% 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 1,370 holders